Remote Tax Preparer
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Remote Tax Preparer -KL
Department: Tax & Finance
Employment Type: Seasonal
- Part Time
Location:
HQ
Reporting To: Kinah Librando
Description
Remote Tax Preparer – Full-Time or Part-Time
Position Overview
Remote Tax Preparer
- Polished Talent Group 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.
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
#J-18808-Ljbffr Polished Talent Group