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 specialized tax preparation software.

• Review the completed returns for accuracy and thoroughness.

• Communicate with clients about any missing or additional documentation needed.

• Maintain orderly and precise client records.

• Safeguard confidential taxpayer and financial information.

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

• Complete necessary training and compliance requirements.

• Provide excellent customer service and foster client relationships.

• Meet deadlines established during tax season.

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

• Develop a book of business through enduring relationships with returning clients.

• Represent Polished Talent Group with professionalism and integrity.

⛳️ Requirements

• High school diploma or its equivalent.

• Exceptional attention to detail and strong organizational skills.

• Proficient written and verbal communication skills.

• Comfortable working independently in a remote setting.

• Basic computer skills are necessary.

• Capability to manage confidential financial information with care.

• Previous 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 prior to preparing tax returns.

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

🏝️ Benefits

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

• Option for remote work arrangements.