Talent Group

• Prepare individual federal and state income tax returns
• Collect, review, and organize client-provided tax documents
• Enter tax information accurately into professional tax preparation software
• Review completed returns for accuracy and completeness
• Communicate with clients regarding missing or additional documentation
• Maintain organized and accurate client records
• Protect confidential taxpayer and financial information
• Follow applicable IRS requirements, company policies, and due diligence standards
• Complete required training and compliance requirements
• Deliver customer service and build client relationships
• Meet established deadlines during tax season
• Market tax preparation services and grow the client base through networking, referrals, and community outreach
• Build a book of business through long-term relationships with returning clients
• Represent Polished Talent Group professionally and with integrity

Tax Preparer

Administrative Assistant

• Oversee day-to-day remote tax preparation operations
• Prepare and/or review individual federal and state income tax returns
• Support tax preparers with workflow and operational questions
• Monitor return accuracy, documentation, and completion
• Maintain secure and confidential taxpayer information
• Follow IRS due diligence and electronic filing requirements
• Communicate professionally with clients and tax preparers
• Maintain organized client and tax preparation records
• Assist with developing and maintaining client relationships
• Participate in required operational and compliance training
• Ensure filing deadlines and internal procedures are followed
• Build, manage, and grow a personal tax business and client portfolio
• Develop strategies to attract new clients and increase tax return volume
• Recruit, build, and lead a team of tax preparers
• Manage daily business operations and client workflow
• Monitor submitted returns and funded return activity
• Promote accurate and ethical tax preparation practices
• Deliver customer service and educate clients throughout the tax preparation process
• Use provided tools, training, and resources to develop as a tax professional, leader, and business owner

Tax Office Manager

• Prepare individual federal and state income tax returns
• Collect, review, and organize client-provided tax documents
• Enter tax information accurately into professional tax preparation software
• Review completed returns for accuracy and completeness
• Communicate with clients regarding missing or additional documentation
• Maintain organized and accurate client records
• Protect confidential taxpayer and financial information
• Follow IRS requirements, regulations, due diligence standards, and company policies
• Complete required training, compliance requirements, and continuing education
• Deliver exceptional customer service and build lasting client relationships
• Meet established deadlines during tax season
• Market tax preparation services and grow the client base through networking, referrals, and community outreach
• Build a book of business through long-term relationships with returning clients
• Represent Polished Talent Group professionally and with integrity

• Prepare and review individual federal and state income tax returns
• Maintain accurate client documentation and tax records
• Conduct client interviews and collect required tax documentation
• Follow IRS due diligence requirements and tax preparation standards
• Maintain confidentiality of taxpayer information
• Communicate with clients regarding return status, documentation needs, and filing requirements
• Ensure returns are accurate and complete before submission
• Maintain an active EFIN and remain compliant with applicable IRS requirements
• Assist with tax season workflow and client management
• Participate in required training, compliance updates, and tax season meetings
• Build and maintain a personal tax client portfolio
• Develop strategies to attract new clients and increase tax return volume
• Promote the tax business through marketing, networking, and community engagement
• Identify opportunities to expand services and increase revenue
• Create plans for long-term business growth and client retention
• Recruit and build a team of tax preparers
• Provide leadership, guidance, and support throughout tax season
• Help preparers understand business expectations, client service standards, and performance goals
• Create a positive team culture focused on growth, accountability, and success
• Monitor team progress and support preparers in reaching their goals
• Manage daily operations of the tax business
• Oversee client workflow and tax season processes
• Ensure client documentation is collected and maintained properly
• Monitor submitted returns and funded return activity
• Maintain organization and communication with the team and clients
• Follow IRS guidelines, due diligence requirements, and professional standards
• Promote accurate and ethical tax preparation practices
• Maintain proper client records and documentation
• Protect confidential taxpayer information and follow security procedures
• Stay informed on tax updates, training requirements, and industry changes
• Deliver excellent customer service and build lasting client relationships
• Educate clients throughout the tax preparation process
• Create a trusted experience that encourages repeat customers and referrals
• Represent the tax business and Polished Financial with professionalism
• Take ownership of goals, growth, and results
• Use provided tools, training, and resources to maximize success
• Continue developing as a tax professional, leader, and business owner

