Tax Preparer (Remote)

Great Lakes EZ Financial Solution is seeking motivated and professional individuals to join our remote tax preparation team as 1099 independent contractors for the upcoming tax season.

No prior professional tax preparation experience is required. We provide training, tax software education, compliance guidance, and ongoing support to help you develop the knowledge and skills needed to prepare tax returns.

This opportunity is ideal for individuals interested in learning the tax industry, building their own client base, and earning seasonal income based on the tax returns they complete.

Position Details

• Classification: 1099 Independent Contractor
• Work Location: Remote – United States
• Primary Tax Season: January–April
• Limited off-season tax preparation opportunities may be available
• Flexible schedule based on your availability and client needs
• This is NOT an hourly or salaried position
• Compensation is based on completed/funded tax returns
• Independent contractors are responsible for developing and maintaining their own client base
• Contractors are responsible for their own applicable federal, state, and local taxes

Earnings are not guaranteed. Actual compensation varies based on individual client volume, completed returns, return types, and other applicable factors.

What Great Lakes EZ Provides

• Tax preparation training
• Tax law and compliance education
• Due diligence and ethics training
• Hands-on tax software training
• PTIN application guidance, if needed
• Ongoing tax-season support
• Marketing and client-development guidance
• Professional development opportunities
• Access to applicable tax preparation systems and resources

Independent Contractor Responsibilities

• Develop and maintain your own tax client base
• Prepare accurate federal and applicable state income tax returns
• Interview clients and obtain required tax documentation
• Review information for accuracy and completeness
• Follow applicable IRS and state tax-preparer requirements
• Complete required due diligence
• Maintain the confidentiality and security of taxpayer information
• Communicate professionally with clients
• Maintain accurate records
• Complete required training before preparing client returns
• Market your tax preparation services professionally and ethically

Requirements

• Must be legally authorized to work in the United States
• Reliable laptop or desktop computer
• Reliable internet connection
• Strong communication and customer-service skills
• Ability to work independently in a remote environment
• Strong attention to detail
• Professional attitude and willingness to learn
• Ability to protect confidential taxpayer information
• Must obtain and maintain a valid IRS Preparer Tax Identification Number (PTIN) before preparing federal tax returns for compensation
• Must satisfy any additional tax-preparer registration, education, licensing, or compliance requirements applicable in their state

Previous tax preparation experience is not required.

Experience in customer service, sales, financial services, bookkeeping, administrative work, or entrepreneurship may be helpful.

Ideal Candidate

We are looking for self-motivated individuals who understand that independent contracting requires personal accountability.

You should be willing to:

• Learn the tax preparation process
• Complete training
• Market yourself
• Build relationships with potential clients
• Develop your own clientele
• Provide professional customer service
• Follow tax laws and compliance requirements

This may be a good fit for someone seeking seasonal income, a career change, or an opportunity to develop experience in the tax preparation industry.

Compensation

1099 Independent Contractor – Paid Per Completed/Funded Tax Return

This opportunity does not provide hourly wages or a salary.

Compensation depends on the number and types of tax returns completed and funded. Individual results will vary, and Great Lakes EZ Financial Solution does not guarantee a specific number of clients, tax returns, or earnings.

Important Independent Contractor Notice

This is a 1099 independent contractor opportunity, not an employee position.

Independent contractors are responsible for managing their own work schedule, developing their clientele, and handling their own applicable tax obligations.

All tax preparers must meet applicable IRS and state requirements before preparing returns for compensation.

Work Location: Remote

HOW TO APPLY

To be considered for the Remote Tax Preparer – 1099 Independent Contractor opportunity with Great Lakes EZ Financial Solution, please complete our Tax Professional Application after submitting your application through Indeed.

Complete the required application here:

https://form.jotform.com/261135806967061

IMPORTANT: Completing the Great Lakes EZ Financial Solution application is required to continue through our onboarding process.

Qualified applicants will receive additional information regarding training, onboarding, PTIN requirements, and next steps.

Pay: $2,000.00 - $20,000.00 per month

Benefits:

• Flexible schedule
• Professional development assistance
• Referral program

Work Location: Remote