TRI-STATE TRAINING & FINANCE
Join Our Team For the 2027 Tax Season! at TRI-STATE… · Remote
Job Description
Job Summary
Join Our Team for the 2027 Tax Season!
Tri-State Training & Finance is seeking motivated, dependable tax preparation agents to work remotely. If you enjoy helping people, building client relationships, and growing your skills, we want to hear from you!
We welcome experienced tax professionals and applicants interested in becoming tax preparers.
Responsibilities
- Prepare tax returns accurately using company software and procedures.
- Collect and review client documents through approved secure systems.
- Communicate with clients about missing information and next steps.
- Follow required due diligence and confidentiality procedures.
- Build your client base through networking, referrals, and marketing.
- Work with your team lead to meet deadlines and complete returns.
Qualifications
- Strong communication, organization, and customer service skills.
- Reliable computer, internet access, and a private workspace.
- Ability to work independently and follow instructions.
- Willingness to complete required training.
- A valid PTIN before preparing federal tax returns for compensation.
- Previous tax preparation experience is a plus.
What We Offer
- Remote work with flexible scheduling around client needs and filing deadlines.
- Tax preparation training and team support.
- Commission-based earning opportunities.
- Opportunities to grow into a team leadership role.
Ready to Apply?
Apply through Indeed with your résumé and a brief introduction describing your tax experience or interest in becoming a tax professional.
Learn more about us at tri-stf.com.
Tri-State Training & Finance — Accurate returns, maximum refunds, and peace of mind.
Pay: From $240.00 per day
Benefits:
- Work from home
Work Location: Remote