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, tax form completion, IRS audit support, and contributing to business growth through client retention and marketing efforts. It offers flexible scheduling and welcomes candidates with diverse backgrounds and limited experience, emphasizing customer service and tax knowledge.
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 for Confidential Client, you will guide clients through tax filing, prepare accurate returns, and provide excellent customer service. This role is client-facing and includes E-filing, preparing multiyear/multistate returns, and offering audit support when needed.
- Conduct face-to-face tax interviews with clients
- Prepare complete and accurate tax returns, including e‑filing
- Handle multiyear and multistate returns and year-end tax forms
- Provide IRS audit support and guidance to clients
- Collect and process client payments and ensure timely deposits
- Promote additional products and services to increase client retention and grow business
- Answer client calls routed through a national call system
- Provide basic tax planning advice and resolve or escalate client concerns
- Support office priorities through teamwork and collaboration
Who We’re Looking For
We welcome candidates from a wide range of backgrounds. This position is ideal for people seeking entry into the tax industry, those returning to the workforce, students, veterans, retirees, or anyone who wants flexible seasonal work.
- PTIN Certification required
- Strong customer-service orientation and communication skills
- Comfortable working in a fast-paced, client-facing environment
- Basic computer skills and comfort with numbers and calculations
- Sales or marketing experience is a plus
- Experience in accounting, bookkeeping, finance, retail, or tax is preferred but not required
- Bilingual candidates are highly encouraged to apply
- Open to candidates with limited formal education — willingness to learn matters most
Compensation & Schedule
- Pay range: $14.00 - $17.00 per hour
- Employment type: Full-time or Part-time (seasonal)
- Flexible schedules available: day shift, night shift, weekdays, weekends
- Seasonal/temporary work during tax season with potential opportunities for ongoing or repeat seasonal work depending on location
Location & Employment Details
- Work location: Peoria, AZ (onsite)
- Many locations are operated by independent franchisees; local franchise operators may be the actual employer and set specific employment policies. Employment offers, wages, and day-to-day decisions may be made by the local franchisee (Confidential Client or its franchise partner).
- This posting does not require a college degree.
Skills & Certifications
- PTIN Certification: Yes (required)
- Excellent interpersonal and communication skills
- Ability to learn tax software and follow policies and compliance standards
- Attention to detail and accuracy when preparing tax forms
- Basic math and computer literacy
- Sales, marketing, or client-growth mindset helpful
Why Apply
This is a great opportunity to start a new career in tax preparation with flexible scheduling and hands-on training. If you want to help people navigate an important financial process, build skills you can use year after year, and work in a client-focused role, this position may be a good fit.
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.
Negotiate a higher salary! Check the salary ranges for this job type in your area.
View My Salary Range