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Tax Preparation Assistant Jobs (NOW HIRING)

If you have an active PTIN, we would love to connect with you and assist you with obtaining your ... By providing tax preparation - full-service return preparation, tax calculations, and managing ...

If you have an active PTIN, we would love to connect with you and assist you with obtaining your ... By providing tax preparation - full-service return preparation, tax calculations, and managing ...

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Senior Tax Accountant

Buffalo Grove, IL · On-site

$75K - $125K/yr

Our fast-growing CPA firm has an opening for a Senior Tax Consultant You will assist with client engagements, tax preparation, tax planning and other projects. We are looking for someone who can ...

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Senior Tax Accountant

Buffalo Grove, IL · On-site

$75K - $125K/yr

Our fast-growing CPA firm has an opening for a Senior Tax Consultant You will assist with client engagements, tax preparation, tax planning and other projects. We are looking for someone who can ...

Tax Preparer

Santa Ana, CA · On-site

$60K - $150K/yr

... preparation software. * Ensure all documentation is organized and properly filed. Team Collaboration: * Work closely with case managers and internal teams. * Assist with tax-related tasks that ...

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Tax Pr

Stroudsburg, PA · On-site

$25 - $30/hr

This role focuses on preparing individual tax returns and supporting the overall workflow during ... K‐1s) · Assist with basic business returns (1120‐S, 1065) under supervision · Gather ...

Tax Preparer (REMOTE)

Orlando, FL · Remote

$1.2K - $5.0K/wk

... * Assist clients with tax planning strategies to minimize liabilities. * Collaborate with clients to gather necessary documentation for tax preparation. * Ensure compliance with all tax laws and ...

... guidelines * Assist with documents, forms, and basic tax-related inquiries * Deliver a professional and helpful client experience Qualifications * Minimum 2 years of tax preparation experience

Communicate with clients regarding the tax preparation process and filing requirements. * Answer tax-related questions and provide clear explanations of filing procedures. * Assist clients with ...

Tax Preparer (REMOTE)

Orlando, FL · Remote

$1.2K - $5.0K/wk

... * Assist clients with tax planning strategies to minimize liabilities. * Collaborate with clients to gather necessary documentation for tax preparation. * Ensure compliance with all tax laws and ...

ATAX is a full-service national tax preparation and business services franchise with a 38-year ... tax laws and regulations. · Assist clients with tax planning and financial strategies.

Tax Preparer 1

Huntsville, AL · Remote

$5.0K - $80K/yr

If you have an active PTIN, we would love to connect with you and assist you with obtaining your ... By providing tax preparation - full-service return preparation, tax calculations, and managing ...

Tax Preparer 1

Huntsville, AL · Remote

$5.0K - $80K/yr

If you have an active PTIN, we would love to connect with you and assist you with obtaining your ... By providing tax preparation - full-service return preparation, tax calculations, and managing ...

... * Assist with documents, forms, and basic tax-related inquiries * Deliver a friendly, helpful, and professional client experience Qualifications * Minimum 2 years of tax preparation experience

The Tax Preparer will also assist with filing extensions, responding to tax notices, maintaining accurate records, and collaborating with the team to deliver consistent, high-quality client service.

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Tax Preparation Assistant information

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$14

$24

$55

How much do tax preparation assistant jobs pay per hour?

As of Aug 12, 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:

Tax Preparer / Case Manager

Tax Debt Resolutions LLC

Phoenix, AZ • On-site

$52K - $62K/yr

Full-time

Posted yesterday

New


Job description

About the Position
Tax Debt Resolutions LLC is looking for a detail-oriented Tax Preparer / Case Manager to join our growing team. This role combines tax preparation with client case management. You will work directly with clients and the IRS to gather tax records, prepare tax returns, organize documentation, and help move cases efficiently through our resolution process.
This is an excellent opportunity for someone with tax preparation experience who enjoys solving problems, working with clients, and being part of a team that helps people resolve complex tax issues.
Responsibilities
  •  Prepare individual and business tax returns accurately and efficiently. 
  •  Retrieve IRS tax records, transcripts, and account information. 
  •  Communicate with the IRS by phone to obtain client information and resolve account issues. 
  •  Request, organize, and process client documentation. 
  •  Review financial documents for completeness and accuracy. 
  •  Prepare Schedule C returns for self-employed individuals. 
  •  Assist with corporate tax return preparation (1120, 1120-S, 1065 preferred). 
  •  Maintain detailed case notes and ensure client files remain organized. 
  •  Follow up with clients regarding outstanding documentation. 
  •  Work closely with Enrolled Agents and other team members to move cases toward resolution. 
  •  Maintain confidentiality while handling sensitive financial information. 
Qualifications
Required
  •  Previous professional tax preparation experience. 
  •  Strong understanding of individual income tax returns. 
  •  Experience preparing Schedule C returns. 
  •  Excellent organizational skills and attention to detail. 
  •  Strong written and verbal communication skills. 
  •  Comfortable speaking with the IRS over the phone. 
  •  Ability to manage multiple cases simultaneously. 
  •  Proficient with Microsoft Office and general computer applications. 
Preferred
  •  Corporate tax preparation experience (Forms 1120, 1120-S, and/or 1065). 
  •  Experience using Drake Tax or similar tax software. 
  •  English and Spanish bilingual. 
  •  IRS representation or tax resolution experience. 
  •  Enrolled Agent credential or working toward it. 
What We're Looking For
The ideal candidate is:
  •  Highly organized and dependable 
  •  Comfortable communicating with clients and government agencies 
  •  A self-starter who can work independently 
  •  Professional and courteous 
  •  Committed to accuracy and quality 
  •  Interested in growing with a rapidly expanding tax resolution firm 
Compensation & Benefits
  • $25.00 per hour
  •  Full-time, in-office position 
  •  Monday–Friday schedule 
  •  Opportunities for advancement and professional growth 
  •  Supportive team environment 
  •  Ongoing training in tax resolution and IRS procedures