Tax Preparer

Posted 1hrs ago

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Job Description

Remote tax preparer preparing individual federal and state income tax returns for Polished Talent Group clients. Reviewing documents, ensuring IRS compliance, and building client relationships.

Responsibilities:

  • Prepare individual federal and state income tax returns
  • Collect and review client-provided tax documents
  • Enter tax information accurately into professional tax preparation software
  • Review completed returns for accuracy and completeness
  • Communicate with clients regarding missing or additional documentation
  • Maintain organized and accurate client records
  • Protect confidential taxpayer and financial information
  • Follow applicable IRS requirements, company policies, and due diligence standards
  • Complete required training, compliance requirements, and continuing education
  • Deliver exceptional customer service and build lasting client relationships
  • Meet established deadlines during tax season
  • Market tax preparation services and grow the client base through networking, referrals, and community outreach
  • Build a book of business by developing long-term relationships with returning clients
  • Represent Polished Talent Group with professionalism and integrity

Requirements:

  • High school diploma or equivalent
  • Strong attention to detail and organizational skills
  • Professional written and verbal communication skills
  • Comfortable working independently in a remote environment
  • Basic computer proficiency
  • Ability to handle confidential financial information responsibly
  • Previous tax preparation or financial services experience is a plus but not required
  • Must have an active IRS Preparer Tax Identification Number (PTIN) or be willing to obtain one before preparing tax returns
  • Must successfully complete required tax preparation training before preparing client returns