Remote Tax Preparer – ERO/EFIN Required - ETS Pro Series

ETS Pro Series is seeking experienced tax professionals interested in working as Electronic Return Originators (EROs) for the upcoming tax season. This remote opportunity is designed for tax professionals who have an active EFIN or are willing to apply for and obtain one before beginning ERO responsibilities. The ERO will be responsible for supporting tax preparation operations, maintaining IRS compliance standards, developing a client base, and providing professional tax services throughout the filing season. Responsibilities Prepare and/or oversee accurate federal and state individual income tax returns Maintain compliance with IRS e-file requirements and due-diligence standards Protect confidential taxpayer information and maintain secure records Review tax documentation for accuracy and completeness Communicate professionally with clients throughout the tax preparation process Maintain accurate client records and required documentation Build and maintain a personal tax client base Develop client retention and referral strategies Participate in required training and operational updates Maintain professional standards throughout the filing season Recruit and support tax preparers if choosing to build a team Qualifications Active PTIN required before preparing federal tax returns for compensation Active EFIN preferred Applicants without an EFIN must be willing to apply and receive IRS approval Previous tax preparation experience preferred Strong communication and customer-service skills Strong attention to detail and accuracy Ability to work independently in a remote environment Comfortable using professional tax preparation software and online systems Reliable computer and secure internet connection Ability to maintain taxpayer confidentiality and follow IRS requirements Compensation This is a commission-based opportunity. Compensation is based on completed tax preparation services and production in accordance with the applicable agreement. There is no guaranteed hourly wage or salary. Actual earnings will vary based on individual production, client volume, completed returns, and other applicable factors. Client Development EROs are responsible for developing and maintaining their own client base. Clients are not guaranteed or automatically assigned. Training and general guidance may be provided to support client development, marketing, retention, and referral strategies. Training & Support Selected candidates will have access to resources designed to support tax-season operations, including: Tax software and system guidance Tax preparation training and updates ERO operational guidance Client-development resources Marketing guidance Recruitment guidance for EROs who choose to build a team Ongoing operational support throughout the tax season Work Environment Remote Flexible scheduling based on business and client needs. Applicants must have access to a reliable computer, secure internet connection, and an appropriate workspace for handling confidential taxpayer information. EFIN Requirement Candidates who already have an active EFIN are encouraged to apply. Candidates who do not currently have an EFIN may also be considered but must be willing to complete the IRS EFIN application process and receive approval before performing responsibilities that require an EFIN. Polished Talent Group does not guarantee EFIN approval. Ideal Candidate The ideal candidate is professional, dependable, self-motivated, comfortable developing client relationships, and committed to maintaining high standards for accuracy, confidentiality, and IRS compliance. Tax professionals interested in developing leadership experience and building a team of preparers are also encouraged to apply. 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