Tax Preparer – ERO/EFIN Required

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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

• Prepare and/or oversee accurate federal and state individual income tax returns • Maintain compliance with IRS e-file requirements and due-diligence standards • Protect confidential taxpayer information and maintain secure records • Review tax documentation for accuracy and completeness • Communicate professionally with clients throughout the tax preparation process • Maintain accurate client records and required documentation • Build, manage, and grow a personal tax client portfolio • Develop marketing, networking, client retention, and referral strategies • Identify opportunities to expand services and increase revenue • Recruit and support tax preparers if building a team • Provide leadership, guidance, and support to team members • Manage daily tax-business operations and oversee client workflow • Monitor submitted returns and funded return activity • Participate in required training and operational updates • Stay informed on tax updates, training requirements, and industry changes • Deliver excellent customer service and educate clients throughout the tax preparation process • Represent the tax business and Polished Financial professionally

🎯 Requirements

• Active PTIN required before preparing federal tax returns for compensation • Active EFIN preferred • Applicants without an EFIN must be willing to apply and receive IRS approval before performing responsibilities that require an EFIN • Previous tax preparation experience preferred • Strong communication and customer-service skills • Strong attention to detail and accuracy • Ability to work independently in a remote environment • Comfortable using professional tax preparation software and online systems • Reliable computer and secure internet connection • Appropriate workspace for handling confidential taxpayer information • Ability to maintain taxpayer confidentiality and follow IRS requirements

🏖️ Benefits

• Tax software and system guidance • Tax preparation training and updates • ERO operational guidance • Client-development resources • Marketing guidance • Recruitment guidance for EROs who choose to build a team • Ongoing operational support throughout the tax season • Flexible scheduling based on business and client needs

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