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 while working in a fast-paced, seasonal environment with flexible scheduling options.
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 with our Confidential Client you will provide friendly, accurate tax preparation and client support during the tax season. Typical responsibilities include:
- Conduct face-to-face tax interviews and gather client documentation
- Prepare complete and accurate federal and state tax returns (including multi-year and multistate filings)
- E-file clients’ returns and provide printed copies for review and signatures
- Provide IRS audit support and explain tax outcomes and next steps to clients
- Process client payments and ensure timely deposits
- Answer client calls routed through the national call center system
- Recommend additional products and services to increase client retention and generate business
- Follow all policies and remain compliant with applicable tax laws and regulations
- Handle client questions, resolve complaints or escalate to supervisors as appropriate
- Support office priorities and collaborate with team members
Who We’re Looking For
We welcome candidates from diverse backgrounds — no extensive tax experience or college degree required. Ideal candidates will bring:
- Passion for providing outstanding customer service
- Excellent verbal communication and interpersonal skills
- Comfort working in a fast-paced, client-facing environment
- Basic computer skills and solid numeracy
- Sales or marketing experience a plus
- Experience in accounting, finance, bookkeeping, retail, or tax is beneficial but not required
- PTIN certification (required)
- Bilingual candidates are highly encouraged to apply
This role is a strong fit for entry-level candidates, career-changers, veterans, students, stay-at-home parents seeking flexible hours, retirees, and others looking to gain tax industry experience.
Schedule, Compensation & Benefits
- Seasonal role (tax season) — Full-time or Part-time options available
- Flexible shifts: day, night, weekends and weekdays
- Estimated compensation: $49,497 per year (estimated)
- Benefits and perks (as provided by our client):
- Free uniforms
- Employee discounts
- Opportunity for advancement
- Flexible scheduling and shift options
- PTIN certification required prior to preparing returns (or as instructed by the client)
Why Work With Careertakes (and our client)
- Careertakes is partnering with a Confidential Client in Accounting & Finance to fill this seasonal tax preparer role.
- You’ll receive hiring support from a third‑party recruiter and may be matched to other opportunities on the Careertakes platform.
- We aim to present clear expectations and respectful, compliant hiring practices throughout the 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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