MONARCH TAX & FINANCIAL GROUP

An operating brand of Bold Royalty LLC

Department: Tax Preparation & Financial Services
Position Title: Tax Preparer
Employment Classification: Independent Contractor (1099)
Position Type: Seasonal / Commission-Based
Work Location: Remote / Virtual 
Anticipated Start Date: To Be Determined
Tax Season: 2027 Filing Season

1. Position Summary

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, and 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.

2. Compensation Structure

Compensation Type: Commission Only

Commission Split:

Tax Preparer: 60%
Monarch Tax & Financial Group: 40%

Commission is calculated based on eligible tax preparation fees actually collected, subject to the independent contractor agreement.

There is no guaranteed salary, hourly wage, or minimum number of clients.

Tax Preparers are expected to develop, recruit, and maintain their own client base.

3. Essential Job Responsibilities

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.

4. Minimum 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.

5. Training and Compliance

Selected Tax Preparers will be required to complete the Monarch Tax & Financial Group Preparer Academy and applicable onboarding requirements before receiving authorization to prepare returns through company systems.

Training will include:

Federal tax preparation fundamentals
Tax law and IRS compliance
Tax preparation software procedures
Client intake and document verification
Data security and confidentiality
Professional conduct and client service
Tax return review and submission procedures

6. Performance Expectations

Tax Preparers will be expected to:

Maintain accurate and compliant tax returns.
Establish and maintain their own client portfolio.
Provide timely and professional client communication.
Meet applicable filing deadlines.
Follow all company policies and security requirements.
Maintain an active PTIN and any required professional credentials.
Correct errors and respond promptly to quality assurance requests.