Entry Level Tax Preparer – Ashland, VA
The Entry Level Tax Preparer at Confidential Client provides expert tax preparation services, guiding clients through complex tax codes and ensuring accurate filing. This role involves conducting client interviews, preparing multiyear and multistate tax returns, supporting IRS audits, and contributing to business growth through client retention and marketing efforts. The position offers flexible scheduling and emphasizes exceptional customer service and teamwork in a fast-paced environment.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Benefits
Confidential Client offers seasonal opportunities with training and development, a competitive salary, employee discounts, and flexible scheduling (day, night, weekends, full-time or part-time).
- Training & development
- Competitive salary
- Employee discounts
- Flexible schedule (day, night, weekends, weekdays; full-time or part-time available)
Your Purpose
Confidential Client provides tax preparation services that help taxpayers navigate complex tax codes with integrity and high-quality service. As a Seasonal Entry Level Tax Preparer in Ashland, VA, you will help reduce client stress during the tax filing season by preparing accurate returns, supporting e-filing, and delivering excellent customer service.
Flexible Schedules Available
This role supports a variety of schedules to accommodate students, parents, veterans, and those seeking supplemental income.
- Day shift
- Night shift
- Weekends and weekdays
- Full-time or part-time
Who Should Apply
We welcome applicants from diverse backgrounds, including those new to the workforce, returning to work, transitioning military personnel, retirees, and bilingual candidates. No college degree is required.
- Candidates looking to start a career in tax preparation
- Individuals with gaps in work history
- Recent graduates, current students, or stay-at-home parents seeking flexible work
- Veterans and military families
- Bilingual candidates encouraged to apply
What You’ll Do
As a Seasonal Entry Level Tax Preparer, you will prepare tax returns and provide client-facing service consistent with policies and IRS/state requirements.
- Conduct face-to-face tax interviews with clients
- Prepare complete and accurate tax returns, including multiyear and multistate filings
- Complete e-filing and provide printed copies for client review
- Provide IRS audit support and client tax planning guidance
- Collect and process client payments and ensure timely deposits
- Assist with marketing and business generation to increase client retention
- Answer client calls routed through the national call center as needed
- Resolve client questions and escalate complex issues to the supervisor
Skills & Qualifications
Candidates should demonstrate strong communication and customer-service focus. PTIN certification is required.
- Passion for providing extraordinary customer service
- Excellent communication and interpersonal skills
- Comfortable working in a fast-paced environment
- Basic computer skills and math competency
- Sales or marketing experience a plus
- Experience in accounting, finance, bookkeeping, retail, or tax is preferred
- PTIN Certification: required
- Bachelor’s degree in Accounting or related field is a plus but not required
Additional Information
This is a seasonal role with opportunities for full- or part-time hours. Confidential Client provides training — prior tax experience is helpful but not required for motivated candidates who obtain a PTIN and complete required training.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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