NextStep Financial Services Location:

Virtual Training |

Flexible Work Opportunities Job Type:

Independent Contractor | Commission-Based | Seasonal with Year-Round Growth Opportunities About the Opportunity NextStep Financial Services is expanding, and we're looking for motivated individuals to join our team as Tax Preparer Trainees . Our 8-Week Virtual Tax Preparation Training Program begins in September 2026 and is designed to prepare you with the knowledge and confidence to become a successful tax preparer. No experience is required. We are looking for individuals with strong communication skills, professionalism, and a willingness to learn. Important Compensation Information This is a commission-based position. Training is provided but is unpaid. Earn commissions on every completed tax return you prepare. Receive a $100 referral bonus for each qualified Tax Preparer you refer who successfully joins our team and completes onboarding. What You'll Learn Individual Tax Return Preparation Business Tax Return Basics Tax Laws & IRS Regulations Filing Requirements & Compliance Tax Credits & Deductions Ethics & Client Confidentiality Tax Software Navigation Client Interview Techniques Hands-on Practice with Real-World Scenarios Responsibilities Prepare accurate federal and state tax returns. Interview clients to gather tax information. Maintain strict confidentiality of client information. Educate clients on tax credits and deductions. Provide professional customer service. Stay current with IRS tax law updates. Build and maintain your client base. Qualifications No experience necessary—we will train you. Must be at least 18 years old. High school diploma or GED preferred. Strong attention to detail. Excellent communication and customer service skills. Basic computer and internet skills. Reliable internet connection and computer for virtual training. Ability to complete required training before preparing returns. Professional, dependable, and willing to learn. Ideal Candidate We're looking for individuals who are: Self-motivated Professional Reliable Coachable Goal-oriented Interested in building a long-term income opportunity Why Join NextStep Financial Services? 8-Week Virtual Training Program Comprehensive tax preparation training Flexible schedule Unlimited commission earning potential Mentorship and ongoing support Career advancement opportunities Build your own returning client base year after year $100 Referral Bonus Program How to Apply If you're ready to learn a valuable skill and build a rewarding career in tax preparation, we'd love to hear from you.

Call or Text:

469-371-9123

Pay:

$20,000.00 - $100,000.00 per year

Benefits:

Flexible schedule Referral program Application Question(s): Are you at least 18 years old?

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