About This Role
Working as a Remote Tax Preparer, you will assist clients with the preparation of individual federal and state income tax returns. This is a remote, commission-based position with full-time and part-time opportunities available. The role suits a detail-oriented individual comfortable working independently.
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 and due diligence standards
- Complete required training and compliance requirements
- Maintain professional communication with clients and team members
- Explain the tax preparation process and request any missing documentation
- Deliver exceptional customer service and build lasting client relationships
- Meet established deadlines during tax season
- Participate in required training and continuing education
- Market your tax preparation services and grow your client base through networking, referrals, and community outreach
- Build your own 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
- 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
Nice to have:
- Previous tax preparation or financial services experience
Benefits
- Flexible schedule
- Referral program
Important Details
- Employment type: full-time or part-time
About the Company
Polished Talent Group specializes in delivering innovative solutions and exceptional services to meet the diverse needs of its clients. With a strong commitment to quality and customer satisfaction, it strives to exceed expectations and drive success in every project it undertakes.