Tax Preparer

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

📋 Description

• Prepare individual federal and state income tax returns.

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

• Accurately input tax information into professional tax preparation software.

• Confirm the accuracy and completeness of completed returns prior to filing.

• Communicate with clients about any missing or additional documentation.

• Clarify the tax preparation process to clients.

• Maintain well-organized and precise client records and documentation.

• Safeguard confidential taxpayer, financial, and personal information.

• Adhere to relevant IRS guidelines, company policies, and tax compliance standards.

• Provide exceptional customer service and cultivate enduring client relationships.

• Meet established deadlines throughout the tax season.

• Complete necessary training and ongoing education.

• Promote tax preparation services and build a clientele through networking, referrals, and community outreach.

• Represent Polished Talent Group with professionalism and integrity.

• Report directly to Shermetra Jackson.

⛳️ 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 are necessary.

• 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 required training in tax preparation before working on client returns.

• Must comply with IRS regulations, company policies, tax compliance guidelines, and applicable due diligence standards.

• Ability to meet set deadlines during the tax season.

• Willingness to engage in required training and ongoing education.

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

🏝️ Benefits

• Full-time and part-time positions available.

• Flexible remote work options.

• Commission-based pay linked to completed tax preparation services.