Tax Preparer

Talent Group

. Prepare individual federal and state income tax returns .

Posted 9/22/2026part-timeRemote • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in preparing federal and state income tax returns while ensuring compliance with IRS requirements. Strong organizational skills and attention to detail are essential for maintaining accurate client records and delivering exceptional customer service.

Highest-signal resume keywords

Tax PreparationIRS ComplianceAttention to DetailProfessional CommunicationClient Relationship Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Tax Return PreparationTax Document ReviewProfessional Tax Preparation SoftwareData EntryConfidential Information Handling

Soft Skills

Organizational SkillsCustomer ServiceIndependent WorkCommunication Skills

Tools & Technologies

Tax Preparation Software

Certifications & Qualifications

IRS Preparer Tax Identification Number (PTIN)

Industry Keywords

Federal Income TaxState Income TaxDue Diligence StandardsContinuing EducationNetworking

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

High school diploma or equivalent
Strong attention to detail and organizational skills
Professional written and verbal communication skills
Comfortable working independently in a remote environment
Basic computer proficiency
Ability to handle confidential financial information responsibly
Previous tax preparation or financial services experience is a plus but not required
Must have an active IRS Preparer Tax Identification Number (PTIN) or be willing to obtain one before preparing tax returns
Must successfully complete required tax preparation training before preparing client returns