Entry Level Tax Preparer
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 direct client interaction, IRS audit support, and contributing to business growth through excellent customer service and marketing efforts. It offers flexible scheduling and opportunities for advancement in a fast-paced, client-focused 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.
Role overview
This listing is for a Seasonal Entry Level Tax Preparer supporting a confidential client in the Accounting & Finance industry. The role focuses on preparing accurate tax returns, delivering excellent client service, assisting with e-filing, and supporting audit-related questions. Flexible schedules are available including day, night, weekend, and part-time options.
What You’ll Do
- Conduct face-to-face tax interviews with clients and collect required documentation.
- Prepare complete and accurate federal and state tax returns, including multiyear and multistate filings.
- E-file returns and provide printed copies for client review and signature.
- Provide IRS audit support and basic tax planning guidance.
- Process client payments and ensure timely deposits.
- Support business generation and client retention efforts by offering additional products/services.
- Answer client calls routed through a centralized call system.
- Resolve routine client issues or escalate to supervisors when appropriate.
- Work collaboratively with the office team to meet operational priorities.
Who we’re looking for
- Candidates eager to learn a new career in tax preparation — no extensive experience required.
- Individuals with strong customer-service skills and a professional demeanor.
- People comfortable working in a fast-paced, client-facing environment.
- Bilingual candidates are highly encouraged to apply.
- Veterans, recent graduates, stay-at-home parents, and those returning to the workforce are welcome.
Required / Preferred Qualifications
- PTIN certification is required.
- Basic computer skills and comfort with numerical tasks.
- Excellent verbal communication and interpersonal skills.
- Sales or marketing experience is a plus.
- Background in accounting, bookkeeping, finance, retail, or tax is preferred but not required.
- Bachelor’s degree in Accounting or related field is a plus, but not required.
Schedule & Employment Type
- Seasonal position with flexible scheduling options:
- Day shift
- Night shift
- Weekends and weekdays
- Full-time or part-time opportunities
- This posting lists the role as seasonal/temporary during peak tax periods.
Compensation & Benefits
- Pay: $18.00 - $22.00 per hour (as listed by the source).
- Benefits may include:
- Opportunity for advancement
- Training & development
- Employee discounts
- Flexible scheduling
- Company events and team-oriented culture
- Free snacks/onsite perks (where offered)
Equal Employment Notes
This position will be filled by a franchise-operated location or a confidential client entity. The confidential client and/or franchisee is the actual employer and will make final hiring and compensation decisions.
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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