Tax Preparer (Seasonal)

Seasonal Tax Preparer (Part-Time) — Katy, TX We are seeking detail-oriented, client-focused Seasonal Tax Preparers to support our growing Katy office during the 2027 tax season. This role focuses on preparing accurate, compliant individual tax returns while delivering an excellent client experience. You’ll use structured interview scripts, professional tax software, and tax law training to uncover credits, deductions, and planning opportunities for our clients. Prior tax experience is a plus but not required — we provide four weeks of paid, structured training before the season begins. Schedule & location Part-time seasonal: 20–25 hours per week, Monday–Friday, on-site November 15, 2026 – January 15, 2027: shifts between 10:00 AM and 4:00 PM (includes 4-week paid training) January 18 – April 30, 2027: shifts between 9:00 AM and 5:00 PM What you’ll do Tax Preparation & Client Interviews Prepare individual 1040 tax returns, including W-2 and 1099 income, Schedule A (Itemized Deductions), Schedule B (Interest & Dividends), Schedule C (Self-Employed), Earned Income Credit (EIC), Child Tax Credit (CTC) and related credits Prepare light business returns (1120S, 1065) under supervised oversight and review Use company-provided software and a structured client interview script to ensure accuracy and completeness Ask clear, consistent questions to uncover eligible credits and deductions Greet clients in person, answer incoming phone calls, and schedule appointments Client Education & Value Add Educate clients on current tax law changes and opportunities (per provided training) Clearly explain results, credits, and outcomes in plain language Identify potential tax planning, advisory, and TAT Cares candidates Flag planning opportunities to the Lead Tax Preparer Documentation & CRM Management Fully document client interviews, tax positions and assumptions, and notes for future-year planning Maintain clean, complete, and accurate CRM records Ensure handoffs and follow-ups are clearly logged Compliance & Data Security Follow all EFIN security and data privacy requirements Complete required due diligence checklists accurately and on time Maintain confidentiality and compliance with IRS and company standards Sign and honor a non-disclosure agreement; operate from a place of confidentiality at all times Who we’re looking for Currently live in the Katy, TX area with reliable transportation to the office Available for the full season (November 15, 2026 – April 30, 2027) and all four weeks of training Comfortable in a client-facing role and answering phones professionally Prior tax preparation experience preferred (1040) but not required — training provided Familiarity with W-2, 1099, and basic schedules is a plus Strong attention to detail and documentation Comfortable using tax software and CRM systems (or able to learn quickly) Ability to follow interview scripts and compliance procedures Excellent client communication skills; bilingual (English/Spanish or another language) is a plus PTIN, or ability to obtain one before the season (we will guide you through it) Willing to sign a non-disclosure agreement and pass a background check What success within this position looks like Accurate, compliant returns with minimal rework High-quality client interviews that uncover full value Clean documentation for reviews and future planning Consistent identification of advisory and planning opportunities Strong client satisfaction and retention Reliable attendance and punctuality throughout the season Why join our team Four weeks of paid, structured training, plus ongoing systems and support Performance bonuses for accuracy, client satisfaction, and reliability Exposure to advisory and year-round planning work Opportunity to be hired permanently and grow into senior preparer or advisory roles Supportive, professional office environment Hiring timeline Applications accepted September 14 – October 2, 2026. Position open until filled. TakeAway Tax is an equal opportunity employer. Employment is contingent on a satisfactory background check and a signed confidentiality agreement. Job Type: Part -time Pay: $18.00 - $22.00 per hour Expected hours: 20.0 – 25.0 per week Application Question(s) Do you currently live in the Katy, TX area and are you able to work on-site at our office at 633 E Fernhurst Dr? Do you have reliable transportation to get to and from the office every scheduled day? Are you able to commit to the full season, including all four weeks of paid training starting the week of November 16? Do you have prior tax preparation experience? If yes, how many seasons, and with which software? Do you speak a language other than English fluently? If yes, which? Are you comfortable answering incoming phone calls and greeting walk-in clients as a regular part of your day? #J-18808-Ljbffr TakeAway Tax