Job Description

Remote Tax Preparer -Financial Depot- RB

Department: Tax & Finance

Employment Type: Seasonal - Part Time

Location: HQ

Reporting To: Robbie Branch

Description

Remote Tax Preparer – Full-Time or Part-Time

Position Overview

Remote Tax Preparer - Financial Depot -RB is seeking Remote Tax Preparers to 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. Prior tax preparation experience is preferred but not required. Candidates without prior experience must successfully complete required tax preparation training before preparing client returns.

Tax Preparers are responsible for accurately preparing tax returns, reviewing client-provided documentation, communicating with clients regarding required information, and maintaining taxpayer confidentiality.

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

Qualifications

• 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
• Previous tax preparation or financial services experience is a plus but not required
• 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

Compensation

This is a commission-based position. Compensation is based on completed tax preparation services in accordance with the compensation structure provided during the hiring process.

Work Schedule

Full-time and part-time opportunities are available. Work is performed remotely, and scheduling requirements will be discussed during the interview process.

Key Responsibilities

• Prepare accurate individual income tax returns using professional tax software
• Collect, review, and organize client tax documents
• Verify information for accuracy and completeness before filing
• Communicate professionally with clients throughout the tax preparation process
• Explain the tax preparation process and request any missing documentation
• Maintain strict confidentiality of client financial and personal information
• Follow IRS regulations, company policies, and tax compliance requirements
• Deliver exceptional customer service and build lasting client relationships
• Maintain accurate client records and documentation
• 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