ERO - EFIN Required

Experienced Tax Preparer - EFIN Required

Polished Talent Group is seeking experienced tax professionals with an active EFIN who are interested in expanding their tax preparation experience while supporting and developing a team of tax preparers.

This independent contractor opportunity is designed for experienced tax professionals who understand tax preparation, client service, IRS compliance, and tax office operations.

We provide access to professional tax software, operational support, training resources, and tax season guidance to help our tax professionals efficiently serve their clients and manage their teams.

What You’ll Do

As an ERO Tax Partner, you will:

• Prepare and electronically file individual federal and state tax returns

• Maintain and grow your personal tax client base
• Review tax returns for accuracy and completeness
• Support and provide guidance to tax preparers assigned to your team
• Assist with developing preparers throughout tax season
• Monitor return production and tax season workflow
• Maintain accurate client documentation and records
• Follow IRS due diligence requirements and tax preparation standards
• Protect confidential taxpayer information
• Communicate with clients regarding documentation, filing status, and return updates
• Help maintain an organized and professional remote tax preparation operation

What We Provide

Tax professionals selected for this opportunity receive access to resources designed to support their tax season operations, including:

• Professional tax preparation software

• Secure client management tools
• Tax season onboarding and operational support
• Bank product setup assistance
• Tax preparer training resources
• Team onboarding resources
• Interview and candidate evaluation templates
• Tax office workflow guidance
• IRS compliance and due diligence training
• Marketing and client development resources
• Leadership and team development resources
• Weekly tax season support and updates
• Access to a professional network of tax professionals

Qualifications

Candidates should have:

• An active IRS Electronic Filing Identification Number (EFIN)

• Previous individual tax preparation experience
• Knowledge of federal and state individual income tax returns
• Understanding of IRS due diligence requirements
• Strong attention to detail and documentation practices
• Excellent communication and client service skills
• Ability to work independently in a remote environment
• Ability to lead, support, or develop other tax preparers
• Reliable computer and internet access

Experience managing a tax office or tax preparation team is preferred but not required.

Work Arrangement

• Remote

• Independent contractor
• Seasonal tax preparation opportunity
• Flexible schedule based on client and tax season needs
• Commission based compensation

About Polished Talent Group

Polished Talent Group supports tax professionals with the technology, training, systems, and operational resources needed to successfully serve clients during tax season.

We are looking for experienced professionals who take compliance, client service, accuracy, and professional growth seriously.

If you have an active EFIN and are interested in expanding your tax preparation experience while developing and supporting a team, we encourage you to apply.

Key Responsibilities

As an ERO Partner, you will be responsible for building, managing, and growing your tax business while delivering a professional client experience.

Business Growth & Development

• Build and maintain your personal tax client portfolio

• Develop strategies to attract new clients and increase tax return volume
• Promote your tax business through marketing, networking, and community engagement
• Identify opportunities to expand services and increase revenue
• Create a plan for long-term business growth and client retention

Team Building & Leadership

• Recruit and build a team of motivated tax preparers

• Provide leadership, guidance, and support throughout tax season
• Help preparers understand business expectations, client service standards, and performance goals
• Create a positive team culture focused on growth, accountability, and success
• Monitor team progress and support preparers in reaching their goals

Tax Operations Management

• Manage daily operations of your tax business
• Oversee client workflow and tax season processes
• Ensure client documentation is collected and maintained properly
• Monitor submitted returns and funded return activity
• Maintain organization and communication with your team and clients

Compliance & Quality Standards

• Follow IRS guidelines, due diligence requirements, and professional standards
• Promote accurate and ethical tax preparation practices
• Maintain proper client records and documentation
• Protect confidential taxpayer information and follow security procedures
• Stay informed on tax updates, training requirements, and industry changes

Client Experience

• Deliver excellent customer service and build lasting client relationships
• Educate clients throughout the tax preparation process
• Create a trusted experience that encourages repeat customers and referrals
• Represent your tax business and Polished Financial with professionalism

Entrepreneurial Mindset

• Take ownership of your goals, growth, and results
• Use provided tools, training, and resources to maximize your success
• Continue developing as a tax professional, leader, and business owner