Responsibilities

• Prepare individual federal and state income tax returns
• Collect and review client-provided tax documents
• Enter tax information accurately into professional tax preparation software
• Review completed returns for accuracy and completeness
• Communicate with clients regarding missing or additional documentation
• Maintain organized and accurate client records
• Protect confidential taxpayer and financial information
• Follow applicable IRS requirements and due diligence standards
• Complete required training and compliance requirements
• Maintain professional communication with clients and team members

Requirements

• High school diploma or equivalent
• Strong attention to detail and organizational skills
• Professional written and verbal communication skills
• Comfortable working independently in a remote environment
• Basic computer proficiency
• Ability to handle confidential financial information responsibly
• Previous tax preparation or financial services experience is a plus but not required
• Must have an active IRS Preparer Tax Identification Number (PTIN) or be willing to obtain one before preparing tax returns
• Must successfully complete required tax preparation training before preparing client returns

Preferred

• Previous tax preparation or financial services experience is a plus but not required