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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, compliance with IRS regulations, and maintaining client confidentiality while providing exceptional customer service. Capable of managing a personal client base and effectively communicating with clients in a remote environment.
Highest-signal resume keywords
Tax PreparationIRS Regulations ComplianceClient CommunicationDetail OrientedCustomer Service
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 Preparation SoftwareTax Compliance ProceduresDocument Verification
Soft Skills
ProfessionalismReliabilityIndependenceAttention to Detail
Tools & Technologies
Professional Tax Preparation SoftwareComputerInternet Connection
Certifications & Qualifications
Tax Preparer Requirements
Industry Keywords
Tax ComplianceClient ConfidentialityCustomer Relationship ManagementNetworkingCommunity Outreach
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- Prior tax preparation experience is preferred but not required
- Reliable and professional
- Comfortable working independently in a remote environment
- Detail oriented
- Able to communicate professionally with clients
- Comfortable using a computer and learning new software
- Able to complete required tax training
- Able to follow tax preparation and compliance procedures
- Reliable computer or laptop
- Reliable internet connection
- Ability to work remotely
- Ability to maintain client confidentiality
- Ability to meet applicable tax preparer requirements
- Availability during the tax filing season
- Previous experience in tax preparation, customer service, banking, finance, accounting, or administrative support may be helpful but is not required
Benefits
Comp & perks- Training and ongoing tax season support
- Professional tax preparation software
- Tax preparation training and educational resources
- Tax season support
- Tax compliance resources
- Marketing guidance
- Client communication resources
- Ongoing professional support throughout tax season
- Flexible schedule
- Commission-based compensation for completed and funded tax returns