ERO Partner Opportunity - Tax Star Pro

The ERO Partner Program is designed for tax professionals and entrepreneurs who are ready to do more than prepare returns. Continue serving your clients while gaining the tools, systems, and support needed to build a team, increase your reach, and grow a scalable tax business. This program is designed for leaders who want the opportunity to build a team, grow their client base, increase their earning potential, and operate with proven systems, training, and support. With Polished Talent Group, you do not have to figure everything out alone. We provide the foundation, resources, and structure needed to help you launch, operate, and scale. What You’ll Do As an ERO Partner, you will: • Build and manage your own team of tax preparers • Recruit motivated individuals interested in the tax industry • Train, develop, and support your team throughout tax season • Grow and maintain your personal client base • Create strategies to attract new clients and increase funded returns • Manage tax office operations and business performance • Lead your team toward production and revenue goals • Maintain compliance with IRS requirements, due diligence standards, and documentation practices What Your Partnership Includes Your one-time investment gives you access to the tools, training, technology, and business infrastructure needed to successfully build your tax business. This is more than access to tax software. You are gaining access to the systems and resources designed to help you think, operate, and grow like a business owner. Your partnership includes: • Professional tax software access with secure client management tools • ERO onboarding and tax season preparation support • Bank product setup assistance to provide refund transfer options • Tax Preparer Training Academy access to develop your team • Structured onboarding process for new tax preparers joining your office • Recruiting strategies to help attract and build your team • Interview templates, hiring guidance, and team development resources • Tax office operations training and business workflow guidance • Compliance training covering IRS standards, due diligence, documentation, and risk management • Marketing strategies designed to increase visibility and attract clients • Client acquisition and retention strategies to help create repeat customers • Business development resources focused on growth and scalability • Leadership training to help you successfully manage and motivate your team • Weekly support, tax season updates, and continued guidance • Access to a community of entrepreneurs growing their tax businesses Revenue Opportunity As an ERO Partner, you are not just preparing tax returns. You are creating a business model that can continue growing year after year. Your earning potential increases as you: • Build and retain your personal client portfolio • Recruit and develop successful tax preparers • Generate revenue through team production • Increase completed and funded tax returns • Build relationships that create repeat clients and referrals • Expand your presence within your community Your success is driven by your leadership, consistency, and commitment to building your business. Who Should Apply This opportunity is designed for: • Experienced tax preparers ready to become business owners • Entrepreneurs looking to enter the tax industry • Existing business owners wanting to add tax preparation services • Leaders who enjoy building and developing teams • Motivated individuals ready to create an additional income opportunity You bring the vision. We provide the blueprint. Take the next step from tax preparer to tax business owner with Polished Talent Group. Key Responsibilities As an ERO Partner, you will be responsible for building, managing, and growing your tax business while delivering a professional client experience. Business Growth & Development • Build and maintain your personal tax client portfolio • Develop strategies to attract new clients and increase tax return volume • Promote your tax business through marketing, networking, and community engagement • Identify opportunities to expand services and increase revenue • Create a plan for long-term business growth and client retention Team Building & Leadership • Recruit and build a team of motivated tax preparers • Provide leadership, guidance, and support throughout tax season • Help preparers understand business expectations, client service standards, and performance goals • Create a positive team culture focused on growth, accountability, and success • Monitor team progress and support preparers in reaching their goals Tax Operations Management • Manage daily operations of your tax business • Oversee client workflow and tax season processes • Ensure client documentation is collected and maintained properly • Monitor submitted returns and funded return activity • Maintain organization and communication with your team and clients Compliance & Quality Standards • Follow IRS guidelines, due diligence requirements, and professional standards • Promote accurate and ethical tax preparation practices • Maintain proper client records and documentation • Protect confidential taxpayer information and follow security procedures • Stay informed on tax updates, training requirements, and industry changes Client Experience • Deliver excellent customer service and build lasting client relationships • Educate clients throughout the tax preparation process • Create a trusted experience that encourages repeat customers and referrals • Represent your tax business and Polished Financial with professionalism Entrepreneurial Mindset • Take ownership of your goals, growth, and results • Use provided tools, training, and resources to maximize your success • Continue developing as a tax professional, leader, and business owner