Ambassador Tax & Financial Planning — Tax Team Application
Share your details and experience to be considered for our upcoming tax-season team.
Full Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email Address
*
example@example.com
City and State
*
Position Interested In
*
Tax Preparer
Tax Team Lead
Client Intake & Support
Bookkeeping
Other
Are you a current PTIN holder?
*
Yes
No
Applying
PTIN (if applicable)
Do you have previous tax preparation experience?
*
Yes
No
If yes, how many years of tax preparation experience do you have?
What tax software have you used?
Types of returns you have prepared
W-2
1099
Self-employed
Small business
Other
Are you comfortable working remotely with clients?
*
Yes
No
Are you available during tax season?
*
Yes
No
Limited availability
How many clients could you realistically handle per week?
*
What makes you a good fit for Ambassador Tax & Financial Planning?
*
Upload your resume or professional experience document (optional)
Upload a File
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Choose a file
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Do you agree to complete required training, follow company procedures, protect client confidentiality, and maintain professional standards?
*
Yes
No
How did you hear about us?
What is the best way to contact you?
*
Call
Text
Email
Electronic Signature (Full Legal Name)
*
Date
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
One-Time Onboarding Fee
*
prev
next
( X )
Onboarding Fee
One-time onboarding fee includes training, mentorship, and software training.
$97.00
$
97.00
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