Tax preparer

What happens for a tax preparer?

• The brief for a tax preparer is one person, not a roster.
• You write that brief before anyone is approached.
• Three finalists are introduced for a tax preparer.
• You interview them and you choose.
• You pay the person you select directly.
• There is no monthly markup on the wage.
• If a tax preparer leaves within six months, we search again.
• That second search is not a refund.
• Shared hours for a tax preparer go in the brief.
• Name the software required on day one.
• Onboarding covers the first 30, 60 and 90 days.
• Time tracking can be set up after the start.
• A call line with SMS can be part of setup.
• Messaging tools are recommended for the team.
• You arrange payment for a tax preparer yourself.
• Contract guidance stays general and simple.
• It is not a substitute for your own adviser.
• Discovery starts with the bottleneck in the business.
• The role is written before sourcing begins.
• Applicants are screened before you meet anyone.
• References are checked on the shortlist.
• About 21 days is the target to three finalists.
• That timing is a target, not a promise.
• The deposit opens the search.
• The balance is due when you select someone.
• Remote staffing is another name for this hire.
• A dedicated offshore hire is the offer.
• Outsourcing the queue still leaves you as the manager.
• The person joins your team, not a shared floor.
• Clients also compare a one-time fee with a monthly markup.
• The published fee covers the search for a tax preparer.
• Wages for a tax preparer are agreed by you.
• We do not employ a tax preparer for you.
• You keep the relationship after you select.
• The shortlist for a tax preparer is three people.
• Each finalist for a tax preparer is interviewed first.
• You can reject the shortlist and talk again.
• The brief for a tax preparer names the output.
• Hours you share with a tax preparer are written down.
• Tools for a tax preparer are listed before day one.
• Month one is for learning the queue.
• Day 60 is when a tax preparer runs the queue.
• Day 90 is a simple review of results.
• A replacement search is the guarantee.
• Read the guarantee terms before you rely on it.
• a tax preparer can take on this: Collect source documents against the checklist.
• a tax preparer can take on this: Prepare the workpaper in the firm's format.
• a tax preparer can take on this: List items that are missing or inconsistent.
• a tax preparer can take on this: Do not lodge, and do not invent a deduction.
• A useful skill here: Workpaper discipline.
• A useful skill here: A checklist.
• A useful skill here: No lodgement.
• A useful skill here: Clear queries.

How a search works

Process

1. 01

   Agree the brief

   Agree the tasks, tools and hours

2. 02

   Search

   We search and assess candidates

3. 03

   Shortlist

   About 21 days to three finalists is a target

4. 04

   You choose

   You interview them and you choose