Tax Preparer
Posted 1hrs ago
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Job Description
Remote tax preparer preparing individual federal and state returns for SJ Tax Group. Managing client documents, compliance, confidentiality, and tax-season client relationships.
Responsibilities:
- Prepare individual federal and state income tax returns
- Collect, review, and organize client-provided tax documents
- Enter tax information accurately into professional tax preparation software
- Verify completed returns for accuracy and completeness before filing
- Communicate with clients regarding missing or additional documentation
- Explain the tax preparation process
- Maintain organized and accurate client records and documentation
- Protect confidential taxpayer, financial, and personal information
- Follow applicable IRS requirements, company policies, and tax compliance standards
- Deliver professional customer service and build lasting client relationships
- Meet established deadlines during tax season
- Complete required training and continuing education
- Market tax preparation services and develop a book of business through networking, referrals, and community outreach
- Represent Polished Talent Group with professionalism and integrity
- Report to Shermetra Jackson
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
- Must follow IRS regulations, company policies, tax compliance requirements, and applicable due diligence standards
- Ability to meet established deadlines during tax season
- Willingness to participate in required training and continuing education
- Ability to market tax preparation services and grow a client base through networking, referrals, and community outreach
Benefits:
- Full-time and part-time opportunities available
- Remote work arrangement
- Commission-based compensation tied to completed tax preparation services
















