Employment Application

01

Position & contact information

Tell us what role you are applying for and how to reach you.

Position applied for *

Application date

Employment type requested *

First name *

Last name *

Preferred name

Phone *

Email *

Preferred contact method

Street address

City

State

ZIP

02

Work authorization & requirements

I am at least 18 years old *

I am authorized to work in the United States *

Reliable transportation

Can work remotely if required

Earliest available start date

Desired pay or compensation

Emergency contact

Name

Relationship

Phone

Alternate phone

03

Tax experience & qualifications

PTIN status

PTIN (if applicable)

PTIN expiration / renewal status

Associated with an EFIN?

ERO experience?

Other credentials (EA, CPA, AFSP, state license, certifications)

Years preparing taxes

Returns prepared last season

Largest seasonal volume

Return types prepared

Tax software used (include proficiency level)

Tax courses, IRS continuing education, or due-diligence training completed

Skills

Languages spoken and level of fluency

Why are you interested in joining Pathway Tax Solutions?

04

Employment, education & reference

Most recent employer

Company / organization

Phone

Job title

Supervisor

Dates employed

Starting / ending pay

Primary duties

Reason for leaving

Previous employer

Company / organization

Phone

Job title

Supervisor

Dates employed

Starting / ending pay

Primary duties

Reason for leaving

Education

School / institution

City / state

Diploma, degree, certificate, or field of study

Completed?

Professional reference

Name

Professional relationship

Phone

Email

05

Schedule & business development

Tax-season schedules may include evenings, weekends, peak filing dates, and mandatory training.

Monday availability / restrictions

Tuesday availability / restrictions

Wednesday availability / restrictions

Thursday availability / restrictions

Friday availability / restrictions

Saturday availability / restrictions

Sunday availability / restrictions

Available eveningsAvailable weekendsAvailable during peak weeks

Known dates unavailable or scheduling limitations

Can attend required training and meetings?

Understand client development may be part of the role?

How would you build and maintain a client base?

Professional goals for the upcoming tax season

06

Disclosures & certification

Answering Yes does not automatically disqualify an applicant. Do not include sealed or expunged matters unless disclosure is legally required.

Offense relevant to financial trust, identity, fraud, theft, or duties of the position?

Unresolved federal/state tax-filing, tax-payment, PTIN, EFIN, or preparer-compliance issues?

Disciplined, suspended, barred, or denied by the IRS, state taxing authority, or professional licensing body?

Terminated or asked to resign because of dishonesty, confidentiality, financial handling, or client-data concerns?

If Yes to any question, explain

Referred by (optional)

Applicant signature — type full legal name *

Date

Ready to submit?Review your application for completeness before sending.

Tell us about your experience and availability.

Position & contact information

Work authorization & requirements

Emergency contact

Tax experience & qualifications

Employment, education & reference

Most recent employer

Previous employer

Education

Professional reference

Schedule & business development

Disclosures & certification

How can we help?