Outsourced Tax Return Completion

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  • #41068
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Experience Level: Expert
As a successful online provider of self assessment tax return services we are looking for a pool of freelancers who would be interested in preparing tax returns on a sub-contract basis.

Our clients are individuals, sole traders, and landlords.

You will have access to our web-based CRM and information gathering system so no software will be required.

Process will include:

1, initial phone conversation with client (usually around 10 minutes of so)
2, setting the client up on our web-based systems
3, collecting information from client - using our bespoke client portal (or other method, such as by post or spreadsheet, depending on client needs)
4, preparing information for transfer to self assessment tax return

The successful candidate will have experience of dealing with a wide range of clients and the preparation of self assessment tax returns.

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