Tax Preparer

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

📋 Description

• Prepare federal and state income tax returns for individuals.

• Review, collect, and organize client tax documentation to ensure accuracy and completeness.

• Input tax data using specialized professional tax preparation software.

• Verify all information prior to submission.

• Engage with clients to discuss necessary documents and returns information.

• Clarify the tax preparation process and request any missing documentation.

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

• Safeguard confidential financial and personal information of clients.

• Maintain precise client records and documentation.

• Deliver exceptional customer service and foster enduring client relationships.

• Meet deadlines set during the tax season.

• Participate in mandatory training and continuing education programs.

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

• Cultivate long-term relationships with repeat clients and grow a personal book of business.

• Represent Polished Talent Group with utmost professionalism and integrity.

⛳️ Requirements

• Previous experience in tax preparation is preferred but not essential.

• Must be reliable and professional.

• Comfortable working autonomously in a remote setting.

• Detail-oriented.

• Capable of communicating professionally with clients.

• Proficient in using a computer and open to learning new software.

• Able to complete the necessary tax training.

• Capable of following tax preparation and compliance protocols.

• Must have a dependable computer or laptop.

• Reliable internet connection is essential.

• Ability to work remotely.

• Commitment to maintaining client confidentiality.

• Ability to meet relevant tax preparer qualifications.

• Availability during the tax filing season is required.

• Previous experience in tax preparation, customer service, banking, finance, accounting, or administrative support may be beneficial but is not mandatory.

🏝️ Benefits

• Access to professional tax preparation software.

• Tax preparation training and educational materials.

• Support during the tax season.

• Resources for tax compliance.

• Guidance for marketing efforts.

• Tools for client communication.

• Continuous professional support throughout the tax season.