Tax Preparer

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

📋 Description

• Prepare federal and state income tax returns for individuals.

• Gather, examine, and organize tax documents provided by clients.

• Accurately input tax information into professional tax preparation software.

• Review finalized 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 relevant IRS regulations, company policies, and due diligence standards.

• Complete mandatory training and compliance requirements.

• Provide excellent customer service and foster client relationships.

• Meet deadlines established during the tax season.

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

• Develop a book of business through lasting relationships with returning clients.

• Represent Polished Talent Group with professionalism and integrity.

⛳️ Requirements

• High school diploma or its equivalent.

• Strong attention to detail and exceptional organizational skills.

• Proficient written and verbal communication abilities.

• Comfortable working independently in a remote setting.

• Basic computer skills are necessary.

• Ability to manage confidential financial information with care.

• Previous 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.

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

🏝️ Benefits

• Competitive compensation structure.

• Opportunities for professional development and training.

• Flexible work environment, allowing for remote work.