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 arrange tax documents provided by clients.

• Accurately input tax data into professional tax preparation software.

• Review completed returns to ensure accuracy and completeness.

• Communicate with clients regarding any missing or additional documentation.

• Maintain well-organized and precise client records.

• Safeguard confidential taxpayer and financial information.

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

• Provide outstanding customer service and foster enduring client relationships.

• Meet established deadlines during the tax season.

• Engage in mandatory training and continuing education.

• Promote tax preparation services through networking, referrals, and community engagement.

• Develop a portfolio of clients through long-term relationships.

• Represent the company with professionalism and integrity.

⛳️ Requirements

• High school diploma or equivalent qualification.

• Strong attention to detail and excellent organizational skills.

• Proficient written and verbal communication abilities.

• Comfortable working independently in a remote setting.

• Basic computer skills.

• Ability 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.

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

• Must comply with applicable IRS requirements and due diligence standards.

🏝️ Benefits

• Commission-based compensation for completed tax preparation services.

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

• Remote work flexibility.

• Required tax preparation training provided.

• Continuing education opportunities available.