Remote Tax Preparer – Training Provided/ No Experience needed! - Now Hiring

Competent Tax Solutions is seeking motivated and dependable individuals to join our nationwide team as Remote Tax Preparers for the upcoming tax season.

No previous tax preparation, accounting, or bookkeeping experience is required. Comprehensive virtual training, professional tax software, guidance, and continued support will be provided.

Training begins at the end of September and continues through November. All required training must be completed before preparing client tax returns.

Position Details

• Fully remote position

• Seasonal opportunity from January through April

• Flexible schedule

• 1099 independent-contractor position

• Commission-based compensation

• No hourly wage or guaranteed salary

• Preparers are responsible for marketing their services and building their own clientele

Responsibilities

• Prepare accurate federal and state individual income tax returns

• Collect and review W-2s, 1099s, identification documents, dependent information, and other supporting documents

• Enter client information accurately into professional tax software

• Identify eligible tax credits, deductions, and filing statuses

• Follow all IRS due-diligence and identity-verification requirements

• Communicate professionally with clients by phone, text, email, or virtual platforms

• Follow up with clients regarding missing or incomplete documents

• Protect confidential taxpayer and financial information

• Maintain organized and accurate client records

• Attend required virtual training sessions and tax-season updates

• Market tax preparation services through social media, referrals, networking, and community outreach

• Build and maintain relationships with new and returning clients

• Follow all Competent Tax Solutions policies, procedures, and quality-control standards

Requirements

• Must be at least 18 years old

• Must have a valid Social Security number

• Must have or be eligible to obtain an IRS Preparer Tax Identification Number (PTIN)

• Must have access to a reliable computer or laptop, high-speed internet, phone, and professional email address

• Must have excellent customer-service and communication skills

• Must be dependable, organized, professional, coachable, and detail-oriented

• Must be comfortable working independently in a virtual environment

• Must be willing to market services and build an individual client base

• Must be available to complete required training between the end of September and November

• Must be committed to accuracy, honesty, confidentiality, and IRS compliance

Compensation

Compensation is commission-based and connected to successfully completed and funded tax returns. Income depends on individual marketing efforts, client volume, completed returns, funded returns, professionalism, and consistency.

Motivated preparers who market consistently and build a strong client base may generate significant seasonal income. Top-performing preparers may have the potential to earn six figures during tax season; however, income is not guaranteed.

Independent contractors are responsible for managing and paying their own applicable taxes and are not eligible for traditional employee benefits.

How to Apply

Please submit your application and be prepared to answer the following questions:

1. Why are you interested in becoming a tax preparer?
2. Do you currently have an active PTIN? If not, are you eligible and willing to obtain one?
3. Are you comfortable marketing your services and building your own clientele?
4. What city and state are you located in?
5. Can you complete the required virtual training between the end of September and November?

If you are ready to learn a valuable skill, provide excellent customer service, create an additional stream of income, and build a returning client base, we encourage you to apply to Competent Tax Solutions.

Required qualifications:

• Legally authorized to work in the United States

Preferred qualifications:

• 18 years or older