Tax Preparer – PTIN Required | Client Lead Development
We are seeking a motivated and knowledgeable Tax Preparer to join our team for the upcoming tax season. This position is ideal for someone who is not only experienced in tax preparation but is also comfortable recruiting and securing their own client leads.
The successful candidate will be responsible for preparing accurate tax returns while actively developing their own client base through networking, referrals, community outreach, and other lead-generation efforts.
Experience is not required as we will provide training to you.
Responsibilities
- Prepare and review individual federal and state income tax returns
- Maintain a valid IRS PTIN throughout the tax season
- Proactively recruit and secure your own tax-preparation client leads
- Build and maintain relationships with current and prospective clients
- Generate new business through personal networking, referrals, community outreach, and other appropriate marketing efforts
- Gather and accurately enter client tax information
- Identify applicable deductions, credits, and tax-saving opportunities
- Communicate with clients to obtain necessary documentation and resolve questions
- Maintain confidentiality of client financial and personal information
- Review completed returns for accuracy before submission
- Provide a professional and positive client experience
Qualifications
- Valid IRS PTIN required
- Previous tax preparation experience preferred
- Knowledge of federal and state individual income tax returns
- Strong attention to detail and accuracy
- Excellent communication and customer service skills
- Ability and willingness to recruit and secure personal client leads
- Strong networking, relationship-building, and business-development skills
- Ability to work independently and meet deadlines
- Experience with tax preparation software preferred
What We're Looking For
We are looking for tax professionals who want to do more than simply prepare returns. Our ideal candidate is self-motivated, entrepreneurial, and comfortable building their own book of business.
You should be confident talking with prospective clients, generating referrals, networking within the community, and turning leads into long-term client relationships.
Benefits:
- Flexible schedule
- Referral program
Work Location: Remote
