ERO Partner – Total Package Tax Solutions

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🔥 2 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Tax

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Talent Group

WebsiteLinkedInAll Job Openings

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 maintain a personal tax client portfolio • Develop strategies to attract new clients and increase tax return volume • Promote the tax business through marketing, networking, and community engagement • Identify opportunities to expand services and increase revenue • Create a plan for long-term business growth and client retention • Recruit and build a team of motivated tax preparers • Provide leadership, guidance, and support throughout tax season • Help preparers understand business expectations, client service standards, and performance goals • Create a positive team culture focused on growth, accountability, and success • Monitor team progress and support preparers in reaching their goals • Manage daily operations of the tax business • Oversee client workflow and tax season processes • Ensure client documentation is collected and maintained properly • Monitor submitted returns and funded return activity • Maintain organization and communication with the team and clients • Follow IRS guidelines, due diligence requirements, and professional standards • Promote accurate and ethical tax preparation practices • Maintain proper client records and documentation • Protect confidential taxpayer information and follow security procedures • Stay informed on tax updates, training requirements, and industry changes • Deliver excellent customer service and build lasting client relationships • Educate clients throughout the tax preparation process • Create a trusted experience that encourages repeat customers and referrals • Represent the tax business and Polished Financial with professionalism • Take ownership of goals, growth, and results • Use provided tools, training, and resources to maximize success • Continue developing as a tax professional, leader, and business owner

🎯 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 • Ability to build and manage a team of tax preparers • Ability to recruit, train, develop, and support tax preparers • Ability to grow and maintain a personal client base • Ability to manage tax office operations and business performance • Ability to lead a team toward production and revenue goals • Compliance with IRS requirements, due diligence standards, and documentation practices • Ability to protect confidential taxpayer information and follow security procedures • Commitment to accurate and ethical tax preparation practices

🏖️ 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 joining your office • 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 focused on growth and scalability • Leadership training • Weekly support, tax season updates, and continued guidance • Access to a community of entrepreneurs growing their tax businesses • One-time investment provides access to tools, training, technology, and business infrastructure • Opportunity to increase earning potential through client portfolio growth, team production, funded returns, repeat clients, referrals, and community expansion