Tax Preparer

Overview

Join our tax preparation team as a Tax Preparer, where you will play an important role in providing accurate, professional, and dependable tax preparation services.

We are looking for motivated individuals who are ready to put their customer service skills to work while developing and applying their knowledge of tax preparation. In this role, you will assist clients throughout the tax filing process, review financial and tax documents, prepare accurate returns, maintain the confidentiality of information, and help create an exceptional client experience.

Previous tax preparation experience is preferred, but not required for the right candidate who is willing to learn, complete training, and meet all applicable requirements.

Duties & Responsibilities

• Prepare accurate individual federal and state income tax returns using professional tax preparation software.
• Review W-2s, 1099s, income statements, expense records, and other applicable tax documents.
• Interview clients to gather information necessary to complete their tax returns.
• Identify applicable filing statuses, deductions, credits, and other tax considerations.
• Review completed tax returns for accuracy and completeness before filing.
• Stay informed about relevant federal and state tax law changes and filing requirements.
• Explain tax documents, filing information, and completed returns to clients professionally and understandably.
• Answer and return client phone calls and emails in a timely and professional manner.
• Contact clients regarding missing documents or additional information needed to complete their returns.
• Schedule and confirm client appointments when necessary.
• Maintain accurate and organized client records and tax documentation.
• Protect confidential taxpayer, financial, and personally identifiable information at all times.
• Provide exceptional customer service before, during, and after the tax preparation process.
• Assist with client retention, referrals, marketing, and outreach efforts to help grow our tax clientele.
• Follow all company policies, tax preparation procedures, and applicable IRS requirements.
• Work collaboratively with other members of the tax preparation team during peak tax season.

Qualifications & Experience

• Previous tax preparation experience is preferred but not required.
• Strong customer service and interpersonal skills.
• Excellent verbal and written communication skills.
• Ability to professionally send, receive, and respond to phone calls and emails.
• Dependable, punctual, and professional.
• Detail-oriented and highly organized.
• Comfortable working with numbers and financial documents.
• Comfortable using computers and learning tax preparation software.
• Ability to communicate tax-related information clearly and professionally to clients.
• Ability to work efficiently in a fast-paced environment during peak tax season.
• Ability to handle sensitive financial and personal information with strict confidentiality.
• Willingness to learn, complete required training, and accept coaching and feedback.
• Commitment to accuracy, integrity, professionalism, and ethical tax preparation.
• Ability to work independently while also contributing to a team environment.
• Strong desire to provide excellent service and build positive client relationships.PTIN Requirement

Applicants who will prepare or substantially assist in preparing federal tax returns for compensation must have a valid (PTIN NUMBER) or be able to obtain one before preparing tax returns for clients.

Candidates who do not currently have a PTIN must be willing and able to obtain one as required for the position.

What We Offer

• Tax preparation training and professional development
• Hands-on tax preparation experience
• Supportive and professional team environment
• Opportunity to strengthen your tax knowledge and skills
• Experience in building and maintaining client relationships
• Client-building and referral opportunities
• Potential growth opportunities
• Opportunity to return for future tax seasons based on performance and business needs

Who We're Looking For

We want individuals who are motivated, professional, coachable, dependable, and ready to work.

You don't have to know everything on your first day. However, you must be willing to learn, take training seriously, provide excellent customer service, protect our clients' confidential information, and maintain high standards of accuracy and professionalism.

Tax season moves quickly, so we're looking for team members who can stay organized, communicate effectively, work under pressure, and maintain a positive and professional attitude.

Apply Today

If you're professional, motivated, dependable, and ready to build your skills in the tax preparation industry, we want to hear from you.

Submit your application and tell us about your previous tax preparation, financial, administrative, or customer service experience and why you believe you would be a strong addition to our tax preparation team.

Apply today and take the next step toward growing your experience in the tax preparation industry.

Pay: From $15,000.00 per month

Benefits:

• Flexible schedule

Work Location: Remote