Experienced Tax Preparers

Overview

This organization is seeking motivated, detail-oriented, customer-focused Tax Preparers to join its tax preparation team for the upcoming filing season.

Tax Preparers prepare accurate federal and applicable state income tax returns, maintain client relationships, ensure compliance with IRS regulations, and deliver professional tax preparation services.

Employment Type

• Employment Classification: Independent Contractor (1099)
• Position Type: Seasonal / Commission-Based
• Work Location: Remote / Virtual
• Anticipated Start Date: To Be Determined
• Tax Season: 2027 Filing Season

Compensation Structure

• Compensation Type: Commission Only
• Commission Split:
  • Tax Preparer: 60%
  • Organization: 40%
• Commission Calculation: Based on eligible tax preparation fees actually collected, subject to the independent contractor agreement.
• No Guaranteed Salary/Hourly Wage/Minimum Clients: There is no guaranteed salary, hourly wage, or minimum number of clients.
• Client Base Requirement: Tax Preparers are expected to develop, recruit, and maintain their own client base.

Responsibilities

• Prepare accurate individual federal and applicable state income tax returns
• Conduct client consultations to collect and verify tax information
• Review tax documentation for accuracy, completeness, and compliance
• Identify applicable tax deductions, credits, and filing requirements
• Maintain professional relationships with new and returning clients
• Develop and manage an independent client portfolio
• Use organization-approved tax preparation software and systems
• Follow IRS regulations, confidentiality standards, and company security procedures
• Complete required tax preparation training and compliance assessments
• Communicate filing statuses, refunds, balances due, and outstanding documentation to clients
• Maintain accurate client records and securely handle sensitive financial information

Minimum Qualifications

• Must be at least 18 years of age
• Must possess or obtain a valid IRS Preparer Tax Identification Number (PTIN) before preparing returns for compensation
• Strong attention to detail and organizational skills
• Excellent written and verbal communication skills
• Basic computer proficiency
• Ability to work independently and meet filing deadlines
• Willingness to complete company-required training and compliance programs
• Ability to maintain strict client confidentiality

Preferred Qualifications

• Previous individual income tax preparation experience
• Familiarity with IRS Form 1040 and related schedules
• Experience using professional tax preparation software
• Existing tax preparation clientele
• Customer service, sales, or financial services experience

Training and Compliance

Selected Tax Preparers will be required to complete the organization’s Preparer Academy and applicable onboarding requirements before receiving authorization to prepare returns through company systems.

Training will include:

• Federal tax preparation fundamentals
• Tax law and IRS compliance
• Tax preparation software procedures
• Client intake and document verification
• Data security and confidentiality
• Professional conduct and client service
• Tax return review and submission procedures

Performance Expectations

Tax Preparers are expected to:

• Maintain accurate and compliant tax returns
• Establish and maintain their own client portfolio
• Provide timely and professional client communication
• Meet applicable filing deadlines
• Follow all company policies and security requirements
• Maintain an active PTIN and any required professional credentials
• Correct errors and respond promptly to quality assurance requests

Benefits

• Employee discounts
• Training and development

Location

• Remote / Virtual
• Anticipated Start Date: To Be Determined