Talent Group

Tax Preparer

Talent Group
Posted 10/20/2026part-timeRemote • Texas • United StatesMid-LevelSeniorWebsite
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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 ComplianceClient CommunicationAttention To DetailOrganizational Skills

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
  • Deliver exceptional customer service and build client relationships
  • Meet established deadlines during tax season
  • Market tax preparation services and grow the client base through networking, referrals, and community outreach
  • Build a book of business through long-term relationships with returning clients
  • Represent Polished Talent Group professionally and with 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

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Applicant Tracking System Keywords

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Hard Skills
Tax Return PreparationTax Document ReviewProfessional Tax Preparation SoftwareData EntryFinancial Information Management
Soft Skills
Professional CommunicationCustomer ServiceIndependent Work
Tools & Technologies
Tax Preparation SoftwareComputer Proficiency
Certifications & Qualifications
IRS Preparer Tax Identification Number (PTIN)
Industry Keywords
Federal Income TaxState Income TaxDue Diligence StandardsClient RelationshipsNetworking