Experienced Tax Preparer – EFIN Required

Experienced Tax Preparer – EFIN Required Polished Talent Group is seeking experienced tax professionals with an active EFIN to join our tax network for the upcoming tax season. This opportunity is ideal for experienced preparers who are comfortable managing clients, maintaining IRS compliance, and supporting tax preparation operations. Candidates should have previous tax preparation experience, strong attention to detail, and a working knowledge of federal individual income tax returns. Responsibilities • Prepare and review individual federal and state income tax returns • Maintain accurate client documentation and tax records • Conduct client interviews and collect required tax documentation • Follow IRS due diligence requirements and tax preparation standards • Maintain confidentiality of taxpayer information • Communicate with clients regarding return status, documentation needs, and filing requirements • Ensure returns are accurate and complete before submission • Maintain an active EFIN and remain compliant with applicable IRS requirements • Assist with tax season workflow and client management • Participate in required training, compliance updates, and tax season meetings Qualifications • Active IRS Electronic Filing Identification Number (EFIN) required • Valid PTIN required • Previous individual income tax preparation experience • Knowledge of federal and state tax filing requirements • Familiarity with tax preparation software • Strong attention to detail and organizational skills • Excellent communication and client service skills • Ability to work independently and manage deadlines during tax season • Commitment to maintaining confidentiality and IRS compliance standards What We Provide Tax professionals in our network receive access to resources and operational support designed to help them successfully navigate tax season, including: • Professional tax preparation software and technology • Tax season onboarding and preparation support • Bank product setup assistance • Continuing tax education and training resources • Compliance and due diligence training • Tax office workflow and operational guidance • Client acquisition and retention strategies • Marketing resources and business development guidance • Weekly support and tax season updates • Access to a network of tax professionals and industry resources Ideal Candidate We are looking for an experienced tax professional who is knowledgeable, dependable, client focused, and ready to take on greater responsibility during tax season. Candidates must already possess an active EFIN and have prior tax preparation experience. Additional details regarding compensation, program structure, tax software, and operational requirements will be discussed during the interview process. If you are an experienced tax preparer with an active EFIN and are looking for an opportunity to expand your tax season operations with additional systems, training, and support, we encourage you to apply. Key Responsibilities 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