Tax Preparer

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

📋 Description

• Prepare federal and state income tax returns for individuals.

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

• Accurately input tax details into specialized tax preparation software.

• Examine completed returns to ensure accuracy and thoroughness.

• Confirm all information prior to submission.

• Engage with clients regarding any missing or additional documents.

• Clarify the tax preparation process to clients.

• Maintain precise records and documentation for clients.

• Safeguard sensitive taxpayer and financial information.

• Adhere to IRS regulations, company policies, and due diligence standards.

• Complete necessary training and ongoing education.

• Meet deadlines established during the tax season.

• Provide outstanding customer service and foster client relationships.

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

• Develop a client base through enduring relationships.

• Represent Polished Talent Group with professionalism and integrity.

⛳️ Requirements

• High school diploma or equivalent qualification.

• Excellent attention to detail and strong organizational skills.

• Professional communication skills, both written and verbal.

• Comfortable working independently in a remote setting.

• Basic proficiency in computer usage.

• Ability to manage confidential financial information with care.

• Previous experience in tax preparation or financial services is beneficial, but not mandatory.

• Possession of an active IRS Preparer Tax Identification Number (PTIN), or willingness to obtain one prior to preparing tax returns.

• Successful completion of necessary tax preparation training before handling client returns.

• Competence in computer literacy and data entry tasks.

• Strong customer service and communication skills.

🏝️ Benefits

• Compensation based on commissions linked to completed tax preparation services.

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

• Remote work flexibility.

• Mandatory tax preparation training provided.

• Access to continuing education opportunities.