Virtual Tax Preparer – No Experience Required

Job Summary Competent Tax Solutions is seeking motivated, professional, and dependable individuals to join our team as Virtual Tax Preparers for the upcoming tax season. No previous tax preparation, accounting, or bookkeeping experience is required. We provide the training, professional tax software, guidance, and ongoing support needed to help you learn the tax preparation process and confidently serve your clients. This is a fully remote, seasonal, commission-based opportunity for 1099 independent contractors. It is ideal for individuals who want to develop a valuable professional skill, create an additional stream of income, and build a returning client base. As a Virtual Tax Preparer, you will assist clients with preparing and electronically filing accurate federal and state individual income tax returns. You will communicate with clients virtually, collect and review their tax documents, accurately enter their information into professional tax software, and provide excellent customer service throughout the filing process. Because this is an independent-contractor opportunity, preparers are expected to market their tax preparation services and actively build their own clientele. Your earnings will depend heavily on your consistency, client volume, marketing efforts, completed and funded returns, and overall performance. Top-performing preparers who consistently promote their services, build a strong client base, provide excellent customer service, and follow all IRS and company requirements may have the potential to earn six figures during the approximately three-month peak tax season. However, earnings are not guaranteed. Training Information Training will begin at the end of September and continue through November. Training opportunities will be available each month during this period. All selected preparers must complete the required training before preparing returns for clients. Training will cover important areas of individual income tax preparation, including:

• Understanding the tax preparation process
• Navigating professional tax preparation software
• Filing statuses and dependent qualifications
• W-2 and 1099 income
• Common tax credits and deductions
• Earned Income Tax Credit due diligence
• Child-related tax benefits
• Client documentation requirements
• Identity verification and fraud prevention
• Federal and state filing requirements
• Protecting confidential taxpayer information
• Communicating professionally with clients
• Building, marketing, and maintaining a client base
• Company policies, procedures, and quality-control standards

Preparers must attend required training sessions, complete assigned training materials, and demonstrate an understanding of the information before being authorized to prepare client returns. Primary Responsibilities

• Prepare accurate federal and state individual income tax returns using professional tax software
• Communicate professionally with clients by phone, text, email, or approved virtual platforms
• Interview clients to gather the information necessary to complete their tax returns
• Collect and review W-2s, 1099s, Social Security cards, identification documents, dependent information, and other supporting tax documents
• Verify that client documents are complete, accurate, and legible before beginning a return
• Accurately enter client information into the tax preparation software
• Help clients understand the documents and information required to file their returns
• Identify eligible filing statuses, tax credits, and deductions based on the information provided by the client
• Follow all IRS due-diligence requirements, particularly for refundable tax credits and head-of-household filing status
• Ask appropriate follow-up questions when information is missing, unclear, or inconsistent
• Follow up with clients regarding missing documents, signatures, identification, or additional information
• Review completed returns for accuracy before submitting them for final processing
• Explain the general filing process, expected timelines, and next steps to clients
• Provide professional and timely customer service throughout the entire filing process
• Maintain organized and accurate client records
• Protect all confidential taxpayer, personal, and financial information
• Follow all federal and state tax laws, data-security standards, and company compliance procedures
• Attend required training sessions, team meetings, and tax-season updates
• Stay informed about relevant tax-law and filing-season changes
• Actively market and promote your tax preparation services
• Build and maintain your own client base
• Follow up with previous clients and encourage eligible clients to return each tax season
• Represent Competent Tax Solutions professionally in all client communications and marketing activities
• Follow all company deadlines, quality-control procedures, and professional standards

Qualifications and Requirements

• No previous tax preparation experience is required
• Must be at least 18 years old
• Must have a valid Social Security number
• Must have or be eligible to obtain an IRS Preparer Tax Identification Number, also known as a PTIN
• Must be willing to obtain or renew a PTIN before preparing tax returns
• Must successfully complete all required training between the end of September and November
• Must have reliable access to a computer or laptop
• Must have dependable high-speed internet access
• Must have a working phone and professional email address
• Must possess excellent customer-service and communication skills
• Must be professional, organized, dependable, and detail-oriented
• Must be willing to learn, accept coaching, and apply feedback
• Must be comfortable communicating with clients virtually
• Must be comfortable marketing tax preparation services and building a personal client base
• Must be able to work independently and manage client responsibilities effectively
• Must be able to meet important deadlines during tax season
• Must remain responsive to clients and company communications
• Must be able to handle sensitive personal and financial information responsibly
• Must be committed to accuracy, honesty, confidentiality, and ethical tax preparation
• Must comply with all IRS regulations, federal and state tax laws, and Competent Tax Solutions policies

