Tax Preparer

Intuit, Inc.; Chapel Hill (NC); On-site; USD 60,000 - 120,000; Full time

Job summary

CM Tax & Insurance Solutions Group seeks a knowledgeable Tax Preparer to support clients with accurate, timely tax preparation services. This is a 1099 independent contractor opportunity designed for professionals who may already have clients or are building a book of business while leveraging our secure, modern platform.

Revenue-sharing terms vary by experience and client base; terms are outlined in the independent contractor agreement.

Qualifications

• Prior experience preparing tax returns or equivalent tax-related experience
• Current IRS PTIN or actively in the process of obtaining a PTIN
• Working knowledge of tax preparation concepts and filing requirements
• Strong attention to detail and accuracy
• Ability to handle confidential information professionally
• Strong organizational and communication skills
• Ability to work independently

Responsibilities

• Prepare individual and potentially business tax returns accurately and timely
• Review client documents and identify missing or inconsistent information
• Perform data validation and quality checks
• Maintain accurate and organized client files
• Communicate professionally with clients regarding tax preparation needs
• Identify appropriate opportunities for tax planning and advisory services
• Protect confidential client and financial information
• Follow applicable tax laws, compliance requirements, and company procedures
• Provide a professional and positive client experience

Skills

Tax preparation

Attention to detail

Client communication

Independent work

Tools

QuickBooks

Professional tax software

Job description

CM Tax & Insurance Solutions Group is seeking a knowledgeable and detail-oriented Tax Preparer to support clients with accurate, timely, and professional tax preparation services.

This is a 1099 independent contractor, revenue-sharing opportunity designed for tax professionals who may already have clients, have prospective clients, or are interested in building their own client base while leveraging the technology, systems, and resources available through CM Tax & Insurance Solutions Group.

Revenue-sharing opportunities may vary based on experience, qualifications, credentials, client source, services performed, and overall book of business. Specific terms will be outlined in the independent contractor agreement.

Why Build Your Tax Practice With Us?

CM Tax & Insurance Solutions Group provides access to a secure, modernized, encrypted technology platform designed to support today's tax professional and client experience.

Depending on eligibility and applicable services, the platform may allow Tax Preparers to provide clients with additional solutions and options, including:

• Tax Planning opportunities to help clients prepare for future tax years

• Tax Advisory Solutions to support clients with broader tax-related decisions

• Refund Advance options, when available and applicable

• Pay-over-time options through Affirm, subject to client eligibility and applicable terms

• Secure digital document and client communication capabilities

• Professional tax preparation technology and workflows

This gives Tax Preparers an opportunity to go beyond preparing a tax return and develop long-term, year-round client relationships.

Key Responsibilities

• Prepare individual and potentially business tax returns accurately and timely

• Review client documents and identify missing or inconsistent information

• Perform data validation and quality checks

• Maintain accurate and organized client files

• Communicate professionally with clients regarding tax preparation needs

• Identify appropriate opportunities for tax planning and advisory services

• Protect confidential client and financial information

• Follow applicable tax laws, compliance requirements, and company procedures

• Provide a professional and positive client experience

Required Qualifications

• Prior experience preparing tax returns or equivalent tax-related experience

• Current IRS PTIN or actively in the process of obtaining a PTIN

• Working knowledge of tax preparation concepts and filing requirements

• Strong attention to detail and accuracy

• Ability to handle confidential information professionally

• Strong organizational and communication skills

• Ability to work independently

Preferred Qualifications

• Experience preparing individual and/or business tax returns

• Experience working directly with tax clients

• Existing or prospective tax clients

• Familiarity with professional tax preparation software

• Experience working with small-business owners

• Interest in expanding into tax planning, tax advisory, or bookkeeping services

Professional Development Opportunities

Qualified Tax Preparers may have opportunities to expand their professional skills through professional development and applicable training resources.

Opportunities may include training in:

• Tax Planning

• Tax Advisory Services

• Bookkeeping

• QuickBooks

• Client Service

• Professional Development

• Technology and Administrative Tools

Qualified professionals may also have opportunities to pursue applicable bookkeeping or QuickBooks certifications as part of their professional development.

Build Protect Grow

You may bring your existing clients, prospective clients, professional relationships, or entrepreneurial skills—or take advantage of opportunities available through CM Tax & Insurance Solutions Group to help develop your client base.

Bring your expertise. Bring your relationships. Expand your capabilities. Grow your practice.

CM Tax & Insurance Solutions Group provides the platform.

Build Protect Grow

This is a 1099 independent contractor opportunity. It is not a salaried or hourly position, and compensation is based on the applicable revenue-sharing arrangement established in the independent contractor agreement.