Tax Preparer

Posted 3ds ago

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Job Description

Remote tax preparer preparing individual federal and state returns for Polished Talent Group. Reviewing documents, communicating with clients, and building a seasonal tax-preparation client base.

Responsibilities:

  • Prepare individual federal and state income tax returns using professional tax preparation software
  • Collect, review, organize, and verify client-provided tax documents
  • Enter tax information accurately into tax preparation software
  • Review completed returns for accuracy and completeness before filing
  • Communicate with clients about missing or additional documentation
  • Explain the tax preparation process
  • Maintain accurate client records and documentation
  • Protect confidential taxpayer, financial, and personal information
  • Follow IRS regulations, company policies, and tax compliance requirements
  • 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 through long-term relationships with returning clients
  • Represent Polished Talent Group professionally and with 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
  • Prior tax preparation experience is preferred 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
  • Must follow applicable IRS requirements, due diligence standards, company policies, and tax compliance requirements
  • Must meet established deadlines during tax season
  • Must participate in required training and continuing education

Benefits:

  • Commission-based compensation based on completed tax preparation services
  • Full-time and part-time opportunities
  • Remote work arrangement
  • Required tax preparation training
  • Continuing education