Experienced Tax Preparer – EFIN Required

• Prepare individual federal and state income tax returns
• Collect and review client-provided tax documents
• Enter tax information accurately into professional tax preparation software
• Review completed returns for accuracy and completeness
• Communicate with clients regarding missing or additional documentation
• Maintain organized and accurate client records
• Protect confidential taxpayer and financial information
• Follow applicable IRS requirements and due diligence standards
• Complete required training and compliance requirements
• Maintain professional communication with clients and team members
• Deliver exceptional customer service and build lasting client relationships
• Meet established deadlines during tax season
• Participate in required training and continuing education
• Market tax preparation services and grow the client base through networking, referrals, and community outreach
• Build a book of business by developing long-term relationships with returning clients
• Represent Polished Talent Group with professionalism and integrity

• Prepare individual federal and state income tax returns
• Collect, review, and organize client-provided tax documents
• Enter tax information accurately into professional tax preparation software
• Review completed returns for accuracy and completeness
• Communicate with clients regarding missing or additional documentation
• Maintain organized and accurate client records
• Protect confidential taxpayer and financial information
• Follow applicable IRS requirements, regulations, company policies, and due diligence standards
• Complete required training, compliance requirements, and continuing education
• Deliver exceptional customer service and build lasting client relationships
• Meet established deadlines during tax season
• Market tax preparation services and grow the client base through networking, referrals, and community outreach
• Build a book of business through long-term relationships with returning clients
• Represent Polished Talent Group with professionalism and integrity

• Prepare individual federal and state income tax returns
• Collect, review, and organize client-provided tax documents
• Enter tax information accurately into professional tax preparation software
• Review completed returns for accuracy and completeness
• Communicate with clients regarding missing or additional documentation
• Maintain organized and accurate client records
• Protect confidential taxpayer and financial information
• Follow IRS regulations, company policies, due diligence standards, and tax compliance requirements
• Meet established deadlines during tax season
• Market tax preparation services and grow the client base through networking, referrals, and community outreach
• Build a book of business through long-term relationships with returning clients
• Represent Polished Talent Group professionally and with integrity

• Prepare individual federal and state income tax returns using professional tax preparation software
• Collect, review, organize, and verify client-provided tax documents
• Enter tax information accurately into tax preparation software
• Review completed returns for accuracy and completeness before filing
• Communicate with clients about missing or additional documentation
• Explain the tax preparation process
• Maintain accurate client records and documentation
• Protect confidential taxpayer, financial, and personal information
• Follow IRS regulations, company policies, and tax compliance requirements
• Deliver exceptional customer service and build lasting client relationships
• Meet established deadlines during tax season
• Market tax preparation services and grow the client base through networking, referrals, and community outreach
• Build a book of business through long-term relationships with returning clients
• Represent Polished Talent Group professionally and with integrity

• Prepare individual federal and state income tax returns
• Collect, review, and organize client-provided tax documents
• Enter tax information into professional tax preparation software
• Review completed returns for accuracy and completeness before filing
• Communicate with clients about missing or additional documentation
• Maintain organized and accurate client records
• Protect confidential taxpayer and financial information
• Follow IRS requirements, company policies, and due diligence standards
• Complete required training, compliance requirements, and continuing education
• Deliver customer service and build relationships with returning clients
• Meet established deadlines during tax season
• Market tax preparation services and grow the client base through networking, referrals, and community outreach
• Represent Polished Talent Group professionally and with integrity

• Prepare individual federal and state income tax returns
• Collect and review client-provided tax documents
• Enter tax information accurately into professional tax preparation software
• Review completed returns for accuracy and completeness
• Communicate with clients regarding missing or additional documentation
• Maintain organized and accurate client records
• Protect confidential taxpayer and financial information
• Follow IRS regulations, company policies, and tax compliance requirements
• Deliver exceptional customer service and build client relationships
• Meet established deadlines during tax season
• Participate in required training and continuing education
• Market tax preparation services and grow the client base through networking, referrals, and community outreach
• Build a book of business through long-term relationships with returning clients
• Represent Polished Talent Group professionally

