Tax Preparer

About LegacyBridge Financial Group:

LegacyBridge Financial Group is a trusted, client-focused financial services company specializing in tax preparation, business loans, and estate planning. We are dedicated to protecting what matters most in our clients' lives and delivering personalized, ethical financial solutions.

Position Overview:

Join LegacyBridge Financial Group as a Virtual Tax Preparer and enjoy the flexibility of working from home with high earning potential through commissions. This role is ideal for motivated individuals seeking flexible hours and the ability to serve a diverse client base remotely during tax season.

Responsibilities:

• Prepare and file accurate individual and business tax returns using industry-leading software.

• Communicate clearly with clients to gather needed information and answer tax-related questions.

• Deliver exceptional virtual customer service and support.

• Stay current on tax laws, policies, and software updates.

• Achieve productivity and accuracy goals to maximize commission earnings.

Qualifications:

• Previous experience with tax preparation preferred but training available.

• Proficiency in tax preparation software a strong plus.

• Detail-oriented with excellent organizational skills.

• Strong communication skills and ability to work independently.

• Bilingual candidates highly encouraged to apply.

• PTIN certification preferred but not required.

Training and Tools Provided:

• Comprehensive on-the-job training with live and online learning opportunities.

• Access to advanced tax preparation software and resources.

• Ongoing technical and professional support to ensure success.

• Learn new skills and stay updated with tax law changes throughout the season.

Inclusive Workplace & Values:

At LegacyBridge, we proudly welcome applicants from all walks of life, including students beginning their financial careers, seniors planning for a secure future, retirees looking for flexible work, and bilingual professionals eager to serve a diverse community. We believe in creating a supportive, inclusive environment where everyone can succeed.

What We Offer:

• Work from home flexibility with options for part-time or full-time hours.

• Competitive commission structure with the potential for high earnings based on performance.

• Comprehensive training and ongoing support.

• Opportunities for professional growth and advancement.

• Collaborative, inclusive team culture.

How to Apply:

Ready to join a company that values your skills and offers rewarding commissions? Visit legacybridgefg.com/careers or email your resume and cover letter to4u@legacybridgefg.comwith the subject line "Virtual Tax Preparer Application."

Requirements

✅ Job Requirements (Both Roles)

• Must be 18 years or older and legally authorized to work in the U.S.

• Ability to pass a background check (required for e-filing).

• Must have or be willing to obtain a valid PTIN (Preparer Tax Identification Number) before filing returns (we will guide you through this process).

• Completion of LegacyBridge Training Program (training begins October 11, 2025).

• Comfortable using computers, email, and tax preparation software.

• Strong attention to detail and accuracy.

• Ability to work flexible hours, especially during peak tax season (January–April).

• Excellent communication skills — able to explain tax matters in simple terms.