Tax Preparer

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

📋 Description

• Prepare federal and state income tax returns for individuals.

• Gather and assess tax documents provided by clients.

• Accurately input tax data into specialized tax preparation software.

• Review finalized returns to ensure precision and completeness.

• Liaise with clients concerning any missing or additional documentation.

• Maintain well-organized and precise client records.

• Safeguard confidential taxpayer and financial information.

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

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

• Provide outstanding customer service and cultivate enduring client relationships.

• Meet set deadlines throughout the tax season.

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

• Develop a book of business by nurturing long-term relationships with returning clients.

• Represent Polished Talent Group with professionalism and integrity.

⛳️ Requirements

• High school diploma or equivalent qualification.

• Exceptional attention to detail and organizational capabilities.

• Proficient written and verbal communication skills.

• Ability to work independently in a remote setting.

• Basic computer skills are necessary.

• Competence in handling confidential financial data responsibly.

• 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 acquire one prior to preparing tax returns.

• Completion of required tax preparation training is essential before handling client returns.

🏝️ Benefits

• Competitive compensation package.

• Opportunities for professional development and continuing education.

• Flexible working arrangements.

• Supportive and collaborative team environment.