Entry Level Tax Preparer
The Entry Level Tax Preparer at Confidential Client is responsible for accurately preparing and filing tax returns, providing expert guidance and IRS audit support to clients. This role emphasizes exceptional customer service, client retention, and business growth through face-to-face interactions and collaboration within a fast-paced environment. The position offers flexible scheduling and welcomes candidates with diverse backgrounds and limited experience, requiring PTIN certification.
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.
What You’ll Do
As a Seasonal Entry Level Tax Preparer (employed by our Confidential Client), you will help taxpayers by preparing accurate returns and providing high-quality client service.
- 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; e-file to IRS and state agencies
- Provide IRS audit support and basic future-tax planning guidance
- Process client payments and ensure timely deposits and reconciliation
- Support local marketing and business-generation efforts to grow client base and retention
- Answer routed client calls and resolve or escalate issues appropriately
- Work collaboratively to meet office priorities and deliver excellent client experiences
Who We're Looking For
We welcome entry-level candidates and career-changers who are motivated to learn tax preparation. The role is inclusive of varied backgrounds.
- PTIN certification required
- Passion for outstanding customer service and good communication skills
- Comfortable working in a fast-paced, client-facing environment
- Basic computer literacy and solid numeracy skills
- Sales, marketing, bookkeeping, retail, accounting, or tax experience is a plus
- Bachelor’s in Accounting or related field is a plus but not required
- Bilingual candidates, veterans, recent graduates, and those needing flexible schedules are encouraged to apply
Schedule & Compensation
- Employment type: Part-time seasonal opportunity (flexible shifts available)
- Flexible schedules: day shift, night shift, weekends, weekdays; part-time or full-time options may be available
- Estimated pay: $64,101 per year (Adzuna estimate) — actual compensation will be set by the Confidential Client and may vary by location and schedule
- Paid training provided; on-the-job learning and advancement opportunities available
Why This Opportunity
This position offers hands-on tax preparation experience, paid training, and a flexible schedule that fits students, parents, veterans, and those re-entering the workforce. You’ll gain client-facing and tax-industry skills that boost your resume while helping taxpayers through an important financial process.
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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