Remote Tax Preparer

United Wealth Education; Fort Myers (FL); Remote; USD 28,000 - 69,000; Part time

Benefits offered by this job

Cloud-based software

Training resources

Operational support

Remote work environment

Access to tools and resources

Client base growth opportunities

Job summary

TaxTrac, operated by UWE, is seeking motivated tax professionals to prepare individual tax returns remotely while building their own client base. This seasonal role requires self-motivation and the ability to work independently in a remote setting.

The position emphasizes production-based compensation with no guaranteed salary or hourly wage, and requires active PTIN prior to compensation. You will have access to cloud-based software and training resources to support growth.

Qualifications

• Active PTIN or ability to obtain one before preparing tax returns.
• Previous tax preparation experience preferred, but not required.
• Strong attention to detail.
• Professional communication skills.
• Ability to work independently in a remote environment.
• Comfortable using web-based software and technology.
• Ability to follow tax preparation procedures and compliance requirements.
• Self-motivated and comfortable developing a client base.

Responsibilities

• Prepare accurate federal and state individual income tax returns.
• Collect and review required taxpayer documentation.
• Communicate professionally with tax preparation clients.
• Maintain taxpayer confidentiality and data security.
• Follow IRS due diligence and tax preparation requirements.
• Complete required training.
• Maintain an active PTIN before preparing federal tax returns for compensation.
• Develop and manage your own tax preparation clients.

Skills

PTIN required

Tax prep experience

Attention to detail

Professional communication

Remote work ability

Web-based software

Follow tax procedures

Client base development

Tools

Tax preparation software

Job description

TaxTrac | Remote | Seasonal Independent Contractor

TaxTrac, operated by UWE, is expanding our tax preparation team for the upcoming tax season.

We are looking for motivated tax professionals who are interested in preparing individual tax returns remotely while building and managing their own client base. This opportunity is designed for individuals who are self-motivated, comfortable working independently, and interested in growing their tax preparation experience and production.

What We Provide

• Professional cloud-based tax preparation software
• Tax preparation training and educational resources
• Ongoing operational and technical support
• Remote working environment
• Access to professional tax preparation tools and resources
• Opportunity to grow your tax knowledge and client base

Responsibilities

• Prepare accurate federal and state individual income tax returns
• Collect and review required taxpayer documentation
• Communicate professionally with tax preparation clients
• Maintain taxpayer confidentiality and data security
• Follow IRS due diligence and tax preparation requirements
• Complete required training
• Maintain an active PTIN before preparing federal tax returns for compensation
• Develop and manage your own tax preparation clients

Qualifications

• Active PTIN or ability to obtain one before preparing tax returns
• Previous tax preparation experience preferred, but not required
• Strong attention to detail
• Professional communication skills
• Ability to work independently in a remote environment
• Comfortable using web-based software and technology
• Ability to follow tax preparation procedures and compliance requirements
• Self-motivated and comfortable developing a client base

Compensation

This is an independent contractor opportunity with production-based compensation.

Earnings are based on completed tax return production and individual client volume. This position does not provide a guaranteed salary or hourly wage.

Work Arrangement

• Remote
• Seasonal
• Independent Contractor
• Flexible schedule
• Must be authorized to work in the United States
• Valid PTIN required before preparing federal tax returns for compensation

About TaxTrac

TaxTrac provides tax professionals with technology, training, and operational resources designed to support efficient and professional tax preparation.