Tax Preparer III (Expert) - 4+ years of experience
Location: Onsite – Irving, Texas
This is a full-time, onsite position located at our Texas headquarters in Irving, TX 75062. In-person training is planned to begin in August 2026.
About TaxSolve
TaxSolve is a rapidly growing firm founded by seasoned tax professionals who are committed to making the industry more honest and delivering an extraordinary customer experience. As we continue to expand, we are seeking dedicated team members who are ready to help propel our company forward and support our clients in achieving financial peace of mind.
Our core mission is to make taxes suck less.
Role Overview
As a Tax Preparer III at TaxSolve Inc., you will play a critical role in preparing accurate federal and state tax returns and guiding clients through the tax process. You will handle high volumes of returns, ensure compliance with tax regulations, and provide responsive, client-centered service that aligns with our mission.
What We’re Looking For
The ideal candidate is:
- Extremely detail-oriented with strong time management and organizational skills
- A quick learner who is comfortable taking on new assignments
- Able to work both independently and collaboratively as part of a team
- Skilled at adapting to each client’s unique situation in real time
- Resourceful and able to overcome challenges as they arise
- An effective, articulate communicator who is comfortable speaking with clients
- Fully focused on our clients and does not moonlight
Key Responsibilities
- Prepare and file federal and state tax returns for individuals and businesses
- Review financial documents to ensure accuracy and compliance with tax regulations
- Provide excellent customer service by responding promptly to client inquiries and concerns
- Utilize Intuit ProSeries software to manage client data and streamline the preparation process
- File extensions for individuals and business entities during tax season
- E-file tax returns through ProSeries and monitor filing status
- Upload confirmation letters for both extension acceptance and e-file acceptance
- Perform light office administrative tasks, such as receiving and forwarding mail
Qualifications & Experience
- Excellent interpersonal, written, and verbal communication skills
- Ability to work independently and within a team in a fast-paced, repetitive task environment
- Highly organized, adaptable, and able to multitask while managing high volumes of tax files (at least 2000 returns per year)
- Willingness to assist other team members when necessary
- Intuit ProSeries experience (Required)
- 4+ years of personal income tax experience and working with tax/financial statements (Required)
- Experience working at a tax resolution company (Required)
- Bachelor’s degree (Required)
- Experience working with Slack (Preferred)
- Experience working with Google Workspace (Preferred)
Credentials
- PTIN (Required)
- Tax Preparation Certification (Preferred)
- Enrolled Agent (Preferred)
Languages
Schedule & Employment Details
- Monday to Friday
- Full-time Hourly, Non-Exempt
- Year-round work
- Onsite at our Irving, TX headquarters (United States)
- Working hours: 7:00am - 4:00pm, 8:00am - 5:00pm CST
Compensation Range
- Starting from $37 per hour
- Overtime eligibility
- Bonus opportunities
Benefits
- 401(k)
- 401(k) matching
- Medical, dental, vision insurance
- Paid time off, paid sick leave, paid company holidays, floating holidays
- Wellness programs
- On-the-job training
- Educational reimbursement
Disclaimer: Employment is contingent upon successful completion of a required background check. Applicants must be eligible to work in the United States without requiring sponsorship or work authorization.
Physical Requirements: Must be able to sit for extended periods, perform continuous typing and data entry, handle frequent phone calls, and communicate clearly with clients in a standard office setting.
Pay: From $37.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid sick time
- Paid time off
- Professional development assistance
- Vision insurance
- Wellness program
People with a criminal record are encouraged to apply
Education:
Experience:
- Tax Preparation: 4 years (Required)
- Tax Resolution Company: 4 years (Required)
- Multi-state tax filing: 4 years (Required)
- Intuit ProSeries: 4 years (Required)
Language:
License/Certification:
- Preparer Tax Identification Number (PTIN) (Required)
- Enrolled Agent Certification (Preferred)
Ability to Commute:
- Irving, TX 75062 (Required)
Work Location: In person