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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. ⸻ **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 ⸻ **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) ⸻ **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 ⸻ **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 ⸻ **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