Remote Tax Preparer — PTIN Holder (Independent Contractor)
About the Opportunity
Royalty Accounting Firm is seeking motivated PTIN holders to join our growing virtual tax team as Independent Contractors.
This opportunity is ideal for tax professionals who want to earn income preparing tax returns while gaining hands-on experience with the systems, processes, technology, client service standards, and business practices involved in operating a professional virtual tax office.
We are looking for individuals who are serious about the tax industry and understand that success requires professionalism, accountability, consistency, continued education, and initiative.
This is not a traditional hourly or salaried employee position.
Compensation
Independent Contractors are compensated through a 70/30 revenue split on eligible tax preparation revenue in accordance with the Independent Contractor Agreement.
Contractor: 70%
Royalty Accounting Firm: 30%
Compensation is production-based and may vary depending on the number and type of tax returns completed and accepted.
No specific income level, number of clients, or earnings are guaranteed.
What Royalty Accounting Firm Provides
Selected contractors will receive access to resources designed to support professional tax preparation and virtual office operations, including:
- Professional tax preparation software
- Tax preparation training and continuing development
- Virtual tax office systems and processes
- Client-management resources
- Tax preparation procedures
- Tax research resources
- Administrative and operational guidance
- Business-development education
- Professional support during tax season
- Opportunities to strengthen tax-industry knowledge and experience
Our goal is not simply to teach contractors how to enter information into tax software. We want our contractors to understand the professionalism, systems, compliance, client service, and business operations behind a successful tax practice.
Responsibilities
Independent Contractors will be responsible for:
- Preparing accurate federal and state individual income tax returns
- Conducting professional client tax interviews
- Reviewing client documents for completeness and accuracy
- Identifying missing information and following up with clients when necessary
- Maintaining proper documentation and tax-preparation records
- Performing appropriate tax due diligence
- Protecting confidential taxpayer information
- Using company-approved tax software and systems
- Completing required training and professional-development activities
- Maintaining communication regarding assigned clients and returns
- Meeting established filing and client-service deadlines
- Remaining knowledgeable regarding applicable tax-law changes
- Following IRS requirements and Royalty Accounting Firm's professional standards
- Providing professional and respectful customer service
Minimum Qualifications
Applicants must:
- Have an active IRS Preparer Tax Identification Number (PTIN)
- Be legally eligible to prepare federal tax returns for compensation
- Have reliable access to a computer and high-speed internet
- Be comfortable working in a virtual environment
- Possess strong written and verbal communication skills
- Demonstrate professionalism and confidentiality
- Be able to work independently and manage deadlines
- Be willing to complete required training
- Be coachable and willing to follow established procedures
- Have strong attention to detail
- Demonstrate personal accountability and initiative
Preferred Qualifications
Preference may be given to candidates who have:
- Previous individual income tax preparation experience
- Experience working remotely
- Customer-service or financial-services experience
- Familiarity with professional tax software
- Knowledge of Schedule C/self-employment returns
- Experience working with refundable credits and tax due-diligence requirements
- An interest in eventually developing or expanding their own professional tax practice
Who We Are Looking For
Having a PTIN is only the beginning.
We are looking for individuals with the drive and commitment to develop professionally.
The ideal contractor understands that building a successful career in the tax industry takes more than completing tax returns. It requires continuing education, strong client relationships, ethical tax preparation, consistent systems, compliance, marketing, organization, and business development.
You should be willing to learn, receive feedback, follow procedures, and take responsibility for your own professional growth.
Independent Contractor Relationship
This opportunity is offered on an independent-contractor basis and is not a W-2 employment position.
Independent Contractors are responsible for their own applicable federal, state, and local taxes and will operate according to the terms of the written Independent Contractor Agreement.
Application Requirements
Applicants should submit an updated resume and answer the screening questions included with this application.
Candidates selected for the next stage will be invited to an interview to discuss:
- Tax preparation experience
- PTIN status
- Professional goals
- Availability
- Remote-work readiness
- Training expectations
- Compensation structure
- Independent-contractor expectations
- Opportunities for professional growth
We are looking for individuals who are ready to work, learn, grow, and take their tax career seriously.
Pay: $4,000.00 - $5,000.00 per month
Benefits:
- Flexible schedule
- Referral program
Application Question(s):
- Do you have an active IRS PTIN?
- How many tax seasons of professional tax preparation experience do you have?
- Have you previously prepared individual federal income tax returns for compensation?
- Are you comfortable working as an independent contractor in a production-based compensation environment?
- Do you have access to a reliable computer, high-speed internet and a private workspace suitable for handling confidential taxpayer information?
- Are you willing to complete required tax preparation and company-process training before handling client returns?
- Please briefly describe why you are interested in growing within the tax industry.
- Are you interested in learning the systems and business practices involved in operating a virtual tax office?
Work Location: Remote