Tax Preparer Trainee

Job Summary

Midwest Financial, LLC is seeking motivated, dependable, and coachable individuals to join our team as Tax Professionals.

No previous tax preparation experience is required. We provide structured training, guidance, and support. The ideal candidate is willing to learn, follows instructions, communicates professionally, and is committed to completing the required training.

Responsibilities

• Prepare federal and state individual tax returns
• Collect and review client documents
• Communicate professionally with clients
• Follow company procedures and IRS requirements
• Complete required training, assessments, and practice returns
• Maintain accurate and confidential client records
• Meet expectations for professionalism, accuracy, and customer service

Qualifications

• No tax preparation experience required
• Must be at least 18 years old
• Must have or be able to obtain an active PTIN
• Must be coachable and willing to learn
• Able to follow instructions and established systems
• Strong communication and customer-service skills
• Organized, dependable, and detail-oriented
• Comfortable using computers and online systems
• Must have reliable internet and computer access
• Evening and weekend availability may be required during tax season

Compensation

This is a commission-based position paid through a preparation fee split:

• 70/30 split for Tax Professionals ( 70% paid to tax preparer/ 30% to company)

Estimated annual earnings are $20,000–$60,000. Earnings are not guaranteed and depend on completed returns, preparation fees collected, client volume, and performance.

Training and Onboarding

Selected candidates must complete:

• Company orientation
• PTIN verification
• Tax preparation training
• Software training
• Compliance training
• Practice returns and assessments
• Required agreements and company policies

Candidates must meet company readiness standards before receiving clients.

What We Offer

• No prior experience required
• Step-by-step training
• Ongoing coaching and support
• Tax software instruction
• Flexible scheduling
• Remote work opportunity
• Professional growth opportunities
• Supportive team environment

Application Process

Applicants may be invited to complete a screening interview, onboarding requirements, PTIN verification, training, and a readiness assessment.

Pay: $20,000.00 - $60,000.00 per year

Application Question(s):

• Are you willing to complete all required training and onboarding?
• Are you willing and able to obtain active PTIN by the required deadline 11/14/2026?
• Are you comfortable with commission-based compensation?
• Do you have reliable access to a computer and internet?
• Are you available during tax season, including some evenings and weekends?

Work Location: Remote