Start Your Career as a Tax Professional | Pearson Financial Services
Pearson Financial Services

Start Your Career as a Tax Professional

Pearson Financial Services is looking for motivated individuals who want a rewarding income opportunity in the tax industry. No prior experience is required, training, support, and a clear onboarding pathway are provided.

Our Process

How You Join the Team

A simple four-step process designed to get you from application to earning with clarity and confidence.

Step 1
📝
Apply Online
Submit your application with basic details, work preferences, and your interest in becoming a tax professional.
Step 2
💬
Interview & Fit
Meet with our team to discuss expectations, schedules, and how PFS supports you during tax season.
Step 3
🎓
Training Access & Certification
Complete our training modules, get guidance on required registrations, and learn our systems step-by-step.
Step 4
💰
Start Serving Clients & Earning
Begin preparing returns with support, tools, and mentorship as you grow your book of clients.
Why Join Us

What You Gain as a PFS Tax Professional

You’re not just another preparer, you’re part of a team that wants you to win, grow, and build long-term income.

Training & Support

🎓

Comprehensive Training & Hands On Support

Learn at your pace with guided training, live support, and resources to help you feel confident before and during tax season.

💻

Professional Tax Software & Systems

Access the tools you need to prepare clean, compliant returns, without having to invest in expensive software on your own.

👥

Supportive, Growth-Minded Community

Collaborate with a team that shares tips, celebrates wins, and motivates you to become better every season.

Income & Flexibility

Set Your Own Schedule

Work part time, evenings, or weekends. Build your income around your lifestyle, not the other way around.

💰

Competitive Commission Structure

Earn based on performance with transparent splits and opportunities to grow your client base each year.

📊

Clear, Transparent Compensation

No guesswork, understand how you’re paid, when you’re paid, and what you can do to increase your earnings.

Leadership You Can Trust

Leadership

Meet the Founder and Our Team

Keshmere Pearson

Founder, Pearson Financial Services

Keshmere Pearson built Pearson Financial Services to give individuals and families a professional, trustworthy tax experience and to create meaningful earning opportunities for motivated team members.

With a focus on service, accuracy, and integrity, our team supports each preparer with training, guidance, and systems that make it easier to succeed, even if you’re new to the industry.

At PFS, you’re never left alone to figure things out there is always support available when you have questions or need a second set of eyes.
Keshmere Pearson headshot

A Collaborative Team Environment

Supported by a growing team of tax professionals, client care specialists, and operations staff, PFS offers a collaborative environment where you’re encouraged to ask questions, grow your skills, and build a long term career in tax preparation.

Pearson Financial Services team working together
FAQ

Frequently Asked Questions

Keep your existing FAQ wording and simply replace the questions and answers below with your final copies if needed. The accordion is fully working.

No prior tax preparation experience is required. We provide training, guidance, and resources to help you understand the basics of tax filing and our systems before you begin serving clients.

A PTIN is required to prepare federal tax returns. If you don’t already have one, we’ll walk you through how to apply and when to complete this step during onboarding.

Training is provided through our internal resources and partner programs. Some third party courses or certifications may have separate costs, which will be explained clearly before you enroll.

You will receive access to our approved tax software and tools once you are onboarded. You do not need to purchase separate professional software on your own.

Compensation is commission-based with transparent splits that reward performance and client retention. Exact percentages and examples will be reviewed with you during the interview and onboarding process.

Yes. Our roles are designed to be flexible and remote friendly. You can work from home and choose a schedule that aligns with your other responsibilities while still meeting client needs.

Team Stories

What Our Team Members Are Saying

Hear from current PFS tax professionals who started where you are now and built rewarding roles with our support.

“I came in with no prior tax experience, and the training plus mentorship helped me feel confident taking on real clients by the time season started.”

A. Williams
PFS Tax Professional

“The flexibility has been huge for me. I can work evenings and weekends around my full-time job and still earn meaningful extra income.”

J. Martinez
PFS Tax Professional

“Any time I get stuck on a return, there’s someone I can reach out to. I never feel like I’m on my own when it really matters.”

S. Brown
PFS Tax Professional

Ready to Start Your Career as a Tax Professional?

If you’re coachable, detail oriented, and eager to build a flexible income, we’d love to learn more about you. Take the first step and submit your application today.