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 completed returns to ensure accuracy and completeness.

• Communicate with clients about any missing or additional documentation.

• Maintain well-organized and precise client records.

• Safeguard confidential taxpayer and financial information.

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

• Meet set deadlines during the tax season.

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

• Develop a portfolio of business through long-term relationships with returning clients.

• Represent Polished Talent Group in a professional and ethical manner.

⛳️ Requirements

• High school diploma or equivalent qualification.

• Exceptional attention to detail and strong organizational abilities.

• Proficient written and verbal communication skills.

• Comfortable working independently in a remote setting.

• Basic proficiency in computer usage.

• Capable of managing confidential financial information 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 obtain one prior to preparing tax returns.

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

🏝️ Benefits

• Opportunity for remote work.

• Availability of full-time and part-time positions.

• Compensation based on commission.

• Required training for tax preparation.

• Continuing education opportunities.