Job Overview
Evercrest Financial is seeking motivated, professional, and self-driven individuals to join our growing team of independent tax preparers for the upcoming tax season. This is a primarily virtual opportunity with the flexibility to work from home while building your own client base. Occasional in-person meetings, training sessions, or team events may be held 1–3 times per year.
Whether you're new to tax preparation or an experienced preparer looking for a supportive tax office, we'd love to hear from you.
Responsibilities
- Prepare accurate federal and state individual income tax returns.
- Review client tax documents for completeness and accuracy.
- Communicate professionally with clients throughout the tax preparation process.
- Maintain confidentiality of all taxpayer information.
- Follow IRS guidelines, company policies, and ethical standards.
- Respond to client questions and assist with gathering required documentation.
- Meet tax season deadlines while maintaining quality and accuracy.
- Market your tax preparation services and build your own client base.
- Participate in required training and team meetings.
Qualifications
- Must be at least 18 years of age.
- Must be able to obtain a valid PTIN before preparing tax returns.
- Strong communication and customer service skills.
- Excellent organizational skills and attention to detail.
- Ability to work independently with minimal supervision.
- Comfortable using computers and online software.
- Self-motivated with a willingness to learn.
Preferred Qualifications
- Previous tax preparation experience is appreciated but not required.
- Experience in customer service, sales, marketing, bookkeeping, finance, or accounting is a plus.
- Bilingual applicants are encouraged to apply.
What We Provide
- Comprehensive tax preparation training.
- Professional tax software.
- Ongoing mentorship and support throughout the tax season.
- Flexible work schedule.
- Fully virtual work environment.
- Opportunity to grow your own tax business while working with a supportive team.
If you're looking for a flexible opportunity to earn seasonal income, develop valuable skills, and help individuals and families navigate tax season, we encourage you to apply today!
Pay: Up to $100,000.00 per year
Benefits:
- Flexible schedule
- Professional development assistance
- Work from home
Work Location: Hybrid remote in Longview, TX 75603
