What are the responsibilities and job description for the Team Members position at 985Phatcash Tax Services?
We are seeking experienced, motivated, and detail-oriented Independent Tax Preparers to join our team for the upcoming tax season. This is a 1099 contractor position offering excellent flexibility, a competitive commission-based pay structure, and the autonomy to manage your own client workflow. If you are a self-starter who thrives in a fast-paced environment and is passionate about helping clients maximize their returns, this role is a perfect fit.
What We Offer (Compensation & Flexibility)
Pay Structure: Competitive commission-based pay per completed and accepted tax return filled
Payment Schedule: Paid weekly via direct deposit as files are funded.
Schedule: Highly flexible. Create your own hours and manage your own schedule to meet client needs.
Location: [Specify: Remote / On-site in Hammond, LA / Hybrid].
Key Responsibilities
Conduct thorough face-to-face or virtual tax interviews with clients to gather financial records, income statements, and documentation.
Accurately prepare and file individual (Form 1040) and/or business federal and state tax returns using professional tax preparation software.
Analyze financial data to identify legal deductions, credits, and tax-saving opportunities for clients.
Review completed tax returns for accuracy, compliance with IRS regulations, and completeness before submission.
Provide exceptional customer service, explaining complex tax concepts to clients clearly and professionally.
Maintain strict client confidentiality and adhere to all IRS security and compliance standards.
Requirements & Qualifications
Credentials: Must possess an active and valid PTIN (Preparer Tax Identification Number) for the current filing year. (An active Electronic Filing Identification Number (EFIN) is a plus but not required).
Experience: Minimum 1–2 years of experience preparing federal and state tax returns.
Software Skills: Proficiency with professional tax software (e.g., TaxSlayer, Drake, or CrossLink) and basic digital literacy.
Tools: If working remotely, you must have your own reliable computer, high-speed internet, and a secure, private workspace.
Skills: Sharp attention to detail, strong analytical skills, and excellent time management to handle seasonal volume.
Pay: From $3,500.00 per week
Benefits:
- Referral program
People with a criminal record are encouraged to apply
Work Location: Hybrid remote in Kentwood, LA 70444
Salary : $3,500