Tax Preparer

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

📋 Description

• Prepare individual federal and state income tax returns.

• Gather and assess tax documents provided by clients.

• Accurately input tax data into professional tax preparation software.

• Review finalized returns for precision and thoroughness.

• Communicate with clients regarding any missing or additional documentation.

• Maintain well-organized and precise client records.

• Safeguard confidential taxpayer and financial information.

• Adhere to applicable IRS regulations and due diligence standards.

• Complete necessary training and compliance requirements.

• Provide outstanding customer service and foster client relationships.

• Meet established deadlines throughout the tax season.

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

• Develop a portfolio of business through enduring relationships with returning clients.

• Represent Polished Talent Group in a professional manner with integrity.

⛳️ Requirements

• High school diploma or its equivalent.

• Exceptional attention to detail and strong organizational skills.

• Proficient written and verbal communication skills.

• Comfortable working autonomously in a remote setting.

• Basic computer skills are essential.

• Ability to manage confidential financial information with care.

• 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 tax preparation training before handling client returns.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Flexible work schedule with remote work options.

• Opportunities for professional growth and development.

• Supportive team environment.