Job Description
Job Description
Job Title: Tax Preparer
Company: LegacyBridge Financial Group
Location: Phoenix, Arizona (In-Office) or Texas (In-Office) or Remote (Work from Home)
Employment Type: Contract | Flexible Hours
Compensation: Commission-based pay with performance bonuses
About LegacyBridge Financial Group
LegacyBridge Financial Group is a growing, client-focused financial services company specializing in tax preparation, business loans, insurance, and estate planning. Our mission is to protect what matters today while building a stronger financial future for tomorrow. We are expanding our offices in Phoenix, AZ, and Texas while also offering virtual opportunities nationwide.
Position Overview
We are seeking motivated and detail-oriented individuals to join our team as Tax Preparers. This role offers the flexibility to work in-office or virtually from home, serving a diverse range of clients. Whether you’re an experienced preparer or brand new to the industry, LegacyBridge provides live and online training, mentorship, and state-of-the-art tax software to help you succeed.
Training begins October 11, 2025, so now is the perfect time to start your journey with us.
Key Responsibilities
-
Prepare and file accurate individual and small business tax returns.
-
Review clients’ financial records, income statements, and other documents.
-
Ensure compliance with federal, state, and local tax regulations.
-
Maintain confidentiality and security of sensitive client information.
-
Provide excellent customer service by answering tax-related questions and guiding clients through the process.
-
Offer additional financial solutions such as business loans, insurance, and estate planning where appropriate.
-
Utilize company-provided software and secure online portals for virtual client interactions.
-
Meet productivity and accuracy standards to maximize commission earnings.
Qualifications
-
Prior tax preparation experience preferred, but not required – training provided.
-
Strong attention to detail and organizational skills.
-
Ability to communicate clearly and professionally with clients.
-
Comfort working independently in a virtual or office setting.
-
Proficiency with computers; experience with tax preparation software a plus.
-
High school diploma or equivalent required; advanced education or tax certification a plus.
What We Offer
-
Training & Mentorship: Live virtual and in-person sessions starting October 11, 2025.
-
Software & Tools: Industry-leading tax preparation software and secure portals provided.
-
Flexible Scheduling: Work part-time or full-time, in-office or remote.
-
High Earnings Potential: Competitive commission-based compensation with bonuses.
-
Career Growth: Opportunities to advance into leadership roles or become a Legacy & Wealth Synergist for year-round income.
-
Supportive Environment: Guidance from experienced mentors and access to marketing and client resources.
✅ This job is ideal for:
-
Individuals seeking flexible work hours.
-
People interested in building a career in tax preparation and financial services.
-
Self-motivated individuals who are comfortable working independently or in a team setting.
-
Seniors, Retirees, Students
-
Bilingual are encouraged to apply