Tax Preparer

Job Description

Job Description

Overview: PTM is seeking Tax Associates for the upcoming tax season. If you have an active PTIN, we would love to connect with you and assist you with obtaining your PTIN!

What You Get:

• Hourly Pay and Contracts
• Full Time and Part Time positions
• Referral Bonus Opportunities for referring qualified candidates
• Free continuing tax education
• Enrolled agent materials 
• Plus working in an innovative culture with a collaborative environment 
• Obtaining growth and knowledge to create your own future business and so much more 

As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office.

What you'll bring Who You Are:

As a Tax Associate, this is an entry level position that will teach you how to file federal and state individual 1040 tax returns, using commercial tax preparation software.

You are passionate about helping clients navigate the complexities of taxation, and you’re committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes.

You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner.

What You Need:

You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN). Must have (or be willing to obtain) an internet connection. Must be willing and available to work and promote yourself and the business.

How you will lead and What You Will Do:

In this role, you will help our customers complete their taxes using provided products.

By providing tax preparation - full-service return preparation, tax calculations, and managing product/software inquiries, you will be working toward advancing our goal of “Powering Prosperity Around the World.” You will utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.

This is a virtual, customer-facing role, so you will use our communication software to interact with customers, and you will document interactions to maintain accurate records.