Tax Preparer

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

📋 Description

• Prepare federal and state income tax returns for individuals utilizing professional tax preparation software.

• Collect, review, organize, and verify tax documents provided by clients.

• Accurately input tax information into tax preparation software.

• Examine completed returns for accuracy and completeness prior to filing.

• Communicate with clients regarding any missing or additional documentation.

• Provide explanations of the tax preparation process.

• Maintain precise records and documentation for clients.

• Ensure the protection of confidential taxpayer, financial, and personal information.

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

• Deliver outstanding customer service and foster long-lasting client relationships.

• Meet deadlines set during the tax season.

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

• Develop a client portfolio through ongoing relationships with returning clients.

• Represent Polished Talent Group in a professional manner with integrity.

⛳️ Requirements

• High school diploma or equivalent qualification.

• Strong attention to detail along with excellent organizational skills.

• Proficient written and verbal communication abilities.

• Comfortable working independently in a remote setting.

• Basic proficiency in computer usage.

• Capability to manage confidential financial information with care.

• Prior experience in tax preparation is preferred 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 complete the required tax preparation training successfully before handling client returns.

• Must adhere to relevant IRS requirements, due diligence standards, company policies, and tax compliance mandates.

• Must meet established deadlines during the tax season.

• Must engage in mandatory training and continuing education.

🏝️ Benefits

• Commission-based pay structure based on completed tax preparation services.

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

• Flexible remote work arrangements.

• Required training for tax preparation.

• Access to continuing education opportunities.