• Prepare and review individual federal and state income tax returns
• Maintain accurate client documentation and tax records
• Conduct client interviews and collect required tax documentation
• Follow IRS due diligence requirements and tax preparation standards
• Maintain confidentiality of taxpayer information
• Communicate with clients regarding return status, documentation needs, and filing requirements
• Ensure returns are accurate and complete before submission
• Maintain an active EFIN and remain compliant with applicable IRS requirements
• Assist with tax season workflow and client management
• Participate in required training, compliance updates, and tax season meetings
• Build and maintain a personal tax client portfolio
• Develop strategies to attract new clients and increase tax return volume
• Promote the tax business through marketing, networking, and community engagement
• Identify opportunities to expand services and increase revenue
• Create a plan for long-term business growth and client retention
• Recruit and build a team of motivated tax preparers
• Provide leadership, guidance, and support throughout tax season
• Help preparers understand business expectations, client service standards, and performance goals
• Create a positive team culture focused on growth, accountability, and success
• Monitor team progress and support preparers in reaching their goals
• Manage daily operations of the tax business
• Oversee client workflow and tax season processes
• Ensure client documentation is collected and maintained properly
• Monitor submitted returns and funded return activity
• Maintain organization and communication with the team and clients
• Follow IRS guidelines, due diligence requirements, and professional standards
• Promote accurate and ethical tax preparation practices
• Maintain proper client records and documentation
• Protect confidential taxpayer information and follow security procedures
• Stay informed on tax updates, training requirements, and industry changes
• Deliver excellent customer service and build lasting client relationships
• Educate clients throughout the tax preparation process
• Create a trusted experience that encourages repeat customers and referrals
• Represent the tax business and Polished Financial with professionalism
• Take ownership of goals, growth, and results
• Use provided tools, training, and resources to maximize success
• Continue developing as a tax professional, leader, and business owner

• Oversee day-to-day remote tax preparation operations
• Prepare and/or review individual federal and state income tax returns
• Support tax preparers with workflow and operational questions
• Monitor return accuracy, documentation, and completion
• Maintain secure and confidential taxpayer information
• Follow applicable IRS due diligence and electronic filing requirements
• Communicate professionally with clients and tax preparers
• Maintain organized client and tax preparation records
• Assist with developing and maintaining client relationships
• Participate in required operational and compliance training
• Ensure applicable filing deadlines and internal procedures are followed
• Build, manage, and grow a tax business and personal tax client portfolio
• Develop strategies to attract new clients and increase tax return volume
• Promote the tax business through marketing, networking, and community engagement
• Recruit, build, lead, and support a team of tax preparers
• Manage daily tax business operations, client workflow, and tax season processes
• Ensure client documentation is collected and maintained properly
• Monitor submitted returns and funded return activity
• Follow IRS guidelines, due diligence requirements, and professional standards
• Promote accurate and ethical tax preparation practices
• Deliver excellent customer service and build lasting client relationships
• Educate clients throughout the tax preparation process
• Take ownership of business goals, growth, and results
• Use provided tools, training, and resources to maximize success
• Continue developing as a tax professional, leader, and business owner

• Prepare individual federal and state income tax returns
• Review, collect, organize, and verify client tax documents for accuracy and completeness
• Enter tax information using professional tax preparation software
• Communicate with clients regarding required documents and return information
• Explain the tax preparation process and request missing documentation
• Follow IRS regulations, applicable tax laws, due diligence requirements, company policies, and tax compliance procedures
• Protect confidential client financial and personal information
• Maintain accurate client records and documentation
• Provide professional customer service and build lasting client relationships
• Meet established deadlines during tax season
• Participate in required training and continuing education
• Market tax preparation services and grow the client base through networking, referrals, and community outreach
• Develop and maintain a personal client base and book of business
• Represent Polished Talent Group with professionalism and integrity

• Prepare individual federal and state income tax returns
• Collect, review, and organize client-provided tax documents
• Enter tax information accurately into professional tax preparation software
• Review completed returns for accuracy and completeness
• Communicate with clients regarding missing or additional documentation
• Maintain organized and accurate client records
• Protect confidential taxpayer and financial information
• Follow IRS regulations, company policies, and tax compliance requirements
• Deliver exceptional customer service and build lasting client relationships
• Meet established deadlines during tax season
• Participate in required training and continuing education
• Market tax preparation services through networking, referrals, and community outreach
• Build a book of business through long-term client relationships
• Represent the company with professionalism and integrity