Crestview Financial Solutions
Independent Tax Preparer (Remote, Will Train)
Skills
2 months ago
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Important information
Contract type:
Freelance / Contract, Temporary
Location:
United States
Work mode:
Remote
Published on:
14 August 2026
What they need
100% Remote | Independent Contractor | Training Provided
Overview
Crestview Financial Solutions is a remote-first tax firm serving clients in all 50 states. We're building our 2027 season preparer team and accepting both experienced preparers and motivated beginners.
What you get:
- Free 8-week tax law training starting mid-September
- Tax software training and season-long support
- File under an established EFIN with centralized review and compliance
- Earn per return with weekly payouts
What this is:
- Independent contractor role. You build your own client base with our marketing guidance
- Remote. Work from anywhere in the US
- Performance-based. Your earnings grow with your production
What Makes This Different:
- You'll operate as a 1099 independent contractor, not an employee
- You'll get access to tools, training, and support needed to confidently start
- There are no quotas, no micro-managing, and your earnings grow with your production
- You choose your hours and work from home (or anywhere with Internet access)
Requirements:
- Have or willing to obtain a PTIN (we'll walk you through it)
- Reliable internet and computer
- Coachable, ethical, and ready to follow compliance standards. No exceptions on that last one.
- Willing to market themselves (don't worry... we'll show you how)
No experience required. No clients handed to you. If you want to build something of your own with real training and real support behind you, apply now. Spots close before training begins.
Job Types: Seasonal, Contract
Work Location: Remote
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