Tax Preparer

This is a fully remote position, open to applicants in Texas.

📋 Description

• Prepare individual federal and state income tax returns.

• Gather and review tax documents provided by clients.

• Accurately input tax information into professional tax preparation software.

• Examine completed returns for accuracy and completeness.

• Communicate with clients regarding any missing or additional documentation.

• Maintain organized and precise records for clients.

• Safeguard confidential taxpayer and financial information.

• Adhere to applicable IRS requirements and due diligence standards.

• Complete necessary training and compliance requirements.

• Provide outstanding customer service and foster enduring client relationships.

• Meet established deadlines during the tax season.

• Engage in mandatory training and continuing education.

• Promote tax preparation services and expand the client base through networking, referrals, and community outreach.

• Develop a book of business by nurturing long-term relationships with returning clients.

• Represent Polished Talent Group with utmost professionalism and integrity.

⛳️ Requirements

• High school diploma or equivalent.

• Excellent attention to detail and strong organizational skills.

• Proficient written and verbal communication abilities.

• Comfortable working independently in a remote setting.

• Basic computer skills are required.

• Ability to responsibly manage confidential financial information.

• Previous experience in tax preparation or financial services is advantageous but not mandatory.

• Must have an active IRS Preparer Tax Identification Number (PTIN) or be willing to obtain one prior to preparing tax returns.

• Must successfully complete required tax preparation training before preparing client returns.

🏝️ Benefits

• Competitive salary and compensation package.

• Flexible work hours and remote work options.

• Opportunities for professional growth and development.

• Supportive and collaborative work environment.