Job Description
TAX Tuesday is seeking motivated new and experienced PTIN holders who are ready to establish, grow and elevate themselves in the tax industry.
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This opportunity is ideal for someone who doesn't simply want to prepare tax returns for another season, you want to develop your skills, build your clientele, increase your earning potential and create something of your own in the tax industry.
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Whether you are a new PTIN holder who needs training and direction or an experienced preparer who is ready to grow beyond your current client base, TAX Tuesday provides a partnership pathway designed to meet you where you are.
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PLEASE READ BEFORE APPLYING
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This is not a traditional W-2 employee position.
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This is a self-employed independent contractor partnership opportunity. Selected TAX PROS operate as independent contractors and are responsible for their own applicable taxes and business obligations.
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This is NOT a commission-based position.
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Our partnership provides access to professional tax software, training, systems, support and business-development resources based on your experience and assigned partner level.
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There is an upfront partner investment associated with this opportunity.
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Specific investment and compensation information will be discussed during your interview and provided in the applicable written agreement before onboarding.
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Please apply only if you are interested in a self-employed TAX PRO partnership and are open to investing in the resources needed to establish or grow your tax business.
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Who We're Looking For
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We're interested in both new and experienced tax professionals who are serious about the upcoming tax season.
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Ideal candidates should:
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- Have an active PTIN or be prepared to obtain/renew one
- Have 1–3+ years of tax-preparation experience
- Be professional, dependable and coachable
- Be comfortable communicating with taxpayers
- Be willing to complete required training
- Be committed to accurate and compliant tax preparation
- Have an entrepreneurial mindset
- Be interested in developing their own clientele
- Be willing to learn marketing and business-development strategies
- Be comfortable using professional tax software and technology
- Want to grow within the tax industry
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No EFIN is required for this particular opportunity.
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What TAX Tuesday Provides
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Depending on your experience and assigned partnership level, resources may include:
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- Professional tax preparation software
- Software onboarding and training
- Tax-preparation training
- Tax-season support
- Client intake and workflow systems
- Due-diligence and compliance guidance
- Business-development education
- Marketing and client-growth strategies
- Professional development
- Additional eligible add-on fees and incentives
- Advancement opportunities within the TAX Tuesday TAX PRO Partner Program
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Your TAX PRO Growth Path
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At TAX Tuesday, we don't believe every tax professional is at the same stage.
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Our partnership pathway is:
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START → GROW → BUILD → OWN → PRO
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Newer preparers may enter at START, while experienced PTIN holders with an established client base may qualify for GROW.
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As your experience, credentials and business develop, there are opportunities to advance into ERO/business ownership and other areas of the tax industry.
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Responsibilities
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As a TAX PRO Partner, responsibilities may include:
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- Interviewing clients and reviewing tax information
- Preparing accurate federal and state income tax returns
- Reviewing taxpayer documents for completeness
- Performing required tax-preparer due diligence
- Maintaining accurate client and return documentation
- Protecting confidential taxpayer information
- Following TAX Tuesday's approved preparation and quality-control procedures
- Completing required training
- Communicating professionally with clients
- Following applicable IRS, state, software and company requirements
- Building and maintaining your own professional client relationships
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Compensation
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Compensation will be discussed during the interview.
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Compensation structure is based on factors including the individual's experience, credentials, responsibilities and assigned TAX Tuesday partnership level.
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This is not commission-based employment.
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Complete compensation, payment procedures, partner responsibilities, eligible incentives and other financial terms will be provided in the applicable written agreement before onboarding.
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Required / Preferred Qualifications
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Required:
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- Active PTIN or ability to obtain/renew PTIN before preparing returns
- Reliable internet and ability to work with tax software
- Strong communication skills
- Professionalism and confidentiality
- Willingness to complete required training
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Preferred but not required:
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- Previous professional tax-preparation experience
- Existing tax clientele
- Prior experience with professional tax software
- Customer-service or financial-services experience
- Interest in entrepreneurship/business ownership
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Serious Inquiries ONLY, send your resume to ms.taxtuesday@gmail.com