Job Description
Job Description
The Tax Strategist & CO. is seeking dedicated, detail oriented, and client focused Tax Preparers to join our growing team for the upcoming tax season. This is a remote 1099 contractor position ideal for self-motivated individuals who are ready to earn competitive commission-based income while gaining valuable hands on experience and training.
As a Tax Preparer with The Tax Strategist & Co. , you will assist clients in preparing and filing accurate federal and state tax returns, provide expert advice on deductions and credits, and maintain compliance with changing tax laws.
Responsibilities
Tax Preparation & Filing
- Prepare and electronically file accurate federal and state income tax returns for individuals and small businesses.
- Review financial records, W-2s, 1099s, receipts, and other client-provided documents to ensure accuracy and completeness.
- Identify potential tax credits and deductions to maximize client refunds.
- Verify tax return information and resolve discrepancies before submission.
Client Support & Relationship Management
Communicate professionally with clients via phone, text, email, or video conference to collect documentation and clarify information.Provide personalized guidance on tax planning, compliance, and refund expectations.Maintain strong customer service standards that reflect the company's values of professionalism, integrity, and client care.Maintain organized and confidential client files in accordance with company and IRS data privacy standards.Training & Collaboration
Participate in our remote in-depth training processes, which include software walkthroughs, compliance education, and client management skills.Work closely with team members and leadership to enhance efficiency and client satisfaction.Attend periodic team meetings, updates, and coaching sessions to stay informed and motivated throughout the season.Compliance & Professional Standards
Stay current with changes in federal and state tax regulations.Ensure all client returns are completed within IRS compliance standards.Obtain and maintain an IRS Preparer Tax Identification Number (PTIN) before beginning client work.Demonstrate discretion, professionalism, and confidentiality in all interactions.Requirements
Strong customer service skills with the ability to build rapport with clients.Maintain organized and confidential client records.Previous experience in tax preparation is suggested but not preferred.Understanding of financial concepts relevant to tax preparation.Previous experience in tax preparation is preferred but not mandatory.Strong communication and customer service abilities.Ability to obtain IRS PTIN (Preparer Tax Identification Number) .Access to a computer / laptop, reliable internet connection, and secure workspace.Excellent communication skills (written and verbal).Strong attention to detail and time management.Must be self-motivated, organized, and dependable.