Remote Tax Preparer – Entry-Level & Experienced | USA Residents Only

WE ARE RECRUITING FOR THE 2027 TAX SEASON!

Synergy Global Solutions LLC is expanding its remote tax preparation team, and we are looking for motivated individuals who are ready to learn, grow, and build their own tax preparation business.

NO PRIOR TAX PREPARATION EXPERIENCE? WE ARE WILLING TO TRAIN!

Whether you are an experienced tax preparer or just starting your journey in the tax industry, we welcome applicants who are serious about learning and developing their own client base.

What We Offer

• 70% preparer / 30% company compensation structure
• Remote work opportunity
• Training through Synergy Tax Academy
• Guidance and mentorship for new tax preparers
• Tax preparation software access under approved company arrangements
• IRS compliance and due diligence training
• Ongoing operational support and quality review
• Opportunity to build your own tax preparation business

Requirements

• MUST CURRENTLY RESIDE IN THE UNITED STATES, NO INTERNATIONAL APPLICANTS
• Must have an IRS PTIN or be willing and eligible to obtain one
• Must obtain a valid 2027 PTIN before preparing returns for compensation during the 2027 filing season
• No previous tax preparation experience required; training is available
• Must be willing to complete Synergy Tax Academy training and competency assessments
• Must be willing and able to bring and develop your own tax preparation clients
• Must have access to a reliable computer, secure internet, and a private workspace
• Must follow IRS requirements, confidentiality policies, and company security procedures
• Must demonstrate professionalism, integrity, and a willingness to learn

Compensation

This is a commission-based independent contractor opportunity.

Tax preparers receive 70% of eligible tax preparation fees collected, and Synergy Global Solutions LLC retains 30%.

For example, if the eligible tax preparation fee is $300, the preparer earns $210.

IMPORTANT:

• No guaranteed salary or hourly pay
• No guaranteed clients or income
• Preparers must bring and develop their own clients
• Earnings depend on completed, paid tax returns and the contractor agreement

Training and Onboarding

Selected applicants will complete onboarding through Synergy Tax Academy, where they will learn tax preparation fundamentals, client interviews, tax software procedures, IRS due diligence, and taxpayer information security.

New preparers must successfully complete required training and assessments before being authorized to prepare client returns.

Who Should Apply?

We encourage applications from:

• Experienced tax preparers
• Individuals beginning a tax preparation career
• Individuals with customer service, administrative, accounting, or financial services backgrounds
• Motivated individuals interested in developing their own tax preparation client base

THIS OPPORTUNITY IS AVAILABLE ONLY TO INDIVIDUALS CURRENTLY RESIDING IN THE UNITED STATES.

If you are dependable, motivated, willing to learn, and serious about building your client base, we encourage you to apply.

Synergy Global Solutions LLC
Professional Training. Business Growth. Tax Preparation Excellence.

Pay: $2,500.00 - $5,000.00 per month

Application Question(s):

• 1. This opportunity requires you to find and build your own tax-preparation client base. Synergy does not provide or guarantee clients. Are you willing to do this?
• 1. This is an independent-contractor opportunity with no guaranteed hourly pay or salary. You receive 70% of eligible tax-preparation fees, and Synergy retains 30%, subject to the written agreement. Are you comfortable with this arrangement?
• 1. Will you physically perform all work involving taxpayer information from within the United States?
• 1. Do you currently have an IRS PTIN?
• Yes, valid for 2027
• Yes, valid for 2026; I will renew before preparing paid returns in 2027
• No, but I am willing to obtain one before preparing paid federal returns

• No, and I am not willing to obtain one

• 1. How much experience do you have preparing tax returns for other people?
• None, I am new and willing to train
• Personal, family, or unpaid experience only
• Less than one year of professional experience
• 1–3 years of professional experience

• 4 or more years of professional experience

• 1. How would you find your first clients? Please briefly describe your plan and whether you already have a client base.
• 1. Do you have reliable access to a private computer, dependable…