What are the responsibilities and job description for the Experienced Tax Preparer – Seasonal position at Tax Zone?
Overview
Join the dynamic team at Taxzone Unlimited, a leading provider of personal and small business tax services across the U.S. As an Experienced Tax Preparer, you’ll play a vital role in helping individuals and business owners navigate the complexities of tax filing with confidence and accuracy.
This is an independent contractor position offering a flexible remote schedule, a competitive commission structure, and the opportunity to work with a company committed to supporting both its clients and its professionals.
Responsibilities
- Prepare accurate federal, state, and local tax returns for individuals and small businesses.
- Review client financial documents such as income statements, expense reports, and bank statements to ensure precise data entry.
- Utilize professional tax software and tools (including the Taxes To Go app) to collect, organize, and complete returns efficiently.
- Provide clear, detailed guidance on tax laws, deductions, credits, depreciation, and compliance standards.
- Maintain organized electronic records of all client communications and filed returns for audit readiness.
- Offer excellent customer service — explaining complex tax matters in simple, client-friendly terms.
- Stay current with 2025–2026 federal and state tax updates and IRS compliance requirements.
- Promote additional company services such as bookkeeping, business formation, and refund advances when appropriate.
- Collaborate with other Taxzone Unlimited professionals to ensure workflow efficiency and accuracy during peak season.
Experience & Skills
- 1 year of tax preparation experience required.
- Active PTIN (Preparer Tax Identification Number).
- Working knowledge of QuickBooks, Drake, or similar accounting/tax software preferred.
- Proven understanding of deductions, credits, depreciation, and Schedule C small business filings.
- Excellent analytical and data-entry skills (10-key proficiency a plus).
- Strong communication and customer-service abilities.
- Ability to manage multiple client files efficiently in a remote environment.
Job Type: Contract
Pay: $25,000.00 - $85,000.00 per year
Work Location: Remote
Salary : $25,000 - $85,000