Remote Tax Preparer -JH

Polished Talent Group•Dallas, TX

13h•Remote

About The Position

Polished Talent Group is seeking remote Tax Preparers to prepare individual federal and state income tax returns. This commission-based role is available full-time or part-time. Prior tax preparation experience is preferred but not required; candidates without experience must complete required tax preparation training before preparing client returns. The position involves reviewing and organizing client-provided tax documents, accurately entering information into professional tax preparation software, checking returns for accuracy and completeness, and communicating with clients about missing or additional documentation. Tax Preparers must maintain organized records, protect confidential taxpayer and financial information, follow applicable IRS requirements and due diligence standards, and meet established deadlines during tax season. Work is performed remotely. Scheduling requirements will be discussed during the interview process. Compensation is based on completed tax preparation services according to the compensation structure provided during hiring. The role also includes marketing tax preparation services, developing a client base through networking, referrals, and community outreach, and building lasting relationships with clients.

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.
Must successfully complete required tax preparation training before preparing client returns if lacking prior tax preparation experience.

Nice To Haves

Previous tax preparation or financial services experience is preferred but not required.

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 information for accuracy and completeness before filing.
Review completed returns for accuracy and completeness.
Communicate professionally with clients about required, missing, or additional documentation and explain the tax preparation process.
Maintain accurate, organized client records and documentation.
Protect confidential taxpayer, financial, and personal information.
Follow applicable IRS regulations, due diligence standards, company policies, and tax compliance requirements.
Complete required training, compliance requirements, and continuing education.
Meet established deadlines during tax season.
Provide exceptional customer service and build lasting relationships with clients, including returning clients.
Market tax preparation services and grow a client base through networking, referrals, and community outreach.
Represent Polished Talent Group with professionalism and integrity.
Maintain professional communication with clients and team members.