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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in tax preparation and compliance, with a strong focus on client relationship management and operational efficiency. Proven ability to lead and develop a team of tax preparers while ensuring adherence to IRS guidelines and maintaining confidentiality.
Highest-signal resume keywords
Tax PreparationClient Relationship ManagementIRS ComplianceTeam LeadershipAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Federal Income Tax ReturnsState Income Tax ReturnsTax DocumentationTax Business OperationsDue Diligence RequirementsElectronic FilingClient Workflow ManagementTax Office ExperienceOperational TrainingClient Service Expectations
Soft Skills
Strong CommunicationOrganizational SkillsProfessionalismCustomer ServiceIndependent Work
Tools & Technologies
Tax Preparation SoftwareSecure Data Management ToolsRemote Communication ToolsClient Management Systems
Certifications & Qualifications
Active EFINValid PTIN
Industry Keywords
IRS GuidelinesTax ComplianceTax Business GrowthConfidential Taxpayer InformationCommunity Engagement
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- An active EFIN or the ability to apply for and obtain IRS approval
- A valid PTIN when personally preparing federal tax returns for compensation
- Strong communication and organizational skills
- Ability to work independently in a remote environment
- Reliable computer and internet access
- Ability to protect confidential taxpayer information
- Strong attention to detail and professionalism
- Tax preparation, tax office, or team leadership experience preferred
- Applicants must obtain applicable IRS approval before performing activities that require an EFIN
- Independent contractor engagement with responsibility for meeting client service expectations, filing deadlines, compliance requirements, and operational responsibilities
Benefits
Comp & perks- Professional tax preparation software
- Tax season operational support
- Tax compliance and due diligence resources
- Training and continuing tax education
- Workflow guidance
- Tax preparer support resources
- Marketing and client development guidance
- Flexible schedule management as an independent contractor