Tax Preparer (Seasonal)

About us

*********Please read full description before applying to join our team* ***********

MUST HAVE YOUR OWN CLIENTS*

MUST BE US CITIZEN*

MUST BE EXPERIENCED WITH YOUR OWN CLIENTS ALREADY OR WILLING TO OBTAIN OWN CLIENTS*

MUST BE ABLE TO OBTAIN OR RENEW PTIN FROM IRS AND PROVIDE PROOF OF LETTER

MUST UNDERSTAND THAT THIS IS AN OPPORTUNITY TO BE YOUR OWN BOSS.

MUST UNDERSTAND WE ONLY PROVIDE SOFTWARE AND OUR BANK APPROVED PRODUCTS TO SERVE YOUR CLIENTS.

***PLEASE DO NOT APPLY IF YOU DO NOT MEET THESE REQUIREMENTS***

We are professional, rewarding and supportive. We provide support before and during the season.

Our work environment includes:

• Work-from-home
• Growth opportunities
• Flexible working hours
• Safe work environment

*Most people who join our team are experienced but do not have an EFIN. Those individuals already have a good amount of clients they can service and are willing to take on extra clients from a team member in need. You have the opportunity to keep majority of fees with us instead of a fraction. We only provide Software and Bank Products to help serve your clients.

We are also looking for team leaders. If you have other professionals to join your team you can receive commission for all referrals! Great opportunity to make extra money.

Responsibilities:

• MUST BE EXPERIENCED WITH YOUR OWN CLIENTS ALREADY OR WILLING TO OBTAIN OWN CLIENTS.
• UNDERSTAND THAT THIS IS AN OPPORTUNITY TO BE YOUR OWN BOSS. You will need to be able to service the clients you find. We have info and resources if you aren't knowledgeable on how you can attract clients. We do not control how much you charge your clientele for return types.
• Calculate a client's tax return that is accurate, timely and legally compliant.
• Provide client security at all times.
• Track ongoing tax updates and changes.
• Know how to complete the appropriate forms.
• Organize tax documents into an appropriate order.
• Be available for training and meetings as needed.
• Work with taxpayers to resolve any issues or questions they may have.
• We have a team available for continued mentor ship when needed.

Our work environment includes:

• Modern office setting
• Work-from-home days
• Growth opportunities

Responsibilities:
- Prepare and review tax returns for individuals and businesses
- Research and interpret tax laws and regulations
- Provide tax planning and consulting services to clients
- Assist clients with tax audits and inquiries from tax authorities
- Maintain accurate and up-to-date knowledge of tax laws and changes in regulations
- Collaborate with clients to gather necessary financial information for tax preparation
- Utilize accounting software to input and analyze financial data
- Perform general ledger reconciliation to ensure accuracy of financial records
- Provide guidance on mergers, acquisitions, and other corporate accounting transactions

Requirements:
- Bachelor's degree in accounting or related field
- Certified Public Accountant (CPA) designation preferred
- Strong knowledge of tax laws and regulations
- Proficiency in accounting software such as QuickBooks, Sage, or Quicken
- Experience with general ledger reconciliation and financial analysis
- Excellent attention to detail and accuracy in work
- Strong analytical and problem-solving skills
- Ability to work independently and meet deadlines
- Excellent communication and interpersonal skills

Skills:
- Debits credits
- Investment knowledge
- Accounting software proficiency (QuickBooks, Sage, Quicken)
- General ledger reconciliation
- Mergers and acquisitions experience
- Corporate accounting expertise

If you are a highly motivated individual with a passion for taxation and a strong background in accounting, we invite you to apply for the position of Tax Professional. Join our team of professionals dedicated to providing exceptional tax services to clients. We offer competitive compensation, professional development opportunities, and a supportive work environment. Apply today!

Job Types: Full-time, Part-time, Seasonal, Contract

Pay: $500.00 - $5,000.00 per week

Expected hours: No less than 10 per week

Benefits:

• Flexible schedule
• Health insurance
• Work from home

Experience level:

• 1 year

Weekly day range:

• Monday to Friday
• Weekends as needed

Application Question(s):

• Do you have your own clients?

Experience:

• Tax experience: 1 year (Required)

License/Certification:

• PTIN NUMBER (Preferred)

Work Location: Remote