Tax Preparer

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

📋 Description

• Prepare individual federal and state income tax returns.

• Gather, assess, and organize tax documents provided by clients.

• Input tax data into professional tax preparation software.

• Review finalized returns for accuracy and completeness prior to filing.

• Communicate with clients regarding any missing or additional documentation.

• Maintain well-organized and precise client records.

• Safeguard confidential taxpayer and financial information.

• Adhere to IRS regulations, company policies, and due diligence standards.

• Complete necessary training, compliance tasks, and continuing education.

• Provide exceptional customer service and foster relationships with returning clients.

• Meet established deadlines during the tax season.

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

• Represent Polished Talent Group with professionalism and integrity.

⛳️ Requirements

• High school diploma or equivalent.

• Exceptional attention to detail and organizational abilities.

• Strong written and verbal communication skills.

• Comfortable working independently in a remote setting.

• Basic proficiency with computers.

• Capable of handling confidential financial information with care.

• Prior experience in tax preparation or financial services is a plus, though not mandatory.

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

• Completion of required tax preparation training is necessary before handling client returns.

🏝️ Benefits

• Commission-based pay linked to completed tax preparation services.

• Opportunities for both full-time and part-time work.

• Flexible remote work options.