EZFILE NOW

• Prepare and file personal and business tax returns (training provided)
• Guide clients through the tax preparation process in a professional, friendly manner
• Maintain communication and follow-ups with clients
• Use provided systems to manage appointments, documents, and submissions
• Uphold compliance with IRS and company standards
• Promote services to friends, family, and leads (no cold calling required)

Tax Preparer

• Prepare and file individual tax returns
• Assist clients with basic tax questions
• Find and manage your own clients

Virtual Tax Preparer

• Build, lead, and mentor a team of remote tax professionals
• Oversee tax preparation and review for individual and small business clients
• Develop and implement scalable workflows and procedures
• Ensure compliance with federal and state tax laws and deadlines
• Serve as a senior advisor on complex tax matters and high-value clients
• Collaborate with other departments to align tax strategy with client wealth goals
• Provide training and support to ensure ongoing professional development of team members
• Help drive recruitment and onboarding of new tax team members

Tax Team Lead

Tax Team Lead – ERO

• Prepare and review individual, sole proprietor, and small business tax returns (1040, Schedule C, etc.)
• Assist with tax planning strategies for high-net-worth individuals and small business owners
• Support client communications via email, phone, and secure portal
• Keep up with the latest IRS regulations and tax code changes
• Collaborate with our team to improve processes and enhance the client experience
• Contribute to educational content or webinars if desired (we encourage thought leadership)

Tax Preparer

Virtual Tax Preparer

Tax Team Lead

Tax Team Lead – ERO

Tax Associate