Tax Preparer Candidate Screening & Onboarding Questionnaire
Complete this 8–10 minute questionnaire after submitting your résumé—submission does not guarantee an interview or selection.
Personal Information
Full Legal Name
*
First Name
Middle Name
Last Name
Preferred Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
City / State
*
Preferred Communication Method
Please Select
Email
Phone
Text Message
Other
Best Contact Time
Hour Minutes
AM
PM
AM/PM Option
Professional Background
Current Occupation
*
Years of Professional Experience
*
Customer Service Experience
*
In-person customer support
Phone support
Email/chat support
Retail/service industry
Client account management
Other
Accounting or Bookkeeping Experience
*
Accounts payable/receivable
Bookkeeping
Payroll
Financial reporting
QuickBooks or similar software
None
Other
Tax Preparation Experience
*
Individual tax returns
Business tax returns
Amended returns
Tax resolution support
Tax season support
None
Other
Number of Tax Seasons Worked
Tax Software Used
Intuit ProSeries
Intuit Lacerte
Drake Tax
TaxWise
UltraTax CS
CCH Axcess Tax
Other
Remote Work Experience
*
Extensive
Moderate
Limited
None
Why are you interested in becoming a tax preparer?
*
PTIN & Credentials
Do you currently have a PTIN?
*
Yes
No
In process
Need information
If you have a PTIN, is it currently active?
Yes
No
Not sure
Not applicable
What tax, accounting, bookkeeping, or finance certifications or credentials do you currently hold?
CPA
EA
AFSP
Bookkeeping certification
Accounting degree
Finance degree
Tax preparation certification
Other
Are you willing to maintain any required credentials and complete renewals or continuing education as needed?
*
Yes
No
Need more information
Tax Knowledge Self-Assessment
W-2 returns
*
1
2
3
4
5
1099 income
*
1
2
3
4
5
Self-employment income
*
1
2
3
4
5
Schedule C
*
1
2
3
4
5
Dependents
*
1
2
3
4
5
Filing status
*
1
2
3
4
5
Tax credits
*
1
2
3
4
5
Deductions
*
1
2
3
4
5
Tax software
*
1
2
3
4
5
Client interviews
*
1
2
3
4
5
Document review
*
1
2
3
4
5
Taxpayer communication
*
1
2
3
4
5
Ambassador Tax Academy Commitment
Are you willing to complete the 8-week Ambassador Tax Academy training program?
*
Yes
No
Can you commit to attending at least 80% of scheduled training sessions to advance?
*
Yes
No
Are you available for scheduled training sessions during the program period?
*
Yes
No
Please list any known conflicts that may affect your attendance or participation.
Are you willing to complete the following as part of the program?
*
Assignments
Assessments
Practice returns
All required activities
Are you willing to receive feedback and complete remediation as needed?
*
Yes
No
Availability
Weekly tax-season hours available
*
Available days
*
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
General hours available
Hour Minutes
AM
PM
AM/PM Option
Tax-season availability
*
Fully available
Part-time available
Limited availability
Not available during tax season
Ability to meet deadlines
*
Yes, consistently
Yes, with occasional support
Unsure
No
Technology & Remote Work
Do you have a reliable computer for remote work?
*
Yes
No
Do you have reliable internet access?
*
Yes
No
Do you have a smartphone you can use for work?
*
Yes
No
Do you have a webcam for video meetings?
*
Yes
No
Do you have PDF creation and editing skills?
*
Yes
No
Which tools and platforms do you currently use?
*
Zoom
Google Meet
Google Drive
Microsoft Office
Canva
Online forms
Tax software
Client portals
Other
How would you rate your overall computer skill level?
*
Beginner
1
2
3
4
5
6
7
8
9
Advanced
10
1 is Beginner, 10 is Advanced
Please share any additional technology or remote work experience relevant to this role.
Professionalism & Client Service
Communication style
*
Professional and concise
Friendly and approachable
Empathetic and patient
Direct and efficient
Other
Describe a time you handled a difficult customer or client situation
*
What does excellent customer service mean to you?
*
How do you respond to constructive criticism?
*
Welcome feedback and apply it
Reflect and make adjustments
Prefer specific, direct feedback
Other
If you do not know a client's tax question, what would you do?
*
Tax Preparer Scenarios
1. A client requests a credit but does not have supporting documentation. How would you respond?
*
2. A client gives information that does not match previous records or documents. What would you do next?
*
3. An angry client insists that more documents should not be needed. How would you handle the conversation?
*
4. You discover an error after a return has already been submitted. What steps would you take?
*
5. A client says another preparer handled something differently last year. How would you address that comparison?
*
6. You are unsure about the correct tax position for a situation. What would you do before proceeding?
*
Why Ambassador
Why do you want to join Ambassador Tax & Financial Planning?
*
What do you want to learn or improve through Tax Academy?
*
What strengths and experience would you bring to our team?
*
What areas do you want to develop further as a tax preparer?
What does professionalism mean to you in a client-facing tax role?
*
Applicant Acknowledgment
Acknowledgements
*
I certify that the information provided is accurate and complete
I understand that submission does not guarantee an interview, selection, employment/engagement, or activation
I confirm that the information I have provided is true and correct to the best of my knowledge
Applicant Name
*
First Name
Middle Name
Last Name
Date
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Submit Questionnaire
Should be Empty: