Job Description

Job Description

Job Description

Job Title: Tax Preparer

Company: LegacyBridge Financial Group
Location: Phoenix, Arizona (In-Office) or Texas (In-Office) or Remote (Work from Home)
Employment Type: Contract | Flexible Hours
Compensation: Commission-based pay with performance bonuses

About LegacyBridge Financial Group

LegacyBridge Financial Group is a growing, client-focused financial services company specializing in tax preparation, business loans, insurance, and estate planning. Our mission is to protect what matters today while building a stronger financial future for tomorrow. We are expanding our offices in Phoenix, AZ, and Texas while also offering virtual opportunities nationwide.

Position Overview

We are seeking motivated and detail-oriented individuals to join our team as Tax Preparers. This role offers the flexibility to work in-office or virtually from home, serving a diverse range of clients. Whether you’re an experienced preparer or brand new to the industry, LegacyBridge provides live and online training, mentorship, and state-of-the-art tax software to help you succeed.

Training begins October 11, 2025 , so now is the perfect time to start your journey with us.

Key Responsibilities

• Prepare and file accurate individual and small business tax returns .

• Review clients’ financial records, income statements, and other documents.

• Ensure compliance with federal, state, and local tax regulations.

• Maintain confidentiality and security of sensitive client information.

• Provide excellent customer service by answering tax-related questions and guiding clients through the process.

• Offer additional financial solutions such as business loans, insurance, and estate planning where appropriate.

• Utilize company-provided software and secure online portals for virtual client interactions.

• Meet productivity and accuracy standards to maximize commission earnings.

Qualifications

• Prior tax preparation experience preferred, but not required – training provided.

• Strong attention to detail and organizational skills.

• Ability to communicate clearly and professionally with clients.

• Comfort working independently in a virtual or office setting.

• Proficiency with computers; experience with tax preparation software a plus.

• High school diploma or equivalent required; advanced education or tax certification a plus.

What We Offer

• Training & Mentorship: Live virtual and in-person sessions starting October 11, 2025.

• Software & Tools: Industry-leading tax preparation software and secure portals provided.

• Flexible Scheduling: Work part-time or full-time, in-office or remote.

• High Earnings Potential: Competitive commission-based compensation with bonuses.

• Career Growth: Opportunities to advance into leadership roles or become a Legacy & Wealth Synergist for year-round income.

• Supportive Environment: Guidance from experienced mentors and access to marketing and client resources.

✅ This job is ideal for:

• Individuals seeking flexible work hours.

• People interested in building a career in tax preparation and financial services.

• Self-motivated individuals who are comfortable working independently or in a team setting.

• Seniors, Retirees, Students

• Bilingual are encouraged to apply

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