Tax Preparer – ERO/EFIN Required

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

📋 Description

• Prepare and/or supervise the accurate completion of federal and state individual income tax returns.

• Ensure adherence to IRS e-file regulations and due-diligence standards.

• Safeguard confidential taxpayer data and maintain secure documentation.

• Review tax documents for precision and thoroughness.

• Engage professionally with clients throughout the tax preparation process.

• Maintain precise client records and necessary documentation.

• Build, manage, and expand a personal tax client portfolio.

• Create marketing, networking, client retention, and referral strategies.

• Identify opportunities for service expansion and revenue growth.

• Recruit and assist tax preparers if establishing a team.

• Provide leadership, direction, and support to team members.

• Oversee daily tax-business operations and manage client workflow.

• Monitor submitted returns and funded return activities.

• Participate in mandatory training and operational briefings.

• Stay updated on tax revisions, training prerequisites, and industry developments.

• Deliver exceptional customer service and educate clients throughout the tax preparation process.

• Represent the tax business and Polished Financial in a professional manner.

⛳️ Requirements

• An active PTIN is required prior to preparing federal tax returns for compensation.

• An active EFIN is preferred.

• Applicants lacking an EFIN must be prepared to apply and obtain IRS approval before undertaking responsibilities that necessitate an EFIN.

• Previous experience in tax preparation is preferred.

• Excellent communication and customer-service abilities are essential.

• Strong attention to detail and accuracy is required.

• Ability to work independently in a remote environment.

• Proficiency in using professional tax preparation software and online systems.

• A reliable computer and secure internet connection are necessary.

• A suitable workspace for managing confidential taxpayer information is required.

• Capability to maintain taxpayer confidentiality and comply with IRS guidelines is essential.

🏝️ Benefits

• Guidance on tax software and systems.

• Training and updates for tax preparation.

• Operational support for EROs.

• Resources for client development.

• Marketing assistance.

• Recruitment support for EROs interested in team building.

• Continuous operational support throughout the tax season.

• Flexible scheduling based on business and client demands.