Tax Preparer

Overview

The organization is seeking motivated Tax Preparers to join its growing remote tax team.

This role involves working with individual and business clients to prepare accurate and compliant tax returns while providing a professional and supportive client experience.

Training is available for candidates without prior tax preparation experience.

Responsibilities

• Prepare individual and business tax returns using approved tax preparation software
• Review client tax documents for completeness and accuracy
• Gather and verify income, deductions, credits, and business expense information
• Communicate with clients when additional information or documentation is needed
• Identify applicable tax deductions and credits based on the client’s circumstances
• Explain tax return results and answer general filing-related questions
• Maintain accurate and organized client records
• Protect confidential taxpayer information
• Stay informed about federal and state tax law updates
• Complete required training, including company training and tax software training
• Follow company policies, procedures, quality-control standards, and compliance requirements
• Manage multiple client files while meeting filing deadlines
• Collaborate with leadership and team members when additional review or support is needed

Requirements

• Ability to accurately review financial documents and taxpayer information
• Strong attention to detail and organizational skills
• Comfortable learning and working with tax preparation software and online systems
• Basic knowledge of spreadsheets and digital document management
• Strong written and verbal communication skills
• Ability to communicate professionally with clients in a remote environment
• Ability to work independently and manage deadlines
• Commitment to protecting confidential client and taxpayer information
• Willingness to participate in ongoing training and professional development
• PTIN or ability to obtain and maintain an active PTIN as required

Preferred Qualifications

• Tax preparation experience or education in taxation, accounting, finance, or a related field
• Understanding of basic federal and state tax concepts
• Enrolled Agent, CPA, bookkeeping, accounting, or other tax-related credentials (a plus, not required)

Compensation & Benefits

• Employment Classification: Independent Contractor (1099)

Location

• Remote

Position Details

• Position Type: Seasonal Tax Professional
• Tax Season: Primarily January through April