Preferred Skills Although previous tax experience is not required, the following skills may help you succeed:

• Excellent customer-service skills
• Strong written and verbal communication
• Sales, marketing, networking, or social-media experience
• Ability to promote services confidently and professionally
• Basic computer and data-entry skills
• Strong attention to detail
• Good time-management and organizational skills
• Ability to learn new software and procedures
• Ability to build professional relationships and earn clients’ trust
• Ability to work independently while following established guidelines

Ideal Candidate The ideal candidate is motivated, coachable, professional, ethical, and serious about creating an additional stream of income. This opportunity is designed for someone who is willing to learn the tax preparation process and consistently apply what they learn. You should enjoy helping people, providing excellent customer service, communicating with clients, and building professional relationships. You must also be willing to promote your services and attract clients. Competent Tax Solutions will provide training, professional tax software, guidance, and support. However, each preparer is responsible for consistently marketing their services, building their own clientele, following up with clients, and creating a professional presence within their community and online. What We Provide

• Comprehensive tax preparation training
• Training opportunities from the end of September through November
• Professional tax preparation software
• A fully virtual work opportunity
• Flexible scheduling as an independent contractor
• Guidance and support throughout tax season
• Tax-season updates and continuing education
• Marketing and client-building guidance
• Access to an encouraging and growing tax preparation team
• Opportunities to develop valuable tax and financial-service skills
• The ability to build a returning client base
• Opportunities for continued growth during future tax seasons
• Commission-based earning potential connected to individual performance

Compensation

This is a seasonal, commission-based 1099 independent-contractor opportunity. It is not an hourly or salaried position. Compensation is connected to successfully completed and funded tax returns. Estimated earnings may range from $25,000 to $75,000, with the potential to earn more based on individual performance, client volume, marketing efforts, completed returns, funded returns, and compliance with company requirements. Preparers who consistently promote their services and build a large client base may have the potential to earn six figures during the approximately three-month peak tax season. This earning potential is not guaranteed. Actual results will vary from one preparer to another. Independent contractors are responsible for managing and paying their own applicable taxes. This position does not include traditional employee benefits such as health insurance, paid time off, overtime pay, or unemployment benefits. Work Environment and Schedule This is a fully remote opportunity. Tax preparers may work from home or another private, secure location with dependable internet access. Because preparers will handle sensitive taxpayer information, all work must be performed in an environment that protects client privacy. Client information must never be discussed, displayed, downloaded, or stored in an unsecured location. The schedule is flexible, but preparers must be available to communicate with their clients, complete returns promptly, attend required training and meetings, and meet all tax-season deadlines. Important Expectations Accuracy, honesty, professionalism, confidentiality, and excellent customer service are mandatory. All preparers must follow IRS regulations, federal and state tax laws, identity-verification requirements, data-security standards, and Competent Tax Solutions policies. Tax preparers are not permitted to create, alter, falsify, or knowingly submit inaccurate information. Preparers must never promise a specific refund amount or filing result before reviewing the client’s complete information. Failure to follow tax laws, due-diligence requirements, data-security procedures, or company policies may result in immediate termination of the independent-contractor relationship.

How to Apply

Please submit your résumé along with a brief response answering the following questions:

• Why are you interested in becoming a tax preparer?
• Do you currently have an active PTIN? If not, are you eligible and willing to obtain one?
• Are you comfortable marketing your services and building your own clientele?
• What city and state are you located in?
• Are you available to complete all required training between the end of September and November?
• No tax preparation experience is necessary. If you are ready to learn, willing to market yourself, committed to providing excellent customer service, and excited about creating a new income opportunity, we encourage you to apply.

Join Competent Tax Solutions and turn the upcoming tax season into an opportunity to expand your knowledge, increase your income, and build a client base that can continue growing year after year. Pay: $25,000.00 - $75,000.00 per year Benefits:

• Flexible schedule

People with a criminal record are encouraged to apply Work Location: Remote