Tax Preparer

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

📋 Description

• Prepare individual federal and state income tax returns.

• Gather and assess tax documents provided by clients.

• Accurately input tax data into professional tax preparation software.

• Review finalized returns to ensure accuracy and completeness.

• Communicate with clients regarding any missing or additional documentation.

• Maintain organized and precise client records.

• Safeguard confidential taxpayer and financial information.

• Adhere to IRS regulations, company policies, and tax compliance standards.

• Provide outstanding customer service and cultivate client relationships.

• Meet set deadlines throughout the tax season.

• Engage in mandatory training and ongoing education.

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

• Develop a portfolio of business through enduring relationships with returning clients.

• Represent Polished Talent Group in a professional manner.

⛳️ Requirements

• High school diploma or equivalent.

• Strong attention to detail and excellent organizational skills.

• Professional written and verbal communication abilities.

• Comfortable working autonomously in a remote setting.

• Basic computer skills.

• Ability to responsibly manage confidential financial information.

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

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

• Must successfully complete mandatory tax preparation training before handling client returns.

• Adhere to applicable IRS requirements and due diligence standards.

🏝️ Benefits

• Competitive compensation package.

• Flexible work schedule.

• Opportunities for professional development and advancement.

• Supportive and collaborative team environment.