- POSITION IS MOSTLY REMOTE.
- MUST HAVE YOUR OWN LAPTOP (WINDOWS OR MAC)
- Informing clients or employers on the tax preparation process
- Collecting relevant valid identity and financial records to include W2's, and various income statements, Schedule C info and Bank Info.
- Inputting data from financial records into tax return software or databases
- Using applicable federal, state and local tax law to determine deductions and how much each client will pay or earn on the return.
- Experience with Business Tax Returns is a PLUS (C-Corp and S-Corp)
- Exercising Due Diligence Requirements
- Completing and filing tax documents with appropriate agencies, like the IRS, state and local government entities
- Acting as a representative for clients with applicable agencies as required
- Building customer relationships to promote and expand the business.
- Familiarization with TaxSlayer PRO (Will Train)
- Familiarization with Refund Advantage Bank Products (Will Train)
MUST HAVE A PTIN NUMBER for 2024 (Proof Required)
MUST HAVE A CLEAN BACKGROUND
MUST SHOW COMPETENCY
MUST HAVE A PROFESSIONAL ATTITUDE AND DEMEANOR
HAVING YOUR OWN CLIENTELE IS A PLUS. EMPLOYER WILL PROVIDE SOME CLIENTELE
Job Types: Part-time, Seasonal
Pay: $21.69 - $50.00 per hour
Expected hours: 20 – 30 per week
Benefits:
- Flexible schedule
- Work from home
Compensation package:
- Commission pay
- Performance bonus
Experience level:
- 3 years
Weekly day range:
- Monday to Friday
- Weekends as needed
Work Location: Remote