Remote Tax Preparer

**We grow you where you are.** Taxes By an Expert, in partnership with Mastery Tax, is building a team of remote tax preparers for the upcoming filing season. Experience is a plus, but it's not required. What we look for: you follow a procedure exactly, you ask instead of guessing, and you protect client information. **Training Provided at No Cost** Everyone completes our training before working a live return, including preparers trained somewhere else. Different offices teach different habits, and we train it correctly: intake first, due diligence documented, the software used the right way, and every return built to the same review standard. You must pass the proficiency assessment at 70% before working live client returns. **What You'll Do** \- Run client intake interviews and review documents before any data entry \- Prepare individual returns in professional tax software \- Complete and document due diligence on credit and Head of Household returns (Form 8867\) \- Explain results to clients in plain language \- Send each return through review before it's transmitted, until you're cleared to work on your own \- Keep client information confidential and secure **How You're Paid** Commission\-based independent contractor. **No salary, no hourly wage**, no benefits. Selected candidates sign an independent contractor agreement before the season. \- You keep 60%, 70% or 80% of the preparation fee collected. Your split is assigned when you complete training. \- Payouts go out every Friday on fees collected that week. \- Your pay is never more than the fee collected and is never based on the size of the client's refund. \- You receive a Form 1099 at year end. **What You Need** \- An active PTIN, or willingness to get one before training ends. We walk you through PTIN setup. \- A reliable computer and internet connection \- Strict confidentiality. You'll sign a confidentiality and data security agreement. \- Real availability during January to April \- Prior tax preparation experience is a plus, not a requirement **What You Get** \- Professional tax software at no cost to you as a contracted preparer \- Live, recorded training, practice returns, and workbooks you keep \- Return review and coaching until you're cleared to work independently \- Direct access to Batrice Allen, EA, for technical questions This is an independent contractor engagement, not employment. There is no fee to apply. Training is provided at no cost. Earnings vary based on the number and type of returns you complete and the fees actually collected, and no level of income is guaranteed. Benefits: * Flexible schedule Application Question(s): * Do you have an active PTIN, or are you willing to get one? (Yes/No) * Will you complete our training and pass the assessment at 70% before working live returns, even if you've been trained before? (Yes/No) * Do you understand this is a commission\-based independent contractor role with no hourly pay? (Yes/No) * H