What are the responsibilities and job description for the Tax Professional position at In and Out Tax Service?
Online Tax Preparer — Training Provided
In and Out Tax Service is seeking motivated, dependable individuals to join our team as online tax preparers for the upcoming tax season. Previous tax-preparation experience is helpful but not required. We provide training for candidates who are willing to learn, follow procedures, and deliver excellent client service.
This is a seasonal, remote position with the opportunity to grow within our organization.
Responsibilities
- Conduct virtual client tax interviews.
- Prepare accurate federal and state individual income tax returns.
- Review clients’ income, deductions, credits, and supporting documents.
- Identify missing or inconsistent information before completing returns.
- Follow IRS due-diligence requirements and company procedures.
- Protect confidential taxpayer and financial information.
- Communicate professionally with clients by telephone, email, text, or video.
- Request missing documentation and provide clients with status updates.
- Submit completed returns for quality review before filing.
- Attend required training sessions and team meetings.
- Meet established deadlines throughout tax season.
Qualifications
- Must be at least 18 years old.
- High school diploma or equivalent required.
- Basic computer, typing, and internet-navigation skills.
- Strong attention to detail and willingness to learn.
- Professional written and verbal communication skills.
- Ability to work independently and manage multiple clients.
- Reliable computer, high-speed internet, telephone, and private workspace.
- Ability to maintain strict client confidentiality.
- Previous customer-service, financial, bookkeeping, or tax experience is a plus.
- Must have or be willing to obtain a current IRS Preparer Tax Identification Number (PTIN).
- Must successfully complete all required company training and practice returns.
Training Provided
Selected candidates will receive basic tax-law and software training, including:
- Filing statuses and dependent rules
- Common tax forms and income documents
- Tax credits and deductions
- Schedule C and self-employment income
- IRS due diligence and compliance
- Client interviewing and document collection
- Tax-software navigation
- Data security and identity-theft prevention
- Return review and quality-control procedures
Ideal Candidate
The ideal candidate is trustworthy, teachable, organized, professional, and committed to accuracy. We are looking for individuals who are willing to invest time in training, ask questions, accept feedback, and grow into confident tax professionals.
Position Details
- Position: Online Tax Preparer
- Location: Remote
- Employment period: Seasonal
- Training: Provided
- Schedule: Flexible, with required availability during tax season
- Compensation: Discussed during the interview
- Start date: [Insert date]
To Apply
Please submit your name, telephone number, email address, résumé or work history, and a brief statement explaining why you are interested in becoming a tax preparer.
Join our team and learn a valuable skill while helping individuals and families file accurate tax returns with confidence.
Salary : $25 - $40