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Appointments only · Year-round service · 365 days

Build your future with our team

Tax professional opportunities & training

Bring your commitment to accurate work, clear communication, and client care. Explore independent tax-preparer opportunities with Ross & Associates Tax Office.

Support for your next step

Training is available at no charge for selected team members. Mason and Daisy will explain the required lessons, preparation standards, and office procedures.

Training participation does not guarantee an offer, client assignment, or authorization to prepare or transmit returns.

Clear expectations

We value careful interviews, documented due diligence, secure handling of client records, and timely follow-through.

Role, availability, compensation, applicable fees, and individual agreement terms are confirmed during the hiring process.

01 · Introduce yourself

Complete the application below with your contact information and optional résumé. Our team will discuss your experience, availability, and training needs during review. Please do not include a Social Security number, banking information, or identity documents.

Start your application

02 · Meet with our team

We will explain the opportunity, discuss your experience and goals, and confirm whether to move to the next step.

Watch for interview instructions by email. Check Spam and Junk if a message is missing.

03 · Complete onboarding

If selected, follow your personalized offer and agreement instructions. Submit requested tax and identity records only through the secure method provided.

Read the blank contractor agreement below to understand the packet; Mason or Daisy will confirm your assigned terms.

Read contractor agreement

04 · Train and prepare for access

After Mason or Daisy approves your completed onboarding, receive Tax Office Academy and private community access. Complete Welcome, Client Interview & Preparer Due Diligence, W-4, the assigned knowledge checks, and Software Demo Exercises 01–10 in order. Exercises 11–27 provide optional additional practice.

Your employee CRM account is limited to assigned clients and the tools needed to serve them. Mason personally provides live tax-software access after training and final review. Staff prepare returns only; transmission and e-file must be disabled. Every return goes to Mason or Daisy for review.

View onboarding steps

Ross & Associates Tax Office · Careers

Apply to join our team

Tell us how to reach you and upload your résumé if available. Training is available at no charge for selected team members. Submitting an application does not guarantee an offer or grant access to client records.

Please do not enter Social Security numbers, banking information, identity documents, or taxpayer records. Both messaging consent boxes are optional.

Open application separately

After submitting, check your inbox, Spam, and Junk for your receipt email. Our team will review your application and contact you about the next step.

Questions about joining us?

Contact employment@rossandassociates-taxoffice.com or call/text our VIP line. Our hiring team will explain the next steps and the secure way to provide any additional records.

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