ERO Partner – Total Package Tax Solutions
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Job Description
ERO Partner building and scaling a tax preparation business with Polished Talent Group. Recruiting tax preparers, managing operations, growing clients, and driving funded-return revenue.
Responsibilities:
- Build and maintain a personal tax client portfolio
- Develop strategies to attract new clients and increase tax return volume
- Promote the tax business through marketing, networking, and community engagement
- Identify opportunities to expand services and increase revenue
- Create a plan for long-term business growth and client retention
- Recruit and build a team of motivated tax preparers
- Provide leadership, guidance, and support throughout tax season
- Help preparers understand business expectations, client service standards, and performance goals
- Create a positive team culture focused on growth, accountability, and success
- Monitor team progress and support preparers in reaching their goals
- Manage daily operations of the tax business
- Oversee client workflow and tax season processes
- Ensure client documentation is collected and maintained properly
- Monitor submitted returns and funded return activity
- Maintain organization and communication with the team and clients
- Follow IRS guidelines, due diligence requirements, and professional standards
- Promote accurate and ethical tax preparation practices
- Maintain proper client records and documentation
- Protect confidential taxpayer information and follow security procedures
- Stay informed on tax updates, training requirements, and industry changes
- Deliver excellent customer service and build lasting client relationships
- Educate clients throughout the tax preparation process
- Create a trusted experience that encourages repeat customers and referrals
- Represent the tax business and Polished Financial with professionalism
- Take ownership of goals, growth, and results
- Use provided tools, training, and resources to maximize success
- Continue developing as a tax professional, leader, and business owner
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
- Ability to build and manage a team of tax preparers
- Ability to recruit, train, develop, and support tax preparers
- Ability to grow and maintain a personal client base
- Ability to manage tax office operations and business performance
- Ability to lead a team toward production and revenue goals
- Compliance with IRS requirements, due diligence standards, and documentation practices
- Ability to protect confidential taxpayer information and follow security procedures
- Commitment to accurate and ethical tax preparation practices
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 joining your office
- 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 focused on growth and scalability
- Leadership training
- Weekly support, tax season updates, and continued guidance
- Access to a community of entrepreneurs growing their tax businesses
- One-time investment provides access to tools, training, technology, and business infrastructure
- Opportunity to increase earning potential through client portfolio growth, team production, funded returns, repeat clients, referrals, and community expansion
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