Tax Preparer

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

📋 Description

• Prepare federal and state income tax returns for individuals.

• Review, gather, organize, and verify client tax documents to ensure accuracy and completeness.

• Input tax data using specialized tax preparation software.

• Interact with clients to discuss necessary documents and return details.

• Clarify the tax preparation process and request any missing documentation.

• Adhere to IRS regulations, relevant tax laws, due diligence requirements, company policies, and tax compliance procedures.

• Safeguard confidential financial and personal information of clients.

• Keep precise client records and documentation.

• Deliver professional customer service and cultivate enduring client relationships.

• Meet set deadlines during the tax season.

• Engage in mandatory training and continuous education.

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

• Build and maintain a personal client portfolio and book of business.

• Represent Polished Talent Group with professionalism and integrity.

⛳️ Requirements

• Previous tax preparation experience is preferred but not mandatory.

• Must be reliable and professional.

• Comfortable working independently in a remote setting.

• Detail-oriented.

• Capable of communicating professionally with clients.

• Proficient in using a computer and open to learning new software.

• Must be able to complete necessary tax training.

• Ability to follow tax preparation and compliance procedures.

• A reliable computer or laptop is required.

• Must have a dependable internet connection.

• Capacity to work remotely.

• Ability to maintain client confidentiality.

• Must meet relevant tax preparer requirements.

• Availability during the tax filing season is essential.

• Previous experience in tax preparation, customer service, banking, finance, accounting, or administrative support may be advantageous but is not necessary.

🏝️ Benefits

• Training and ongoing support throughout the tax season.

• Access to professional tax preparation software.

• Tax preparation training and educational materials.

• Support during the tax season.

• Resources for tax compliance.

• Guidance on marketing.

• Resources for client communication.

• Continuous professional support throughout the tax season.

• Flexible scheduling options.

• Commission-based compensation for completed and funded tax returns.