Talent Group

Tax Preparer

Talent Group
Posted 10/20/2026part-timeRemote • Texas • United StatesMid-LevelSeniorWebsite
Apply

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 and maintaining confidentiality of client information. Strong organizational and communication skills are essential for managing client relationships and delivering exceptional customer service.

Highest-signal resume keywords
Tax PreparationIRS Preparer Tax Identification Number (PTIN)Attention To DetailClient Relationship ManagementProfessional Communication

About the role

Key responsibilities & impact
  • 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, company policies, and due diligence standards
  • Complete required training, compliance requirements, and continuing education
  • Deliver customer service and build relationships with returning clients
  • Market tax preparation services through networking, referrals, and community outreach
  • Build a book of business through long-term client relationships
  • Meet established deadlines during tax season
  • 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

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 OrganizationTax Preparation SoftwareData EntryCompliance Requirements
Soft Skills
Attention To DetailOrganizational SkillsWritten CommunicationVerbal CommunicationCustomer Service
Tools & Technologies
Professional Tax Preparation SoftwareBasic Computer Proficiency
Certifications & Qualifications
IRS Preparer Tax Identification Number (PTIN)
Industry Keywords
Federal Income TaxState Income TaxDue Diligence StandardsConfidential Financial InformationContinuing Education