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, and organize client tax documents to ensure accuracy and completeness.

• Input tax information using specialized tax preparation software.

• Confirm all details prior to filing.

• Communicate with clients about necessary documents and information regarding their returns.

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

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

• Safeguard confidential financial and personal information of clients.

• Maintain precise client records and documentation.

• Deliver exceptional customer service and cultivate long-term client relationships.

• Meet deadlines established 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.

• Foster enduring relationships with returning clients and build a portfolio of business.

• Represent Polished Talent Group with professionalism and integrity.

⛳️ Requirements

• Previous experience in tax preparation is preferred, but not mandatory.

• Must be dependable and professional.

• Comfortable working independently in a remote setting.

• Strong attention to detail.

• Capable of communicating effectively and professionally with clients.

• Proficient in using a computer and willing to learn new software.

• Must complete required tax training.

• Ability to adhere to tax preparation and compliance procedures.

• Access to a reliable computer or laptop.

• Stable internet connection is required.

• Must be able to work remotely.

• Ability to maintain client confidentiality.

• Must meet the necessary qualifications for tax preparers.

• 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 required.

🏝️ Benefits

• Access to professional tax preparation software.

• Training and educational resources for tax preparation.

• Support during the tax season.

• Resources for tax compliance.

• Guidance on marketing strategies.

• Resources for client communication.

• Ongoing professional support throughout the tax season.