Tax Preparer

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

📋 Description

• Prepare individual federal and state income tax filings.

• Gather and assess tax documents provided by clients.

• Accurately input tax data into professional tax preparation software.

• Professionally communicate with clients about necessary documentation.

• Examine tax returns for precision and completeness.

• Uphold the confidentiality of taxpayer and financial details.

• Adhere to relevant IRS regulations and due diligence standards.

• Keep precise client documentation and records.

• Deliver professional and responsive client service.

• Complete mandatory tax preparation training and updates.

• Develop and sustain client relationships.

• Meet client service expectations, tax filing deadlines, and relevant business requirements.

⛳️ Requirements

• Previous tax preparation experience is appreciated but not mandatory.

• Strong focus on detail and accuracy.

• Professional written and verbal communication abilities.

• Customer service experience is advantageous.

• Capacity to work independently in a remote setting.

• Basic computer skills.

• Dependable and professional demeanor.

• Ability to manage time effectively and meet deadlines.

• Eagerness to learn tax preparation practices and compliance regulations.

• Access to a computer or laptop.

• Reliable internet connectivity.

• Capability to complete necessary training.

• Strong communication skills.

• Ability to safeguard confidential client information.

• Must fulfill IRS requirements for paid tax return preparers.

• Must acquire and maintain a valid IRS Preparer Tax Identification Number (PTIN).

• Must successfully complete required training before preparing client tax returns if new to tax preparation.

🏝️ Benefits

• Access to professional tax preparation software.

• Beginner-friendly tax preparation training.

• Weekly support during the tax season.

• Marketing assistance to help attract clients.

• Educational resources and information about the tax industry.

• Opportunities for advancement within our tax network.

• A supportive community dedicated to your success.

• Tax preparation resources and reference materials.

• Continuing education and updates in tax matters.

• Guidance on tax compliance and due diligence practices.

• Flexible scheduling.

• Remote work environment.