[Hiring] Tax Preparer @BOLD ROYALTY LLC

Role Description

Monarch Tax & Financial Group is seeking motivated, detail-oriented, and customer-focused Tax Preparers to join our growing tax preparation team for the upcoming filing season. The Tax Preparer will be responsible for:

• Preparing accurate federal and applicable state income tax returns.
• Maintaining client relationships.
• Ensuring compliance with IRS regulations.
• Delivering professional tax preparation services.

This opportunity is ideal for individuals who are self-motivated, possess strong communication skills, and are interested in building and maintaining their own client portfolio while operating under an established tax preparation brand.

Qualifications

• Must be at least 18 years of age.
• Must possess or obtain a valid IRS Preparer Tax Identification Number (PTIN) before preparing returns for compensation.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• Basic computer proficiency.
• Ability to work independently and meet filing deadlines.
• Willingness to complete company-required training and compliance programs.
• Ability to maintain strict client confidentiality.

Preferred Qualifications:

• Previous individual income tax preparation experience.
• Familiarity with IRS Form 1040 and related schedules.
• Experience using professional tax preparation software.
• Existing tax preparation clientele.
• Customer service, sales, or financial services experience.

Requirements

• Prepare accurate individual federal and applicable state income tax returns.
• Conduct client consultations to collect and verify tax information.
• Review tax documentation for accuracy, completeness, and compliance.
• Identify applicable tax deductions, credits, and filing requirements.
• Maintain professional relationships with new and returning clients.
• Develop and manage an independent client portfolio.
• Utilize company-approved tax preparation software and systems.
• Follow IRS regulations, confidentiality standards, and company security procedures.
• Complete required tax preparation training and compliance assessments.
• Communicate filing statuses, refunds, balances due, and outstanding documentation to clients.
• Maintain accurate client records and securely handle sensitive financial information.

Benefits

• Employee discounts
• Training & development