TAX PREPARER APPLICATION
Join a team committed to accurate, ethical, and reliable tax preparation.
Personal Information
Full Name
*
First Name
Middle Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email Address
*
example@example.com
Preferred Contact Method
Tax Preparation Experience
Do you have prior tax preparation experience?
*
Yes
No
How many tax seasons have you worked?
*
Which tax software have you used?
UltraTax
Lacerte
ProSeries
Drake Tax
TaxSlayer Pro
ATX
CCH Axcess Tax
Other
Do you currently have a PTIN?
*
Yes
No
Education & Professional Background
Highest Education Completed
*
Please Select
High School Diploma
Associate Degree
Bachelor's Degree
Master's Degree
Doctorate
Other
Field of Study / Major
Certifications or Licenses
Work History Summary
*
Compensation & Position Acknowledgment
Compensation & Position Acknowledgment
Do you understand that this is a commission-based position?
*
Yes
No
Are you comfortable working under a commission-based compensation structure?
*
Yes
No
Availability & Work Environment
Work schedule availability
*
Weekdays
Evenings
Weekends
Tax season peak hours
Flexible
Other
Computer access
*
Please Select
Dedicated personal computer
Shared computer access
Work-issued computer available
Other
Internet access
*
Please Select
High-speed broadband
Fiber internet
Cable internet
Mobile hotspot only
Limited or unreliable
Other
Remote work readiness
*
Fully ready to work remotely
Needs minor setup support
Needs significant setup support
Prefer in-office work
Other
Professional Skills
Tax software proficiency
*
UltraTax
ProSeries
Lacerte
Drake Tax
ATX
TaxAct Pro
CCH Axcess Tax
Other
Accuracy and detail orientation
*
1
2
3
4
5
6
7
8
9
10
Needs improvement
Excellent
1 is Needs improvement, 10 is Excellent
Communication skills
*
1
2
3
4
5
Related technical competencies
Microsoft Excel
Microsoft Word
Google Workspace
QuickBooks
Client data management systems
E-filing platforms
Research and tax law reference tools
Other
Work Style & Team Fit
How would you describe your work style?
*
Independent
Balanced
Highly collaborative
Adaptable
Other
How well do you fit a team-oriented tax services environment?
*
1
2
3
4
5
6
7
8
9
10
Poor fit
Excellent fit
1 is Poor fit, 10 is Excellent fit
Please rate the following professional qualities.
*
Rows
Strongly disagree
Disagree
Neutral
Agree
Strongly agree
Professionalism
Reliability
Ethical judgment
Communication
Attention to detail
Describe a time you had to work through a disagreement or challenge with a team member or supervisor. What was the outcome?
Training & Development
Willingness to Complete Training
*
Yes
No
Openness to Ongoing Development
*
Very open
Somewhat open
Neutral
Not very open
Training Preferences / Learning Needs
In-person training
Virtual training
Self-paced modules
Mentorship
Written guides
Hands-on practice
Regular check-ins
Other
Professional References
Reference Name
*
First Name
Middle Name
Last Name
Relationship to You
*
Please Select
Former Supervisor
Colleague
Manager
Client
Mentor
Teacher
Other
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email Address
example@example.com
Resume/Document Upload
Resume
*
Upload a File
Cancel
of
Supporting Documents
Upload a File
Cancel
of
Applicant Certification
Applicant Certification
Electronic Signature
*
Date
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Submit Application
Submit Application
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