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Tax Preparer — Remote Position — Training Provided
Unknown
71d ago
0FinanceRemote, USjobspy_indeed
remoteindeed
Job Description
**Optimal Tax Solution Wealth Builders Network** is expanding our team — and we're looking for motivated, detail\-oriented Tax Preparers to join our fast\-growing 7\-figure tax organization. You'll help clients prepare and file individual tax returns, guide them through deductions and credits, and deliver a top\-notch, professional experience every time.
We provide full training, software access, mentorship, marketing tools, and a real path to grow into leadership or service bureau roles. Whether you're experienced or brand new to taxes, we'll help you win.
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**Key Responsibilities**
* Prepare accurate and compliant individual tax returns (Form 1040\)
* Conduct client interviews to gather financial information
* Review income statements, expenses, and documentation for accuracy
* Identify eligible credits, deductions, and tax\-saving opportunities
* Maintain a high level of client service, communication, and professionalism
* Use our tax software to input, review, and e\-file returns
* Keep all client information confidential and secure
* Follow IRS guidelines, due diligence requirements, and company policies
* Assist with client onboarding, scheduling, and follow\-up
* Educate clients on tax laws, refund options, and filing requirements
* Participate in team trainings, meetings, and ongoing professional development
* Help spread the word by sharing marketing content, attending webinars, and engaging in community outreach
* *(Optional)* Build your own client base and earn commissions \+ bonuses
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**Qualifications**
**Required:**
* Strong communication skills
* Ability to learn quickly and follow step\-by\-step systems
* Basic computer literacy (email, uploads, Zoom, etc.)
* Reliable smartphone/laptop and stable internet connection
* Willingness to complete training and IRS due diligence certification
* Professional, dependable, and coachable attitude
**Preferred (but not required):**
* Prior tax preparation experience
* PTIN registration (or willingness to obtain — we'll guide you through it)
* Customer service, sales, or administrative background
* Experience with tax software (any brand)
* Bilingual (Spanish/English is a plus)
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**What We Provide**
* Full tax training — no experience needed
* Access to professional tax software
* Step\-by\-step systems and scripts
* Marketing materials, funnels, and client acquisition tools
* Weekly training and mentorship
* A clear path to grow into management, team leader, or service bureau roles
* High earning potential during tax season
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**Ideal Candidate**
You are: ✔ Motivated by growth ✔ Coachable and eager to learn ✔ Comfortable talking to clients ✔ Organized, reliable, and detail\-oriented ✔ Ready to earn extra income during tax season ✔ Interested in long\-term business opportunities
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**How to Apply**
Submit your resume through Indeed. Qualified candidates will be contacted for next steps and onboarding.
**Job Type:** Independent Contractor (1099\)
**Compensation:** Commission\-b
