ERO Partner – Elite Tax Software

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🔥 0 minutes ago

🤠 Texas – Remote

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⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Tax

👻 Ghost score 22%

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Logo of Talent Group

Talent Group

51 - 200 employees

Founded 1995

🎯 Recruiter

🤝 B2B

Recruitment • B2B

Talent Group é uma empresa brasileira de recrutamento e seleção fundada em 1995, com sede no Brooklin, São Paulo. A empresa presta serviços de recrutamento e seleção de profissionais, terceirização/alocação de profissionais de TI e aplicação de testes psicológicos motivacionais (HumanGuide). Foca na satisfação dos clientes e colaboradores, com mais de 98 clientes no Brasil, um banco de currículos com mais de 50. 000 profissionais e um índice de retenção superior a 70%.

📋 Description

• Build and manage a team of tax preparers • Recruit, train, develop, and support tax preparers throughout tax season • Build and maintain a personal tax client portfolio • Create strategies to attract new clients and increase funded return volume • Promote the tax business through marketing, networking, and community engagement • Identify opportunities to expand services and increase revenue • Create plans for long-term business growth and client retention • Manage daily tax business operations and oversee client workflow • Ensure client documentation is properly collected and maintained • Monitor submitted returns and funded return activity • Lead the team toward production and revenue goals • Maintain organization and communication with team members and clients • Promote accurate and ethical tax preparation practices • Deliver excellent customer service and build lasting client relationships • Educate clients throughout the tax preparation process • Represent the tax business and Polished Financial professionally • Take ownership of business goals, growth, and results

🎯 Requirements

• Experienced tax preparers ready to become business owners • Entrepreneurs looking to enter the tax industry • Existing business owners wanting to add tax preparation services • Leaders who enjoy building and developing teams • Motivated individuals ready to create an additional income opportunity • Maintain compliance with IRS requirements, due diligence standards, and documentation practices • Follow IRS guidelines, due diligence requirements, and professional standards • Protect confidential taxpayer information and follow security procedures • Stay informed on tax updates, training requirements, and industry changes

🏖️ Benefits

• Professional tax software access with secure client management tools • ERO onboarding and tax season preparation support • Bank product setup assistance to provide refund transfer options • Tax Preparer Training Academy access • Structured onboarding process for new tax preparers • Recruiting strategies • Interview templates, hiring guidance, and team development resources • Tax office operations training and business workflow guidance • Compliance training covering IRS standards, due diligence, documentation, and risk management • Marketing strategies • Client acquisition and retention strategies • Business development resources • Leadership training • Weekly support, tax season updates, and continued guidance • Access to a community of entrepreneurs growing their tax businesses • Opportunity to build a scalable tax business and increase earning potential through personal and team production

Apply Now

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