Experienced Tax Preparer – EFIN Required

Job not on LinkedIn

🔥 17 hours ago

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Tax

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Prepare and review individual federal and state income tax returns • Maintain accurate client documentation and tax records • Conduct client interviews and collect required tax documentation • Follow IRS due diligence requirements and tax preparation standards • Maintain confidentiality of taxpayer information • Communicate with clients regarding return status, documentation needs, and filing requirements • Ensure returns are accurate and complete before submission • Maintain an active EFIN and remain compliant with applicable IRS requirements • Assist with tax season workflow and client management • Participate in required training, compliance updates, and tax season meetings • 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 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

• Active IRS Electronic Filing Identification Number (EFIN) required • Valid PTIN required • Previous individual income tax preparation experience • Knowledge of federal and state tax filing requirements • Familiarity with tax preparation software • Strong attention to detail and organizational skills • Excellent communication and client service skills • Ability to work independently and manage deadlines during tax season • Commitment to maintaining confidentiality and IRS compliance standards

🏖️ Benefits

• Professional tax preparation software and technology • Tax season onboarding and preparation support • Bank product setup assistance • Continuing tax education and training resources • Compliance and due diligence training • Tax office workflow and operational guidance • Client acquisition and retention strategies • Marketing resources and business development guidance • Weekly support and tax season updates • Access to a network of tax professionals and industry resources