Tax Preparer

Tax Preparers Wanted | PTIN Holders Highly Encouraged to Apply!

Prestige Wealth Management | 2026–2027 Tax Season

Don’t Just Prepare Taxes. Build a Skill That Can Build Your Future.

Already have your PTIN? We especially want to hear from you!

Are you ready to turn your interest in taxes into an opportunity for professional growth and income potential? Prestige Wealth Management is expanding its tax division and looking for motivated individuals to join our growing team of Level 1 Tax Preparers.

Whether you already hold a PTIN or are ready to learn the industry from the ground up, this is your opportunity to develop valuable skills, serve clients, and build within a business focused on financial empowerment.

Who We Are: Prestige Wealth Management

At Prestige Wealth Management, our vision is bigger than tax season. We are a financial empowerment firm dedicated to helping individuals, families, and entrepreneurs move toward stronger financial futures through tax preparation, credit solutions, business funding readiness, and financial education.

We believe wealth should be accessible—not intimidating. Our culture combines professionalism, accountability, hands-on mentorship, and a commitment to helping our team develop alongside our business.

We’re building more than a tax team. We’re developing professionals with skills that can open doors well beyond one season.

The Opportunity: Become a Level 1 Tax Preparer

As a Level 1 Tax Preparer with Prestige Wealth Management, you’ll receive training, guidance, designated tax software access, and ongoing support to help you perform your assigned responsibilities with confidence and professionalism.

Have an existing PTIN? You’re strongly encouraged to apply. Bring your credential, willingness to grow, and commitment to client service to a team focused on developing tax professionals.

New to taxes? You can still qualify. No prior tax preparation experience is required for entry-level candidates who are willing to learn and meet the applicable requirements.

What You’ll Bring to the Table

• Prepare assigned individual and eligible small business tax returns accurately and professionally.
• Review client documents and enter, verify, and organize tax information using designated software.
• Help clients understand applicable deductions, credits, and tax-related considerations within your role.
• Deliver excellent customer service and build positive client relationships.
• Support client onboarding, outreach, and retention efforts.
• Maintain accurate documentation and protect confidential client information.
• Follow applicable IRS requirements, company procedures, and compliance standards.
• Participate in training and professional development to strengthen your skills.

Who We’re Looking For

We’re looking for people who take initiative, communicate well, and understand that serving clients requires both accuracy and integrity.

You may be a great fit if you have:

• A valid PTIN or a willingness to obtain one and meet applicable requirements.
• Strong communication and customer service skills.
• Attention to detail and a willingness to learn.
• Basic computer skills and comfort using digital platforms.
• The ability to manage responsibilities, client information, and deadlines.
• A professional attitude and a genuine interest in helping people.
• Previous tax, sales, administrative, or customer service experience.

PTIN holders are highly encouraged to apply and will be of particular interest as we expand our tax preparation team.

Why Prestige? Because Growth Should Be Part of the Plan.

Training that moves you forward. Receive structured guidance and mentorship as you develop your tax preparation skills.

A team behind you. Access support, designated software, and established procedures for your assigned responsibilities.

Flexibility with purpose. Work arrangements depend on the position and business needs, with options communicated during the application process.

Income potential. Your earning opportunity will depend on the compensation structure, productivity, and applicable role requirements.

Room to expand. Explore future development opportunities in tax preparation, credit solutions, business funding readiness, and financial education.

Skills that can outlast the season. Build professional experience that may support future tax seasons and additional opportunities in financial services.

Your Next Opportunity Could Start Here.

We’re looking for individuals who want to do more than simply get through tax season. We want people who are ready to learn, serve, grow, and contribute to a team with a bigger vision.

If you already have your PTIN, put it to work by exploring an opportunity with Prestige Wealth Management.

If you’re new to the industry, bring your ambition and willingness to learn.

Apply today and take your next step with Prestige Wealth Management—where vision meets execution.

Job Types: Full-time, Part-time

Pay: $30,000.00 - $100,000.00 per year

Benefits:

• Employee discount
• Flexible schedule
• Professional development assistance
• Referral program

Work Location: Remote