Tax Preparer

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

📋 Description

• Prepare federal and state income tax returns for individuals.

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

• Accurately input tax information into professional tax preparation software.

• Verify completed returns for accuracy and completeness prior to filing.

• Communicate with clients regarding any missing or additional documentation.

• Clarify the tax preparation process to clients.

• Maintain well-organized and accurate records for clients.

• Safeguard confidential taxpayer, financial, and personal information.

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

• Provide exceptional customer service and foster long-term client relationships.

• Meet set deadlines during the peak tax season.

• Complete all necessary training and continuing education requirements.

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

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

• Represent Polished Talent Group with professionalism and integrity.

⛳️ Requirements

• High school diploma or equivalent qualification.

• Excellent attention to detail and strong organizational abilities.

• Professional communication skills, both written and verbal.

• Comfortable working independently in a remote setting.

• Basic computer skills are necessary.

• Capable of managing confidential financial information with care.

• Prior 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 before preparing tax returns.

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

• Ability to meet deadlines during the tax season.

• Capacity to market tax preparation services and expand a client base through networking, referrals, and community engagement.

🏝️ Benefits

• Commission-based compensation based on completed tax preparation services.

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

• Mandatory tax preparation and compliance training for candidates lacking prior experience.

• Continuing education opportunities available.

• Fully remote work options.