Tax Preparer – ERO/EFIN Required
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Remote ERO tax professional preparing compliant federal and state returns. Building a personal client base, managing tax operations, and optionally recruiting preparers.
Responsibilities:
- Prepare and/or oversee accurate federal and state individual income tax returns
- Maintain compliance with IRS e-file requirements and due-diligence standards
- Protect confidential taxpayer information and maintain secure records
- Review tax documentation for accuracy and completeness
- Communicate professionally with clients throughout the tax preparation process
- Maintain accurate client records and required documentation
- Build, manage, and grow a personal tax client portfolio
- Develop marketing, networking, client retention, and referral strategies
- Identify opportunities to expand services and increase revenue
- Recruit and support tax preparers if building a team
- Provide leadership, guidance, and support to team members
- Manage daily tax-business operations and oversee client workflow
- Monitor submitted returns and funded return activity
- Participate in required training and operational updates
- Stay informed on tax updates, training requirements, and industry changes
- Deliver excellent customer service and educate clients throughout the tax preparation process
- Represent the tax business and Polished Financial professionally
Requirements:
- Active PTIN required before preparing federal tax returns for compensation
- Active EFIN preferred
- Applicants without an EFIN must be willing to apply and receive IRS approval before performing responsibilities that require an EFIN
- Previous tax preparation experience preferred
- Strong communication and customer-service skills
- Strong attention to detail and accuracy
- Ability to work independently in a remote environment
- Comfortable using professional tax preparation software and online systems
- Reliable computer and secure internet connection
- Appropriate workspace for handling confidential taxpayer information
- Ability to maintain taxpayer confidentiality and follow IRS requirements
Benefits:
- Tax software and system guidance
- Tax preparation training and updates
- ERO operational guidance
- Client-development resources
- Marketing guidance
- Recruitment guidance for EROs who choose to build a team
- Ongoing operational support throughout the tax season
- Flexible scheduling based on business and client needs
Similar Jobs
Tax Preparer
Remote tax preparer preparing individual federal and state returns for Polished Talent Group’s tax-services clients. Reviewing documents, communicating with taxpayers, and building a seasonal client book.
Tax Manager
Manager of Tax leading sales and transaction tax audits, reserves, and compliance. Serving as auditor contact while resolving assessments and supporting tax projects.
ERO Partner – Elite Tax Software
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.
Tax Director
Tax Director leading HNW individual and small-business tax pods at a national CPA firm. Reviewing complex returns and driving proactive wealth-transfer and succession planning.
Tax Manager
Tax Manager owning CESOP, FATCA, CRS, DAC6, and DAC7 reporting for Rapyd's global payments and fintech platform. Building scalable compliance processes across EU and international operations.
Global Head of Tax
Global Head of Tax leading Canadian and international tax strategy for Progress Partners’ multinational SaaS and mobile product group. Owning transfer pricing, governance, compliance, and cross-border structuring.
Senior Tax Manager – Corporate Taxation, Mergers and Acquisitions
Tax Senior Manager providing federal corporate tax, compliance, planning, and M&A advisory services. Developing technical guidance and thought leadership for Cherry Bekaert’s national tax office.
Tax Staff
Tax Staff preparing individual, business, and corporate US tax returns for GR8, a partnership of leading US CPA firms. Supporting compliance research, work papers, and tax operations.
Senior SAP FI Consultant – Tax Reform
Consultor SAP FI Senior supporting CBS/IBS tax reform adaptation. Aligning SAP processes and systems with Brazil’s new tax model remotely.
Tax Specialist
Tax Specialist processing payroll and sales tax filings for Back Office, a unified restaurant accounting and payroll software solution. Resolving notices, ensuring compliance, and improving tax operations through automation.
Surplus Lines Tax & Compliance Specialist
Surplus lines compliance specialist supporting insurance clients for ReSource Pro, an insurance workflow optimization and technology services partner. Preparing tax filings, coordinating with regulators, and resolving client operational issues.
Tax Analyst, Direct Tax
Tax Analyst managing corporate tax compliance, audits, and planning for Remote, a global employment platform. Supporting entities and tax advisors across jurisdictions worldwide.
Tax Preparer
Remote tax preparer helping Polished Talent Group clients prepare and file individual income tax returns. Using tax software, reviewing documents, and building client relationships.
Tax Preparer
Remote tax preparer preparing individual income tax returns for AIC Solutions. Reviewing client documents, ensuring tax compliance, and building client relationships.
Tax Preparer
Remote tax preparer preparing individual income tax returns for M&N Tax Services. Reviewing client documents, ensuring compliance, and building client relationships.
Tax Associate / Tax Clerk
Tax Associate bei Münchener Digitalsteuerberatung mit berufsbegleitendem FOM-Studium. Erstellung von Buchhaltungen, Abschlüssen und Steuererklärungen sowie digitale Kanzleiprojekte.
Tax Manager
Remote Tax Manager delivering tax compliance and advisory services for a modern US accounting firm. Leading engagements, projections, returns, and client relationships.
Tax Director
Tax Director leading tax advisory and compliance for an accounting firm serving business owners and high-net-worth clients. Managing teams, complex returns, client relationships, and strategic growth.
Tax Manager
Remote Tax Manager delivering tax compliance, consulting, and projections for businesses, entrepreneurs, and family offices. Building client relationships and improving tax processes for a modern accounting firm.
Tax Manager
Remote Tax Manager advising entrepreneurs and real estate investors through proactive planning and complex tax strategies. Leading advisory meetings, strategic returns, and firm-wide technical growth.