Tax Preparer / Financial Services Agent
Show Me State Tax Refund Services LLC is expanding our team for the upcoming tax season. We are looking for motivated, professional individuals interested in becoming Tax Preparers / Financial Services Agents.
No previous tax preparation experience is required. We provide structured tax preparation training, hands-on software training, marketing education, and ongoing support to help you build your skills
and develop your own client base.
What We Provide
- Comprehensive tax preparation training
- Assistance obtaining your IRS PTIN
- Drake Tax Software training and access
- Republic Bank tax product training
- Hands-on practice preparing tax returns
- Marketing and client-development training
- Professional headshot and marketing guidance
- Access to our downtown Kansas City office
- Experienced leadership and ongoing support
- Opportunity to build your own book of clients
- Competitive performance-based compensation
- Opportunities to grow within our financial services organization
What You’ll Learn
Our training program covers:
- W-2 tax returns
- 1099 income
- Filing status
- Dependents
- Head of Household
- Tax credits
- Due diligence
- Client interviewing
- Tax software and data entry
- IRS documentation requirements
- Professional ethics
- Marketing and client retention
Who We’re Looking For
You may be a great fit if you are:
- Motivated and dependable
- Comfortable working with people
- Interested in taxes, finance, or entrepreneurship
- Willing to learn and complete our training program
- Able to maintain confidential client information
- Interested in building and maintaining a client base
- Professional in person and online
Sales, customer service, financial services, entrepreneurship, or tax experience is helpful but not required.
Work Environment
This opportunity combines tax preparation with client development. Preparers receive training and support while developing their individual client base. Our downtown Kansas City office is available for client appointments and tax preparation.
Compensation
Competitive performance-based compensation with opportunities to increase earnings as you develop experience and grow your client base.
About Show Me State Tax Refund Services
Show Me State Tax Refund Services LLC is a Kansas City-based tax preparation and financial services company focused on providing professional tax services while creating opportunities for individuals to learn the tax business, develop clients, and grow financially.
Apply today to learn more about our upcoming tax preparer training program and opportunities for the upcoming tax season.
Show Me State Tax Refund Services LLC is an equal opportunity organization.
Pay: From $12,000.00 per year
Benefits:
- Employee discount
- Parental leave
- Professional development assistance
- Referral program
Work Location: Hybrid remote in Kansas City, MO 64105
