Remote Seasonal Tax Preparer | Beginner Friendly | Training & Software Provided
Timely Tax Solutions is expanding for the upcoming tax season and is looking for motivated individuals who want to learn the tax preparation industry, earn seasonal income, and build their own client base.
NO PRIOR TAX PREPARATION EXPERIENCE IS REQUIRED.
We provide the tax training, professional tax software, ongoing support, and marketing resources you need to learn how to confidently prepare tax returns.
This is a remote, seasonal opportunity, making it ideal for motivated individuals looking for flexible work, additional income, or an opportunity to develop a valuable skill that can grow year after year.
What You'll Learn
Our training is designed to teach you more than simply entering numbers into tax software.
You'll learn how to:
- Prepare and electronically file individual income tax returns
- Understand common tax forms and filing statuses
- Identify deductions and tax credits clients may legally qualify for
- Help clients maximize their tax refund
- Review client documentation for accuracy and completeness
- Navigate professional tax preparation software
- Communicate confidently with clients about the tax filing process
- Follow tax preparation procedures and compliance requirements
- Build and maintain your own book of tax clients
- Market yourself effectively during tax season
- Create repeat clients and referrals year after year
We Provide
✅ Beginner-friendly tax preparation training
✅ Professional tax preparation software
✅ Continued support throughout tax season
✅ Marketing materials you can use online and in person
✅ Social media content and promotional resources
✅ Guidance on finding and converting tax clients
✅ A remote work environment
✅ Flexible seasonal schedule
✅ Opportunity to return for future tax seasons
✅ Potential opportunities for growth and leadership as you gain experience
IMPORTANT — Client Marketing Is Part of This Opportunity
This is not a traditional hourly remote position where clients are automatically assigned to you all day.
Successful tax preparers are expected to actively market themselves and build their own client base.
Timely Tax Solutions will provide marketing materials, promotional content, resources, training, and support to help you attract clients, but your willingness to promote your services, network, ask for referrals, post on social media, and bring in clients is essential to your success.
You do not need to already have a large following or hundreds of clients. But having a following does help.
You DO need to be willing to learn how to market yourself.
If you're coachable, consistent, comfortable communicating with people, and willing to put yourself out there, we'll help teach you the rest.
What We're Looking For
You may be a great fit if you are:
- 18 years of age or older
- Reliable and professional
- Comfortable working remotely
- Comfortable using a computer and learning new software
- Willing to complete tax preparation training
- Detail-oriented
- Good at communicating with people
- Willing to market yourself and find clients
- Active or willing to become active on social media
- Able to protect sensitive client information
- Motivated by performance and growth
- Coachable and willing to learn
- Available during the upcoming tax season
Sales, customer service, finance, bookkeeping, banking, insurance, real estate, or social media experience can be helpful but is NOT required.
PTIN Requirement
Paid federal tax return preparers are required to obtain their own valid IRS Preparer Tax Identification Number (PTIN) before preparing federal tax returns for compensation.
If you're new to the industry, guidance regarding this process will be provided during onboarding.
Who This Opportunity Is Great For
This may be a strong fit for:
- Beginners wanting to enter the tax industry
- College students
- Parents looking for flexible seasonal work
- People with full-time jobs looking for additional seasonal income
- Entrepreneurs
- Sales and customer-service professionals
- Social media creators
- People who already have a strong personal network
- Anyone interested in developing a skill they can continue using every tax season
This May NOT Be For You If...
You are looking for a position where you can log in, wait for work to be assigned to you, and collect a guaranteed paycheck without actively building clientele.
We're looking for POTENTIAL FUTURE BUSINESS OWNERS
We'll provide the tools, training, software, marketing resources, team support, and system.
You bring the work ethic, consistency, professionalism, and willingness to build.
Why Timely Tax Solutions?
Our goal isn't simply to recruit seasonal preparers.
We want to develop knowledgeable tax professionals who can build strong client relationships, grow their clientele each year, and potentially take on greater opportunities within Timely Tax Solutions as they gain experience. The Eventually get help opening and running your own firm.
For the right person, tax preparation can become much more than a seasonal side hustle. It can become a valuable skill, an additional income stream, and the beginning of a long-term business opportunity.
Ready to learn a new skill and build your own tax client base?
Apply today.
Please submit your application and briefly tell us:
- Why you're interested in becoming a tax preparer.
- Whether you have any previous tax, sales, customer-service, or marketing experience. (Experience is not required.)
- How comfortable you are promoting your services on social media and within your personal network.
- Approximately how many hours per week you can commit during tax season.
Timely Tax Solutions
Pay: $15,000.00 - $50,000.00 per year
Benefits:
- Flexible schedule
- Professional development assistance
Work Location: Remote