Regional Tax Operations Partner
Experienced Tax Professionals Wanted – Build & Lead with EZ FILE NOW
EZ FILE NOW is seeking experienced Electronic Return Originators (EROs) and advanced tax professionals to join our expanding national network. This is a high-level, performance-based opportunity for individuals ready to grow within the financial industry while leveraging advanced cloud-based tax technology and remote operations systems.
This role is ideal for experienced preparers, tax office owners, and financial professionals looking to scale their income, manage teams, and expand operations with the support of an established organization.
Position Overview
As a Remote ERO, you will oversee tax preparation operations, maintain IRS compliance standards, manage client workflows, and support preparers within a cloud-based virtual tax office environment. You will work directly with advanced tax software, remote document management systems, and compliance procedures to ensure accurate and timely filing services.
This opportunity provides the ability to operate independently while benefiting from company infrastructure, software access, training resources, and operational support.
What We Offer
- Advanced cloud-based tax software platform provided
- Remote work flexibility with scalable income potential
- Leadership and office management opportunities
- Performance-based compensation structure
- Access to virtual office systems and remote processing tools
- Team-building and recruiting opportunities
- Company trips, leadership incentives, and networking events
- Professional development and continuing education support
- Opportunity to build and operate a full tax office
- Back-office support and compliance assistance
- Marketing and operational guidance available
Responsibilities
- Electronically file and manage tax returns as an authorized ERO
- Review returns for accuracy and IRS compliance
- Supervise and support remote tax preparers
- Maintain secure client document management practices
- Ensure all required documentation is collected before submission
- Monitor workflow stages and filing deadlines
- Utilize cloud-based tax software and remote office systems
- Assist with onboarding and training new preparers
- Maintain EFIN compliance and IRS standards
- Support business growth and client retention efforts
Requirements
Required
- Active EFIN (Electronic Filing Identification Number)
- Minimum 3+ years of tax preparation experience preferred
- Experience with professional tax software platforms
- Strong understanding of IRS compliance procedures
- Ability to manage remote workflows and deadlines
- Professional communication and leadership skills
- Secure home office setup with reliable internet access
Preferred
- Previous experience managing a tax office or team
- Book of business or existing client base
- Experience with virtual or cloud-based operations
- PTIN and continuing education certifications
- Sales, marketing, or business development experience
Technology & Software
EZ FILE NOW provides access to advanced cloud-based software systems designed for secure remote operations, including:
- Real-time tax calculations
- Electronic filing systems
- Secure document uploads
- Client portal access
- Workflow and status tracking
- Remote office collaboration tools
Training and operational procedures are supported through EZ FILE NOW onboarding and software education systems.
Compliance Standards
All EROs are expected to maintain strict IRS compliance standards, ensure complete documentation before filing, and uphold secure handling of client information at all times. Preparers and EROs must complete onboarding and compliance requirements including PTIN and IRS training protocols.
Growth Opportunity
This role is designed for experienced professionals ready to scale into executive-level leadership, office ownership, regional management, or multi-office operations within the EZ FILE NOW organization.
Apply Today
Join a growing remote financial services organization and take your tax business to the next level with advanced technology, leadership opportunities, and nationwide support.