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Tax Preparation Assistant Jobs (NOW HIRING)

As a Tax Preparation Assistant, you will support the Tax Preparation team by collecting necessary documents from clients and guiding them through the document submission process. This role plays a ...

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Tax Preparation Support * Collect and organize client tax documents * Prepare basic individual tax ... Communicate with clients to request additional documentation * Assist with electronic filing and ...

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Tax Preparation Support * Collect and organize client tax documents * Prepare basic individual tax ... Communicate with clients to request additional documentation * Assist with electronic filing and ...

Tax Preparer

Irvine, CA · On-site +1

$80K - $100K/yr

Tax Preparation Employment Type: Full Time Location: Remote Compensation: $80,000 - $100,000 / year ... Prepare responses to notices from federal and state taxing authorities and assist with tax audit ...

Tax Preparer

Irvine, CA · Remote

$80K - $100K/yr

The position will work with other members of the Tax Preparation department, under the direction ... Prepare responses to notices from federal and state taxing authorities and assist with tax audit ...

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Tax Staff Accountant

Hampton, NH · On-site

$35 - $40/hr

In this role, you will manage end-to-end tax preparation, assist with financial reporting engagements, and maintain accurate financial records for a diverse portfolio of clients. The ideal candidate ...

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Tax Staff Accountant

Hampton, NH · On-site

$35 - $40/hr

In this role, you will manage end-to-end tax preparation, assist with financial reporting engagements, and maintain accurate financial records for a diverse portfolio of clients. The ideal candidate ...

Contribute to audit preparation. * Assist with ad hoc projects as requested. Qualifications * 10 - 15 years of progressive federal and state tax experience. * Big 4 background. * Bachelor's degree in ...

Contribute to audit preparation. * Assist with ad hoc projects as requested. Qualifications * 10 - 15 years of progressive federal and state tax experience. * Big 4 background. * Bachelor's degree in ...

Tax Preparation Support Prepare and organize financial reports and workpapers for tax return preparation. Assist in gathering and reviewing tax-related documentation. Coordinate with tax preparers to ...

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Tax Preparation Assistant information

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How much do tax preparation assistant jobs pay per hour?

As of Aug 4, 2026, the average hourly pay for tax preparation assistant in the United States is $24.97, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.72 per hour, depending on experience, location, and employer.

What does a tax preparation assistant do?

A Tax Preparation Assistant supports tax professionals by organizing financial documents, entering data into tax software, and ensuring that client information is accurate and complete. They may also communicate with clients to gather missing information and help prepare tax returns under the supervision of a certified tax preparer or accountant. Their work helps streamline the tax filing process and ensures compliance with current tax laws and regulations.

What are the key skills and qualifications needed to thrive as a tax preparation assistant?

To thrive as a Tax Preparation Assistant, you need a solid grasp of tax regulations, attention to detail, and typically a background in accounting or finance. Familiarity with tax preparation software such as TurboTax or Drake, as well as proficiency with spreadsheets and electronic filing systems, is crucial. Strong organizational skills, discretion, and effective communication help you manage sensitive financial information and client interactions. These competencies ensure accurate, timely tax filings and foster trust with clients and supervisors.

What are some typical challenges faced by tax preparation assistants during peak tax season, and how can they be managed?

During peak tax season, Tax Preparation Assistants often encounter high workloads, tight deadlines, and frequent client questions. Managing multiple clients' documents and ensuring the accuracy of data entry are common challenges. Staying organized, communicating clearly with both clients and senior tax professionals, and utilizing tax software efficiently can help handle these demands. Proactively planning your workflow and seeking guidance when unsure about complex cases will also make the busy season more manageable.

What do you do as a tax preparation assistant?

A tax preparation assistant helps prepare and organize tax documents, gather financial information, and support the tax preparer in completing tax returns. They may also review documents for accuracy and use tax software to assist with calculations, often working during tax season and requiring attention to detail. Strong organizational skills and knowledge of tax laws are beneficial for this role.

What are the duties of a tax preparation assistant?

A tax preparation assistant helps prepare and organize tax documents, gather financial information, and support tax professionals during the filing process. They may also verify data accuracy, use tax software, and ensure compliance with tax laws and regulations. Attention to detail and basic knowledge of tax procedures are important for this role.

What is the difference between Tax Preparation Assistant vs Tax Preparer?

AspectTax Preparation AssistantTax Preparer
CredentialsMay require basic tax knowledge, certification not always necessaryOften requires IRS PTIN, some certifications like EA or CPA preferred
Work EnvironmentSupport role in tax firms, seasonal workloadPrepare and review tax returns, client interaction
Employer & IndustryTax preparation companies, accounting firmsTax firms, accounting offices, freelance

While both roles involve tax-related tasks, a Tax Preparation Assistant typically supports tax preparers with data entry and document organization, often requiring less certification. A Tax Preparer actively prepares and reviews tax returns, often needing specific credentials. The roles are complementary within tax firms, with assistants providing essential support to licensed preparers.

What is the role of a tax preparation assistant?

A tax preparation assistant helps prepare and organize tax documents, assist clients with tax forms, and ensure accurate data entry. They often use tax software and need attention to detail to support tax professionals during the filing process.
What cities are hiring for Tax Preparation Assistant jobs? Cities with the most Tax Preparation Assistant job openings:
What are the most commonly searched types of Tax Preparation jobs? The most popular types of Tax Preparation jobs are:
What states have the most Tax Preparation Assistant jobs? States with the most job openings for Tax Preparation Assistant jobs include:

$17.13 - $20/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 23 days ago


Job description

Tax Preparer Assistant
Role Details:
Work Location: Spokane (In Office)
Job Type: Full-time
Experience: 1+ year in an administrative or client support role (Preferred)
Education: High School Diploma or Associate Degree (Required)
Supplemental Pay: Bonus eligible

Benefits:
Our organization provides a comprehensive and competitive compensation package, including a 401(k), medical, dental, and vision coverage, life insurance, paid time off, and a range of additional employee benefits.
About Us:
With 30 years of experience, we alleviate tax stress through efficient, empathetic, and transparent services. Specializing in swift tax resolution for individuals and businesses, our unique PTR Exclusive Edge ensures effective solutions. Join our team for a role where you contribute to helping clients regain financial peace of mind!
Position Summary:
As a Tax Preparation Assistant, you will support the Tax Preparation team by collecting necessary documents from clients and guiding them through the document submission process. This role plays a key part in maintaining communication between clients and preparers to ensure a smooth and efficient preparation workflow.
Key Responsibilities:
  • Collect required documentation from clients.
  • Guide clients through submission processes.
  • Conduct outbound follow-up calls.
  • Assist with inbound departmental calls.
  • Maintain accurate client records.
Qualifications:
  • Strong organizational skills.
  • Customer service or administrative experience preferred.
  • Ability to manage multiple client communications.
  • Strong verbal and written communication skills.