What are the responsibilities and job description for the Independent Tax Preparer position at Branch Tax Services?
INDEPENDENT TAX PREPARER
Job Summary
Branch Tax Services is seeking Independent Tax Professionals to join our dynamic team of entrepreneurs and tax experts. This role is perfect for a go-getter with an entrepreneurial mindset who thrives in a fast-paced environment and is eager to grow their own client base.
As part of our collaborative team, you’ll work alongside other driven professionals while maintaining the independence to build and manage your own book of business.
This role involves preparing tax returns, providing tax planning strategies, and ensuring compliance with all relevant regulations. You’ll need to be a fast learner, provide excellent customer service, and stay up to date on changing tax laws to deliver top-notch results for your clients.
Note: This is a commission-based, client-driven role. No leads provided — ideal for experienced, motivated tax preparers with an existing or growing client base.
The Perks!!!
- $100 flat rate filing fee–Our competitive commission allows you to charge up to $1,499.00 per return with a flat rate filing fee of $100 per return automatically deducted at payroll. Beats the average competitors 30%-70% fees.
- Weekly payroll services via Square (Payday is Wednesday for a little mid-week motivation)
- 1099 (Contractor)!! Take home all your pay! Deduct your expenses at the end of the year!
- Flexible schedule! Work from anywhere! No commute!
- Potential for year round income–with our year-round services, you will have access to service late filings, business clients, amendments, and more!
- Referral Bonuses: $50 per client and $100 per Tax Preparer!!
- Skill growth–sharpen your expertise with Tax Support from Efin Provider and tax software
Responsibilities
- Prepare and review individual and business tax returns, including complex filings.
- Conduct thorough research on federal and state tax laws to ensure compliance
- Advise clients on self-employment deductions, credits, and tax-saving strategies.
- Provide top-tier customer service, answering client questions with patience, professionalism, and accuracy.
- Identify client needs and refer additional tax or business services
Requirements
- Valid PTIN (Preparer Tax Identification Number) required
- Proven experience in tax preparation (2 years preferred)
- Strong knowledge of federal, state, and local tax laws, including credits and deductions.
- Familiarity with individual and small business tax returns (Form 1040, Schedule C, etc.)
- Excellent customer service and communication skills -- able to communicate tax matters clearly.
- Proficiency with tax software and e-filing systems (e.g., Drake, TaxSlayer, ProSeries, etc.).
- Detail-oriented, organized, and able to manage multiple clients at once.
Take the next step in your tax career—submit your application now and join a team that values expertise, growth, and customer care. All applications must be sent and reviewed by 12/23/2025 to allow for preparation of the launch of tax season on January 1. Call (404) 707-5407 for immediate reply!
Why work for this company?
Entrepreneurial Freedom, Flexible Environment, Competitive Pay Structure, Focus on Customer Service, Learning & Development, Shared Success
Job Types: Full-time, Part-time, Contract
Pay: $10,000.00 - $60,000.00 per year
Benefits:
- Flexible schedule
Work Location: Remote
Salary : $10,000 - $60,000