Tax Preparer

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

📋 Description

• Prepare individual federal and state income tax returns.

• Gather and review tax documents provided by clients.

• Accurately input tax information into professional tax preparation software.

• Review completed returns to ensure accuracy and completeness.

• Communicate with clients regarding any missing or additional documentation.

• Maintain organized and precise records for clients.

• Safeguard confidential taxpayer and financial information.

• Adhere to relevant IRS guidelines and due diligence standards.

• Fulfill training and compliance obligations as required.

• Provide exceptional customer service and foster lasting client relationships.

• Meet deadlines established during the tax season.

• Engage in mandatory training and continuing education.

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

• Develop a book of business by cultivating long-term relationships with returning clients.

• Represent Polished Talent Group with professionalism and integrity.

⛳️ Requirements

• High school diploma or equivalent is required.

• Strong attention to detail and excellent organizational skills.

• Proficient written and verbal communication abilities.

• Comfortable working independently in a remote setting.

• Basic computer skills are necessary.

• Ability to manage confidential financial information with care.

• Previous experience in tax preparation or financial services is a plus 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 required tax preparation training before handling client returns.

🏝️ Benefits

• Competitive compensation package.

• Flexible work schedule.

• Opportunity for professional development and growth.

• Supportive team environment.