Remote Tax Preparer - KL

Polished Talent Group•Dallas, TX

19h•Remote

About The Position

Polished Talent Group is seeking Remote Tax Preparers to prepare individual federal and state income tax returns for clients. This remote, commission-based role offers full-time and part-time opportunities. Tax Preparers review client documentation, enter information into professional tax preparation software, check returns for accuracy and completeness, communicate with clients about missing information, and maintain accurate records and taxpayer confidentiality. The role also involves following IRS requirements, company policies, and due diligence standards; meeting tax-season deadlines; and providing professional customer service. Candidates without previous tax preparation experience must successfully complete required tax preparation and compliance training before preparing client returns. The role includes marketing tax preparation services, developing a client base through networking, referrals, and community outreach, and building lasting relationships with returning clients. Scheduling requirements will be discussed during the interview process.

Requirements

High school diploma or equivalent.
Strong attention to detail and organizational skills.
Professional written and verbal communication skills.
Ability to work independently in a remote environment.
Basic computer proficiency.
Ability to handle confidential financial information responsibly.
Must have an active IRS Preparer Tax Identification Number (PTIN) or be willing to obtain one before preparing tax returns.
Candidates without previous tax preparation experience must successfully complete required tax preparation and compliance training before preparing client returns.

Nice To Haves

Previous tax preparation or financial services experience.

Responsibilities

Prepare individual federal and state income tax returns accurately using professional tax preparation software.
Collect, review, and organize client-provided tax documents.
Enter tax information accurately and verify its accuracy and completeness before filing.
Communicate professionally with clients about the tax preparation process and request missing or additional documentation.
Maintain organized and accurate client records and documentation.
Protect confidential taxpayer, financial, and personal information.
Follow applicable IRS requirements, due diligence standards, company policies, and tax compliance requirements.
Complete required training and compliance requirements.
Meet established deadlines during tax season.
Provide exceptional customer service and build lasting client relationships.
Market tax preparation services and grow a client base through networking, referrals, and community outreach.
Build a book of business by developing long-term relationships with returning clients.
Represent Polished Talent Group professionally and with integrity.