Remote Tax Preparer (RS Financial) KL

Remote Tax Preparer (RS Financial) KL Department:

Tax & Finance

Employment Type:

Seasonal - Part Time

Location:

HQ

Reporting To:

Kinah Librando

Description Remote Tax Preparer – Full-Time or Part-Time

Position Overview

Polished Talent Group is seeking Remote Tax Preparers to assist clients with the preparation of individual federal and state income tax returns. This is a remote, commission-based position with full-time and part-time opportunities available. Prior tax preparation experience is preferred but not required. Candidates without prior experience must successfully complete required tax preparation training before preparing client returns. Tax Preparers are responsible for accurately preparing tax returns, reviewing client-provided documentation, communicating with clients regarding required information, and maintaining taxpayer confidentiality.

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

Qualifications

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

Compensation

This is a commission-based position. Compensation is based on completed tax preparation services in accordance with the compensation structure provided during the hiring process.

Work Schedule

Full-time and part-time opportunities are available. Work is performed remotely, and scheduling requirements will be discussed during the interview process.

Training

Candidates who do not have previous tax preparation experience will be required to complete tax preparation and compliance training before preparing client returns.

About Polished Talent Group

Polished Talent Group provides recruiting and workforce support for businesses within the tax and financial services industry. We connect qualified professionals with opportunities that align with their skills and experience.

Polished Talent Group is committed to maintaining a professional and inclusive hiring process. Qualified applicants will be considered based on the requirements of the position.

Key Responsibilities

Prepare accurate individual income tax returns using professional tax software

Collect, review, and organize client tax documents

Verify information for accuracy and completeness before filing

Communicate professionally with clients throughout the tax preparation process

Explain the tax preparation process and request any missing documentation

Maintain strict confidentiality of client financial and personal information

Follow IRS regulations, company policies, and tax compliance requirements

Deliver exceptional customer service and build lasting client relationships

Maintain accurate client records and documentation

Meet established deadlines during tax season

Participate in required training and continuing education

Market your tax preparation services and grow your client base through networking, referrals, and community outreach

Build your own book of business by developing long-term relationships with returning clients

Represent Polished Talent Group with professionalism and integrity

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