Entry-Level Tax Preparer – Remote (Training Provided)

Overview

Entry-Level Tax Preparer (Remote)

This role is a remote, seasonal contract opportunity for individuals interested in starting or developing a career in tax preparation. No previous tax preparation experience is required—training is provided.

Responsibilities

• Prepare federal and state individual income tax returns
• Conduct virtual client interviews
• Collect, review, and organize client tax documents
• Learn and use professional tax preparation software
• Communicate with clients regarding required tax information and documentation
• Provide professional and responsive customer service
• Follow IRS due diligence requirements and company procedures
• Protect confidential taxpayer and personal information
• Participate in required tax training
• Develop and maintain client relationships
• Market tax preparation services and grow a client base

Training & Support Provided

• Tax preparation training
• Professional tax software
• Ongoing mentorship and coaching
• Administrative and technical support
• Marketing resources and strategies
• Flexible remote scheduling
• Professional development opportunities

Qualifications

• Self-motivated and dependable
• Coachable and willing to learn
• Professional and organized
• Customer-service oriented
• Comfortable using computers and online technology
• Able to communicate professionally with clients
• Able to work independently and meet deadlines

Requirements

• High school diploma or equivalent
• Reliable computer and internet connection
• Strong written and verbal communication skills
• Ability to complete required tax preparation training
• Must obtain or be willing and eligible to obtain a valid IRS Preparer Tax Identification Number (PTIN) before preparing federal tax returns for compensation

Compensation & Benefits

• Production/commission-based contract opportunity
• Earnings are based on completed tax preparation services and applicable compensation terms
• Additional compensation details will be discussed during the selection process

Location

Remote