Experienced Tax Preparer – EFIN Required

Talent Group

. Prepare and review individual federal and state income tax returns .

Posted 9/18/2026full-timeRemote • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in individual federal and state income tax preparation, compliance with IRS standards, and effective client management. Proven ability to lead a team, maintain confidentiality, and develop strategies for business growth and client retention.

Highest-signal resume keywords

Active IRS Electronic Filing Identification Number (EFIN)Valid PTINIndividual Income Tax Preparation ExperienceKnowledge of Federal and State Tax Filing RequirementsFamiliarity with Tax Preparation Software

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationClient Documentation ManagementIRS ComplianceDue Diligence RequirementsTax Season Workflow ManagementClient Portfolio DevelopmentTax Business PromotionRevenue Expansion StrategiesTeam LeadershipOrganizational Skills

Soft Skills

Excellent Communication SkillsClient Service SkillsAttention to DetailIndependenceTeam Culture Building

Certifications & Qualifications

IRS Electronic Filing Identification Number (EFIN)PTIN

Industry Keywords

IRS GuidelinesTax Preparation StandardsConfidentialityClient RetentionTax Updates

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Active IRS Electronic Filing Identification Number (EFIN) required
Valid PTIN required
Previous individual income tax preparation experience
Knowledge of federal and state tax filing requirements
Familiarity with tax preparation software
Strong attention to detail and organizational skills
Excellent communication and client service skills
Ability to work independently and manage deadlines during tax season
Commitment to maintaining confidentiality and IRS compliance standards

Benefits

Comp & perks

Professional tax preparation software and technology
Tax season onboarding and preparation support
Bank product setup assistance
Continuing tax education and training resources
Compliance and due diligence training
Tax office workflow and operational guidance
Client acquisition and retention strategies
Marketing resources and business development guidance
Weekly support and tax season updates
Access to a network of tax professionals and industry resources