What are the responsibilities and job description for the Remote Tax Preparer ( Trainee) position at Brooks & Moore Tax Services?
REMOTE TAX PREPARER TRAINEE TAX SEASON 2027
Brooks & Moore Tax Services is accepting motivated individuals for our Remote Tax Preparer Trainee Program for Tax Season 2027.
Whether you're new to tax preparation or looking to expand your financial services skills, this opportunity is designed to provide training, onboarding, and team support to help you develop practical skills in the tax industry.
No prior tax preparation experience is required.
Training and onboarding support are available for qualified candidates.
RESPONSIBILITIES
Assist with tax preparation under appropriate supervision
Learn federal and applicable state tax laws, regulations, and compliance requirements Prepare individual tax returns and basic business returns
Learn to use professional tax software and financial tools
Complete PTIN registration and applicable training requirements
Communicate professionally with clients and team members
Maintain accurate client records and documentation
Follow IRS and company compliance procedures
Support clients throughout the tax preparation process
Participate in continuing education and professional development
QUALIFICATIONS
Strong desire to learn and grow professionally
Excellent communication and customer service skills
Basic computer and data-entry skills
Ability to work independently in a remote environment
Reliable internet connection
Professional attitude and attention to detail
Willingness to follow tax and client confidentiality requirements
PREFERRED BUT NOT REQUIRED
Prior tax preparation experience
Customer service experience
Financial services experience
WHAT WE OFFER
Tax preparation training
PTIN guidance and support
Remote training and onboarding
Professional tax software
Team support
Business development education
Continuing education opportunities
Career development opportunities
COMPENSATION
Compensation is based on experience, role assignment, production, and applicable compensation structure.
Potential earnings may be up to $40,000 annually depending on role and production.
WORK LOCATION: Remote
ABOUT BROOKS & MOORE TAX SERVICES Brooks & Moore Tax Services provides professional tax preparation and year-round tax support for individuals, self-employed taxpayers, and businesses.
Prepare now for Tax Season 2027 and grow with Brooks & Moore Tax Services.
Pay: $15,000.00 - $40,000.00 per year
Application Question(s):
- How do you stay accountable when working independently?
- Do you understand that this is not an hourly position?
- What tax/accounting/financial-services experience do you have?
- How much time can you realistically dedicate during tax season?
- Why should Brooks & Moore select you for this partner program?
Experience:
- Tax: 1 year (Preferred)
Location:
- Lexington, KY 40536 (Preferred)
Work Location: Hybrid remote in Lexington, KY 40536
Salary : $15,000 - $40,000