Experienced ERO

JOB SUMMARY:

ALREADY AN ERO? LET'S TAKE YOUR TAX BUSINESS TO THE NEXT LEVEL.

TAX TUESDAY Tax Pros is seeking experienced Electronic Return Originators (EROs) who have already established themselves in the tax industry and are ready for stronger software, resources, support, and business-growth opportunities for the upcoming tax season.

You've already learned how to prepare returns.

You've already obtained your EFIN.

You've already started building your clientele.

Now the question is: What's NEXT for your tax business?

We're looking for established EROs who want to operate independently, increase their client base, strengthen their systems, build a team, and position their tax business for continued growth.

This opportunity is designed for TAX PROS who are ready to OWN their business—not start over.

PLEASE READ BEFORE APPLYING

This is NOT a traditional W-2 employment position.

This is an independent contractor/business partnership opportunity for established tax professionals and EROs.

Partners operate as self-employed independent tax business owners.

This is NOT a commission-based position.

There is an upfront partner investment associated with the professional software, technology, systems, resources, and/or business support provided through the partnership.

Compensation, investment, software options and complete partnership terms will be discussed during the interview.

Please apply only if you are looking for a business partnership/software solution rather than traditional employment.

Who We're Looking For

This opportunity is specifically designed for experienced EROs.

You may be a strong fit if you:

• Have an active EFIN
• Have approximately 1–2+ years of ERO/tax-industry experience
• Have previously processed returns under your EFIN
• Have an established or growing client base
• Currently use or have previously used professional tax software
• Want a stronger software solution
• Want more control over your tax business
• Want to increase client volume
• Want to improve your business systems
• Want to recruit or expand a team of tax preparers
• Want professional tax-season support
• Are looking for additional revenue opportunities
• Want to position your business for long-term growth

This is not an entry-level tax preparer opportunity.

New PTIN holders and newly approved EFIN holders should apply to our separate opportunities designed specifically for those stages.

Are You Ready for Something Different?

Maybe you've been in the industry for a couple of seasons and you're asking:

“Am I paying too much for tax software?”

“Is my current software/provider actually helping me grow?”

“How can I process more returns this season?”

“How do I recruit and manage additional preparers?”

“How do I create better systems for my office?”

“How do I become more independent?”

“What is the next level after simply preparing returns?”

If you've been asking yourself those questions, we'd like to talk with you.

What the Partnership May Include

Depending upon your business needs and approved partnership structure, Priority PRO resources may include:

• Professional tax preparation software
• EFIN/software configuration
• Software onboarding
• Tax-season software support
• Client workflow resources
• Business operational systems
• Compliance and due-diligence resources
• Bank-product guidance where applicable
• Pricing and service-development guidance
• Marketing and client-acquisition strategies
• Business-development resources
• Recruiting and team-building guidance
• Support for managing multiple preparers
• Additional eligible add-on fees and incentives
• Growth opportunities within our TAX PRO Partner Network

KEEP YOUR BUSINESS. BUILD IT STRONGER.

One message I would emphasize in this posting is:

We're not asking established EROs to give up the business they've already built.

The goal is to provide qualified EROs with the software, resources, systems and partnership support needed to strengthen what they already own.

You bring your:

EFIN + Experience + Clients + Business

We help provide the:

Software + Systems + Resources + Support + Growth Strategy

Together, we identify what your tax business needs for its next stage.

TAX PRO Growth Path

Our professional development pathway is:

START → GROW → BUILD → OWN → PRO

Experienced EROs generally enter our OWN stage.

OWN is designed for tax professionals who have moved beyond the beginning stages and want to operate a stronger, increasingly independent tax business.

For qualified EROs interested in eventually expanding into the professional tax-software business, there may also be an opportunity to advance:

OWN → PRO

PRO is our pathway for qualified professionals interested in software sales and Service Bureau business development.

Responsibilities

As an independent ERO/business owner, responsibilities may include:

• Maintaining an active EFIN
• Maintaining applicable PTIN credentials when personally preparing returns
• Operating your independent tax business
• Maintaining professional tax software access
• Following applicable IRS ERO requirements
• Maintaining taxpayer privacy and data security
• Overseeing tax return preparation and quality control
• Managing return acknowledgments and rejected returns
• Maintaining appropriate client documentation
• Managing preparers associated with your business when applicable
• Completing required software/compliance training
• Following applicable software and bank-product requirements
• Developing and maintaining your clientele
• Maintaining professional and ethical business practices

Qualifications

Required:

• Active IRS-issued EFIN
• Previous experience operating as an ERO
• Professional tax-preparation experience
• Ability to protect confidential taxpayer information
• Professional communication skills
• Strong business ethics
• Ability to operate independently
• Business-owner/entrepreneurial mindset

Preferred:

• Approximately 1–2+ years operating as an ERO
• Existing client base
• Previous professional tax-software experience
• Experience processing bank products
• Experience managing tax preparers
• Existing tax business/entity
• Interest in increasing return volume
• Interest in building a tax team

Compensation & Partnership Terms

Compensation will be discussed during the interview.

This is not commission-based employment.

Specific financial terms depend upon the approved ERO partnership arrangement and may vary based upon business structure, software needs, credentials, responsibilities and other applicable factors.

Qualified applicants will receive information regarding the:

Partner Investment Compensation Structure Professional Software Partner Responsibilities Eligible Add-On Fees & Incentives Onboarding Business Growth Opportunities

All applicable financial and contractual terms will be provided before onboarding.

TAX Tuesday is looking for motivated TAX PROS ready to START or GROW their tax business for the upcoming season.

Professional software. Training. Support. Systems. Business development.

This is a self-employed independent contractor partnership opportunity and requires a partner investment. Compensation and investment details are discussed during the interview.

Ready to do more than just prepare taxes? Apply today.

Serious Inquiries ONLY, send your resume to [email protected]

Pay: $10,000.00 - $30,000.00 per month

Benefits:

• Employee assistance program
• Flexible schedule
• Professional development assistance
• Referral program

Application Question(s):

• Do you currently have an ACTIVE IRS-issued EFIN?
• When was your EFIN approved?
• Have you selected professional tax software for the upcoming season?
• Do you currently have your own tax clients?
• How long have you operated as an ERO?
• Approximately how many returns did your business process last tax season?
• What professional tax software are you currently using?
• How many tax preparers currently work with your business?
• What are you MOST interested in improving this upcoming tax season?
• Are you currently looking for new professional tax software for the upcoming season?
• In 1–2 sentences, what would you like to accomplish differently in your tax business this upcoming season?

Experience:

• TAX Prep: 1 year (Preferred)

Ability to Commute:

• Remote (Preferred)

Work Location: Remote