Job Summary
STR Financial Services is seeking motivated individuals who are interested in learning the tax preparation industry and becoming professional Tax Preparers.
NO PREVIOUS TAX EXPERIENCE IS REQUIRED. WE PROVIDE TRAINING.
This is an excellent opportunity for individuals interested in starting a new career in the tax and financial services industry. We are looking for dependable, motivated people who are willing to learn, work with clients, and develop professional tax preparation skills.
Selected candidates will receive training in tax preparation, tax software, client interviewing, IRS due diligence, tax credits and deductions, documentation requirements, and company procedures.
Duties
- Complete required tax preparation training.
- Learn how to prepare federal and state individual income tax returns.
- Learn and use professional tax preparation software.
- Interview clients and gather necessary tax documents.
- Review W-2s, 1099s, identification, dependent documentation, and other tax documents.
- Learn filing statuses, deductions, and tax credits.
- Follow IRS due diligence and compliance requirements.
- Maintain accurate and confidential client records.
- Communicate professionally with clients.
- Assist clients throughout the tax preparation process.
- Maintain client confidentiality and protect sensitive information.
- Participate in continuing education and additional company training.
- Build and maintain positive relationships with clients.
- Follow all STR Financial Services policies and procedures.
Experience
NO TAX PREPARATION EXPERIENCE REQUIRED.
We are specifically looking for individuals who are interested in learning the tax industry. Training will be provided to selected candidates.
Previous experience in tax preparation, accounting, banking, finance, sales, or customer service is a plus, but it is NOT required.
Candidates should:
- Be willing to learn.
- Be dependable and professional.
- Have basic computer skills.
- Have good communication and customer service skills.
- Be comfortable working with confidential financial information.
- Be detail-oriented and organized.
- Be willing to complete all required training.
- Be willing to obtain an IRS PTIN before preparing tax returns for compensation.
Pay: From $20.00 per hour
Benefits:
- Continuing education credits
- Loan assistance
- Opportunities for advancement
- Profit sharing
- Work from home
Work Location: Remote
