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 application02 · 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 agreement04 · 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 stepsRoss & 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.