Experienced Mobile Tax Preparer

Job Description

Job Description

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

Both 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.

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

About the Opportunity

Mobile 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.

More 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.

Our mission is:

** From Confused to Empowered **

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

Responsibilities

As a Mobile Tax Wizard, you will:

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• Prepare federal and state individual income tax returns using Drake Tax Software
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• Prepare business returns if selected for the advanced business-tax role
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• Meet clients at convenient locations within an agreed-upon service area
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• Review tax documents and identify missing or inconsistent information
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• Explain tax results clearly and answer client questions
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• Help clients understand deductions, credits, balances due, and planning opportunities
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• Obtain required signatures and payments
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• Complete and back up each return for office processing
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• Submit completed returns to the Mobile Tax Wizards office team
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• Coordinate with office staff regarding missing documents, corrections, or rejected returns
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• Maintain accurate records and protect confidential taxpayer information
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• Provide reasonable follow-up support to assigned clients throughout the year
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• Maintain current knowledge of relevant federal and Michigan tax rules
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Mobile Tax Wizards' office staff will electronically file completed returns.

Experience Tracks

We expect to engage up to two tax professionals.

** Experienced Individual Tax Preparer **

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

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• W-2 and retirement income
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• Dependents and tax credits
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• Itemized deductions
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• Education-related tax benefits
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• Schedule C income
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• Rental properties
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• Depreciation
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• Estimated tax payments
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• Federal and Michigan income taxes
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** Advanced Individual and Business Tax Preparer **

At least one selected candidate should also have experience preparing:

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• Form 1065 partnership returns
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• Form 1120-S S corporation returns
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• Schedule K-1 reporting
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• Partner or shareholder basis
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• Business depreciation and fixed assets
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• Multi-member LLC returns
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• Reasonable compensation and shareholder matters
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Business-return experience is not required for both openings.

Compensation

This is a commission-based independent-contractor opportunity.

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

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

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

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

Annual Schedule

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

Limited off-season client support may include:

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• Answering occasional tax questions
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• Responding to tax notices
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• Preparing amendments
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• Assisting with extensions
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• Following up on missing documents
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• Helping clients prepare for the next filing season
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The off-season workload is generally light and flexible, but contractors are expected to continue providing reasonable support to their assigned clients.

Required Qualifications

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• Prior paid individual tax-preparation experience
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• Ability to independently prepare individual income tax returns
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• Active or obtainable IRS Preparer Tax Identification Number
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• Strong attention to detail
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• Clear verbal and written communication skills
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• Ability to explain tax information in understandable terms
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• Strong customer-service and relationship-building skills
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• Reliable transportation
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• Comfort meeting clients in their homes or public locations
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• Ability to work independently and manage a flexible schedule
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• Strong computer skills
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• Commitment to confidentiality and data security
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• Availability during the primary 10-week tax season
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• Reasonable availability to assist assigned clients throughout the year
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Experience with Drake Tax Software is strongly preferred.

Professional Education and Orientation

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

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

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

Screening Requirements

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

Screening may include:

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• Identity verification
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• Criminal-history screening
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• Reference checks
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• PTIN and professional-credential verification
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• A job-related consumer or credit report where appropriate and legally permitted
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Screening will be completed with the candidate's authorization and in accordance with applicable law.

Service Area

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

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• Hastings
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• Middleville
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• Wayland
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• Caledonia
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• Grand Rapids
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• Surrounding Southwest and West Michigan communities
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Applicants will be asked which communities they are willing to serve.

Learn more:

** DrakesAccounting.com **

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

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

** Work Location: ** Mobile and remote

nCompany Description

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

We 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.

Our mission is simple:

From Confused to Empowered.

Mobile 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.

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

Company Description

Mobile 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.