Tax Professional
RemoteUnited States
United StatesRemoteContractSmall
ContractSmall
Job Summary
Prepare and file accurate federal and state tax returns for individual and business clients by gathering financial data, conducting consultations, and validating completed returns. Actively build and expand your own client base while staying current on tax regulations through continuing education. Requires a valid PTIN, 2-5 years of tax preparation experience, and proficiency in tax software, Zoho CRM, and MS Office. This seasonal, independent contractor role offers a competitive commission-based package with earning potential tied to sales performance. Work remotely from a secure environment with stable internet access.
Required Qualifications
- Valid PTIN: Current Preparer Tax Identification Number (PTIN) for the current tax year.
- 2-5 years in tax preparation or a related role.
- Experience with tax preparation software, and familiarity with Zoho CRM system.
- Proficient in MS Office, particularly Excel, and comfortable with virtual meeting platforms like Zoom.
- Strong understanding of federal and state tax laws.
- Excellent verbal and written skills, with the ability to explain complex tax information clearly.
Desired Qualifications
- Associate or Bachelor's degree in Accounting, Finance, Business, or related entrepreneurial experience.
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