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 client interaction, IRS audit support, and business development efforts, emphasizing 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.
What You’ll Do
Confidential Client is hiring a Seasonal Entry Level Tax Preparer to deliver friendly, accurate tax preparation and client support. You will guide taxpayers through the filing process, prepare and e-file returns, and provide excellent customer service while following federal and state tax rules.
- Conduct face-to-face tax interviews and gather required documentation
- Prepare complete and accurate federal and state tax returns (including multiyear and multistate returns)
- E-file returns and provide printed copies for clients to review and sign
- Provide IRS audit support and basic tax planning guidance
- Collect and process client payments, ensuring timely deposits
- Promote additional products and services to grow the business and increase client retention
- Answer client calls routed through the national call center system
- Resolve or escalate client concerns and support office priorities through teamwork
Who We’re Looking For
We welcome candidates from diverse backgrounds, including those new to the workforce, returning to work, veterans, students, retirees, bilingual candidates, and people without a college degree who are eager to learn.
- Motivated, service-oriented individuals with strong communication skills
- Comfortable working in a fast-paced, customer-facing environment
- Basic computer and math skills
- Sales or marketing experience is a plus
- Experience in accounting, bookkeeping, finance, retail, or tax is preferred but not required
- PTIN certification required (will be verified)
Schedule & Employment Type
This role supports flexible scheduling and seasonal hiring needs.
- Day, night, weekend, weekday shifts available
- Full-time and part-time opportunities
- Seasonal / temporary timeframe with potential for advancement
Compensation & Benefits
- Estimated annual pay: $45,647 (estimated)
- Salary negotiable based on experience
- Benefits and perks include:
- Opportunity for advancement
- Training and development
- Employee discounts
- Flexible scheduling
Why Apply Through Careertakes
Careertakes acts as a third-party recruiting partner to connect you with Confidential Client. We follow best practices from third-party recruiting to provide a smooth, transparent hiring experience and may share additional matched opportunities with qualified applicants.
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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