About This Role
This contract position is for an experienced tax preparer ready to grow their client base and increase their earning potential while working with a team that provides professional software, resources, and support. The role is a remote, seasonal, independent contractor opportunity for motivated professionals serious about building their business while maintaining high standards of accuracy, compliance, and client service.
Responsibilities
- Market services and build or maintain a client base
- Comply with company procedures and the signed contractor agreement
- Review and sign the independent contractor agreement before onboarding
- Comply with software exclusivity requirements if included in the signed agreement
- Disclose existing obligations (e.g., work with another tax company, existing software agreement, separate contract) before onboarding
Requirements
- Prior tax preparation experience
- Knowledge of tax preparation procedures and client documentation is preferred
- Ability to follow IRS requirements and due diligence standards
- Professional communication and client service skills
- Willingness to market services and build or maintain a client base
- Reliable laptop or desktop computer and internet connection
- Ability to comply with company procedures and the signed contractor agreement
- Willingness to review, sign, and honor applicable contractual requirements
- Availability to attend virtual tax preparation and business training for approximately 4–6 weeks
Benefits
- Professional tax software access
- Tax law and compliance resources
- Due diligence and documentation guidance
- Training on tax credits and deductions
- Marketing and client-building resources
- Ready-to-use marketing materials
- CRM and business support tools
- Ongoing support throughout tax season
- A remote opportunity to grow your tax preparation business
- Additional incentives, contests, and giveaways may be offered throughout training and tax season
- Flexible schedule
Important Details
- Contract: seasonal, independent contractor
- Estimated potential earnings: $1,000–$10,000+ per month during tax season (illustrative potential range, not a guarantee or promise of earnings)
Application Process
- Message “EXPERIENCED TAX PRO” to receive the next steps
- Full details regarding compensation options, contract requirements, software policies, and payment procedures will be explained during your virtual interview