Independent Tax Preparer (Independent Contractor)
Build and Grow Your Own Tax Practice
Are you an experienced tax preparer looking to grow your own business instead of building someone else's?
We're seeking experienced Independent Tax Preparers who want to expand their practice using a professional cloud-based tax platform, bank product capabilities, training, and ongoing support.
This is an Independent Contractor opportunity designed for tax professionals who want to increase their earning potential while continuing to build their own client base.
What You'll Receive
- Professional cloud-based tax preparation software
- Individual and business tax return preparation
- Secure client portal, document management, e-signatures, and e-file
- Training and access to Refund Transfers and Refund Advances
- Guidance obtaining your EFIN (if needed)
- Ongoing technical and business support
- Flexibility to work remotely and operate independently
Ideal Candidates
You may be a great fit if you:
- Have an active PTIN.
- Have at least 3 years of paid tax preparation experience.
- Currently own your own tax business or prepare taxes for another tax office.
- Want to grow your client base and expand your practice.
- Are interested in learning or expanding bank product offerings.
- Have experience with professional tax software such as Drake, ProSeries, Lacerte, TaxSlayer Pro, TaxWise, CrossLink, or similar.
Please Answer These Questions With Your Application
- Do you have an active PTIN?
- Do you currently own your own tax business, work independently, or prepare taxes for another tax office?
- Approximately how many tax returns did you prepare last tax season?
- Have you offered Refund Transfers or Refund Advances? If yes, approximately how many bank products did you process?
- Which professional tax software have you used?
- Do you currently have your own EFIN? If not, are you interested in obtaining one?
- What are your goals for growing your tax practice over the next 2–3 years?
Qualified candidates will be invited to a brief discovery call to determine whether our Independent Tax Partner Program is the right fit.
Benefits:
Work Location: Remote
