Tax Preparer

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

📋 Description

• Prepare individual federal and state income tax filings.

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

• Accurately input tax information into specialized tax preparation software.

• Verify completed returns for accuracy and thoroughness prior to submission.

• Communicate with clients regarding any missing or additional documentation.

• Clarify the tax preparation process to clients.

• Maintain well-organized and precise client records.

• Safeguard confidential taxpayer and financial data.

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

• Deliver outstanding customer service and foster enduring client relationships.

• Adhere to established deadlines during the tax season.

• Fulfill necessary training and compliance obligations.

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

• Develop a business portfolio through long-lasting relationships with returning clients.

• Represent Polished Talent Group with professionalism and integrity.

⛳️ Requirements

• High school diploma or equivalent qualification.

• Strong attention to detail accompanied by excellent organizational skills.

• Proficient written and verbal communication abilities.

• Comfortable working independently in a remote setting.

• Basic computer skills are required.

• 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 acquire one prior to preparing tax returns.

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

• Adhere to established deadlines during tax season.

• Engage in required continuing education activities.

• Ability to promote tax preparation services and expand a client base through networking, referrals, and community outreach.

🏝️ Benefits

• Opportunity to develop professional skills in tax preparation.

• Flexible work hours in a remote environment.

• Potential for career advancement and growth within the company.

• Supportive team environment focused on client satisfaction.