ERO Partner – Elite Tax Software
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Job Description
ERO Partner building a tax preparation business with Elite Tax Software and Polished Talent Group. Recruiting teams, growing clients, managing operations, and maintaining IRS compliance.
Responsibilities:
- Build and manage a team of tax preparers
- Recruit, train, develop, and support tax preparers throughout tax season
- Build and maintain a personal tax client portfolio
- Create strategies to attract new clients and increase funded return volume
- Promote the tax business through marketing, networking, and community engagement
- Identify opportunities to expand services and increase revenue
- Create plans for long-term business growth and client retention
- Manage daily tax business operations and oversee client workflow
- Ensure client documentation is properly collected and maintained
- Monitor submitted returns and funded return activity
- Lead the team toward production and revenue goals
- Maintain organization and communication with team members and clients
- Promote accurate and ethical tax preparation practices
- Deliver excellent customer service and build lasting client relationships
- Educate clients throughout the tax preparation process
- Represent the tax business and Polished Financial professionally
- Take ownership of business goals, growth, and results
Requirements:
- Experienced tax preparers ready to become business owners
- Entrepreneurs looking to enter the tax industry
- Existing business owners wanting to add tax preparation services
- Leaders who enjoy building and developing teams
- Motivated individuals ready to create an additional income opportunity
- Maintain compliance with IRS requirements, due diligence standards, and documentation practices
- Follow IRS guidelines, due diligence requirements, and professional standards
- Protect confidential taxpayer information and follow security procedures
- Stay informed on tax updates, training requirements, and industry changes
Benefits:
- Professional tax software access with secure client management tools
- ERO onboarding and tax season preparation support
- Bank product setup assistance to provide refund transfer options
- Tax Preparer Training Academy access
- Structured onboarding process for new tax preparers
- Recruiting strategies
- Interview templates, hiring guidance, and team development resources
- Tax office operations training and business workflow guidance
- Compliance training covering IRS standards, due diligence, documentation, and risk management
- Marketing strategies
- Client acquisition and retention strategies
- Business development resources
- Leadership training
- Weekly support, tax season updates, and continued guidance
- Access to a community of entrepreneurs growing their tax businesses
- Opportunity to build a scalable tax business and increase earning potential through personal and team production
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