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 organize tax documents provided by clients.

• Accurately input tax data into professional tax preparation software.

• Review finished returns to ensure accuracy and completeness.

• Communicate with clients regarding any missing or additional documentation needed.

• Maintain organized and precise client records.

• Safeguard confidential taxpayer and financial information.

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

• Complete necessary training, compliance obligations, and ongoing education.

• Provide exceptional customer service and foster relationships with returning clients.

• Promote tax preparation services through networking, referrals, and outreach to the community.

• Cultivate a book of business through enduring client relationships.

• Meet established deadlines throughout the tax season.

• Represent Polished Talent Group with professionalism and integrity.

⛳️ Requirements

• High school diploma or equivalent qualification.

• Strong attention to detail and excellent organizational skills.

• Professional verbal and written communication abilities.

• Comfortable working independently in a remote work setting.

• Basic proficiency in computer usage.

• Ability to responsibly handle confidential financial information.

• Prior 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.

🏝️ Benefits

• Competitive compensation structure.

• Flexible work schedule.

• Opportunities for professional development and continuing education.