Experienced Tax Preparer – EFIN Required
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Job Description
Experienced tax preparer managing federal and state returns for Polished Talent Group’s tax network. Building clients, supporting operations, and maintaining IRS compliance.
Responsibilities:
- Prepare and review individual federal and state income tax returns
- Maintain accurate client documentation and tax records
- Conduct client interviews and collect required tax documentation
- Follow IRS due diligence requirements and tax preparation standards
- Maintain confidentiality of taxpayer information
- Communicate with clients regarding return status, documentation needs, and filing requirements
- Ensure returns are accurate and complete before submission
- Assist with tax season workflow and client management
- Participate in required training, compliance updates, and tax season meetings
- 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
- Recruit and build a team of tax preparers
- Provide leadership, guidance, and support throughout tax season
- Manage daily operations of the tax business
- Oversee client workflow and tax season processes
- Monitor submitted returns and funded return activity
- Deliver excellent customer service and build lasting client relationships
- Educate clients throughout the tax preparation process
- Take ownership of business goals, growth, and results
Requirements:
- Active IRS Electronic Filing Identification Number (EFIN) required
- Valid PTIN required
- Previous individual income tax preparation experience
- Knowledge of federal and state tax filing requirements
- Familiarity with tax preparation software
- Strong attention to detail and organizational skills
- Excellent communication and client service skills
- Ability to work independently and manage deadlines during tax season
- Commitment to maintaining confidentiality and IRS compliance standards
- Candidates must already possess an active EFIN and have prior tax preparation experience
Benefits:
- Professional tax preparation software and technology
- Tax season onboarding and preparation support
- Bank product setup assistance
- Continuing tax education and training resources
- Compliance and due diligence training
- Tax office workflow and operational guidance
- Client acquisition and retention strategies
- Marketing resources and business development guidance
- Weekly support and tax season updates
- Access to a network of tax professionals and industry resources
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