Tax Preparer

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

📋 Description

• Prepare federal and state income tax returns for individuals.

• Gather and evaluate tax documents provided by clients.

• Accurately input tax data into specialized tax preparation software.

• Engage in professional communication with clients regarding necessary documentation.

• Assess returns for both accuracy and completeness.

• Uphold the confidentiality of taxpayer and financial information.

• Adhere to relevant IRS regulations and due diligence standards.

• Ensure accurate client documentation and records are maintained.

• Deliver professional and responsive client service.

• Complete necessary training and updates for tax preparation.

• Develop and sustain client relationships.

• Fulfill client service expectations, tax filing deadlines, and relevant business requirements.

⛳️ Requirements

• Prior experience in tax preparation is preferred but not mandatory.

• Exceptional attention to detail and precision.

• Strong professional communication skills, both written and verbal.

• Customer service experience is beneficial.

• Capability to work independently in a remote setting.

• Basic proficiency in computer use.

• Dependable and professional demeanor.

• Ability to manage time effectively and meet deadlines.

• Willingness to learn about tax preparation methods and compliance standards.

• Access to a computer or laptop.

• Reliable internet connection.

• Capacity to complete necessary training.

• Strong communication abilities.

• Ability to safeguard confidential client information.

• Compliance with IRS requirements for paid tax return preparers.

• Valid IRS Preparer Tax Identification Number (PTIN) is required and must be maintained.

• New tax preparers must successfully complete the required training before preparing client tax returns.

🏝️ Benefits

• Access to professional tax preparation software.

• Beginner-friendly tax preparation training available.

• Weekly support provided during the tax season.

• Marketing assistance to help attract clients.

• Educational resources and information about the tax industry.

• Opportunities for advancement within our tax network.

• A supportive community dedicated to your success.

• Resources and reference materials for tax preparation.

• Support during the tax season.

• Ongoing tax education and updates.

• Guidance on tax compliance and due diligence procedures.

• Flexible scheduling options.

• Work remotely in a conducive environment.