Experienced Mobile Tax Preparer

Job description

Job Description

nJob Description

nMobile Tax Wizards is seeking two experienced tax professionals for the upcoming tax season.

nBoth candidates must have prior experience independently preparing individual income tax returns. At least one selected candidate should also have experience preparing business returns, including partnerships and S corporations.

nThis is not an entry-level tax-preparation position.

nAbout the Opportunity

nMobile Tax Wizards brings professional tax preparation directly to clients throughout Southwest and West Michigan. Appointments may take place in clients' homes or at convenient public locations such as coffee shops.

nMore than 80% of the annual workload is generally completed during an approximately 10-week period between late January and mid-April. Outside tax season, Mobile Tax Wizards provide reasonable support to their assigned clients as needed.

nOur mission is:

n** From Confused to Empowered **

nWe want to leave every client feeling informed, respected, and more confident about their taxes.

nResponsibilities

nAs a Mobile Tax Wizard, you will:

nnPrepare federal and state individual income tax returns using Drake Tax Software

nPrepare business returns if selected for the advanced business-tax role

nMeet clients at convenient locations within an agreed-upon service area

nReview tax documents and identify missing or inconsistent information

nExplain tax results clearly and answer client questions

nHelp clients understand deductions, credits, balances due, and planning opportunities

nObtain required signatures and payments

nComplete and back up each return for office processing

nSubmit completed returns to the Mobile Tax Wizards office team

nCoordinate with office staff regarding missing documents, corrections, or rejected returns

nMaintain accurate records and protect confidential taxpayer information

nProvide reasonable follow-up support to assigned clients throughout the year

nMaintain current knowledge of relevant federal and Michigan tax rules

n nMobile Tax Wizards' office staff will electronically file completed returns.

nExperience Tracks

nWe expect to engage up to two tax professionals.

n** Experienced Individual Tax Preparer **

nCandidates should be comfortable independently preparing individual returns involving areas such as:

nnW-2 and retirement income

nDependents and tax credits

nItemized deductions

nEducation-related tax benefits

nSchedule C income

nRental properties

nDepreciation

nEstimated tax payments

nFederal and Michigan income taxes

n n** Advanced Individual and Business Tax Preparer **

nAt least one selected candidate should also have experience preparing:

nnForm 1065 partnership returns

nForm 1120-S S corporation returns

nSchedule K-1 reporting

nPartner or shareholder basis

nBusiness depreciation and fixed assets

nMulti-member LLC returns

nReasonable compensation and shareholder matters

n nBusiness-return experience is not required for both openings.

nCompensation

nThis is a commission-based independent-contractor opportunity.

nA typical new-client individual return currently generates around $70 in contractor compensation and is typically completed in 60 to 90 minutes .

nActual earnings vary based on return complexity, travel, preparation time, follow-up work, client volume, experience, and availability.

nBusiness-return compensation is higher and varies based on the type and complexity of the return.

nContractors can build recurring seasonal income through long-term relationships with returning clients.

nAnnual Schedule

nMore than 80% of the annual workload is concentrated into approximately 10 weeks between late January and mid-April.

nLimited off-season client support may include:

nnAnswering occasional tax questions

nResponding to tax notices

nPreparing amendments

nAssisting with extensions

nFollowing up on missing documents

nHelping clients prepare for the next filing season

n nThe off-season workload is generally light and flexible, but contractors are expected to continue providing reasonable support to their assigned clients.

nRequired Qualifications

nnPrior paid individual tax-preparation experience

nAbility to independently prepare individual income tax returns

nActive or obtainable IRS Preparer Tax Identification Number

nStrong attention to detail

nClear verbal and written communication skills

nAbility to explain tax information in understandable terms

nStrong customer-service and relationship-building skills

nReliable transportation

nComfort meeting clients in their homes or public locations

nAbility to work independently and manage a flexible schedule

nStrong computer skills

nCommitment to confidentiality and data security

nAvailability during the primary 10-week tax season

nReasonable availability to assist assigned clients throughout the year

n nExperience with Drake Tax Software is strongly preferred.

nProfessional Education and Orientation

nContractors are responsible for maintaining their own PTIN, general tax knowledge, professional qualifications, required continuing education, transportation, ordinary business expenses, and tax obligations.

nMobile Tax Wizards provides the required orientation on MTW systems, workflows, security requirements, document procedures, scheduling, and client service expectations.

nWe will discuss details regarding professional development expenses and any available first-season bonus during the interview and include them in the independent contractor agreement.

nScreening Requirements

nBecause this position involves access to confidential taxpayer, identity, banking, and financial information, final candidates must complete a job-related background-screening process.

nScreening may include:

nnIdentity verification

nCriminal-history screening

nReference checks

nPTIN and professional-credential verification

nA job-related consumer or credit report where appropriate and legally permitted

n nScreening will be completed with the candidate's authorization and in accordance with applicable law.

nService Area

nThis is a mobile position without one fixed daily worksite. Client appointments may be located throughout:

nnHastings

nMiddleville

nWayland

nCaledonia

nGrand Rapids

nSurrounding Southwest and West Michigan communities

n nApplicants will be asked which communities they are willing to serve.

nLearn more:

n** DrakesAccounting.com **

nPlease include the approximate number and types of individual and business returns you have prepared.

n** Engagement Type: ** Seasonal Independent Contractor with Limited Year-Round Client Support

n** Work Location: ** Mobile and remote

nnCompany Description

nMobile Tax Wizards is a people-first tax preparation company serving individuals and small businesses throughout Southwest and West Michigan.

nWe provide personal, convenient tax preparation by meeting clients where they are most comfortable, including their homes and other local meeting locations. Our experienced tax professionals help clients understand their returns, reduce stress, and feel more confident about their taxes.

nOur mission is simple:

nFrom Confused to Empowered.

nMobile Tax Wizards is supported by Drake’s Accounting & Taxes and combines professional tax expertise with flexible service, clear communication, strong client relationships, and a commitment to privacy and data security.

nWe value accuracy, integrity, education, continual learning, and treating every client with respect. Our team works independently while receiving scheduling, administrative, technology, and office support.

nCompany Description

nMobile Tax Wizards is a people-first tax preparation company serving individuals and small businesses throughout Southwest and West Michigan.rnrnWe provide personal, convenient tax preparation by meeting clients where they are most comfortable, including their homes and other local meeting locations. Our experienced tax professionals help clients understand their returns, reduce stress, and feel more confident about their taxes.rnrnOur mission is simple:rnrnFrom Confused to Empowered. rnrnMobile Tax Wizards is supported by Drake’s Accounting & Taxes and combines professional tax expertise with flexible service, clear communication, strong client relationships, and a commitment to privacy and data security.rnrnWe value accuracy, integrity, education, continual learning, and treating every client with respect. Our team works independently while receiving scheduling, administrative, technology, and office support.

Worksite address

hastings, MI, 49058, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.