You decide what comes next.

Choose your career path.

We want to offer our team members personalized opportunities for growth, based on their level of experience.
There is always room for development.

Account Manager

The Account Manager will act as a key link between our company and our affiliates to implement training, track, and optimize our tax affiliate's production.

More than just a job.

We value partnership and flexibility.

Learn about the many benefits offered at PTS Financial Services.

Competitive Pay

Based upon experience.

401(K)

With matching contributions.

Health Insurance

Generous healthcare package.

Dental Insurance

Protect your overall health.

Vision Care Plan

Start seeing more clearly.

Life Insurance

Life insurance for you and your family.

Paid Time Off

Generous 4 weeks paid time off earned throughout the first year.

Internal Initiatives

Webinars, workshops, continuing education courses.

We want to create a workspace that

will make you proud.

At PTS, we work hard to create a welcoming space for the team, and we're happy to share the results. See what our past and current employees have to say about working at PTS.

"Great company with an excellent work environment. Hybrid work schedule and plenty of PTO a year! Taking care of your family is highly promoted here. PTS has what we call a "No Miss Policy." This is where you can go to things like your child's field trip and make up your hours later."

"My supervisors are awesome, understanding, and very fun to work with. I love working here. It is a great place to learn and work. Customers ask the same questions over and over but you know how to help them."

"I loved working for this company. They are awesome. I would go back if I could. I loved the tax support seasonal job they have. Overall this company is a good company to work for."

"I've been working at PTS for about a year and a half now and each day is different and exciting. My coworkers are easy and fun to work with. I am learning new things each day and my manager encourages continued education courses. Great environment to be a part of!"

Statement

of Principles

The basic value system of PTS is encompassed by certain principles and philosophies that govern the decisions our company and employees. These basic values should be adhered to in every decision and action we make so as to be consistent throughout PTS's operations and in the services we provide to our customers and affiliates.

We shall communicate with our superiors, peers, subordinates, and the public truthfully and accurately about every matter concerning info they need, or are entitled to. We shall not engage in, nor condone or tolerate deceptions or falsehoods by our peers or subordinates.

We shall treat the assets and resources of PTS to protect them against loss, waste, theft, misuse, or misappropriation for the personal benefit of any person or entity. We shall avoid any action or relationship which creates an actual or an appearance of a conflict of interest between our private interests and our official responsibilities on behalf of PTS.

We shall treat our superiors, subordinates, peers, and members of the public in a manner which reflects our respect for their inherent dignity and rights, with due consideration for their needs, and those of PTS in a manner which reveals our self-respect.

We shall perform our duties on behalf of PTS with the highest levels of care, competence, and efficiency that we can attain so that we will deliver to our client the products and service they deserve.

We shall maintain a working environment that is safe and healthy for all employees and clients of PTS.

We shall conduct ourselves and perform our duties on behalf of PTS in accordance with all applicable federal, state, and local laws and in keeping with PTS’s statement of policies, practices and procedures. We shall treat every person in a fair and just manner without regard to irrelevant criteria such as their race, creed, religion, age, gender, economic status or other protected category.

We shall value, support, and encourage all employees to achieve their fullest potential through education, training and discipline, by setting clear and uniform standards of excellence in performance and behavior, and through setting an example of such behavior and performance for all employees of PTS.

We shall seek to recruit, select, retain, promote, and offer employment opportunities to the candidates who are best qualified, based upon objective measurements of merit, and without regard to any person’s race, color, creed, religion, gender, national origin, non-disqualifying disability, political affiliation, status as a veteran or member of the United States Armed Forces, or any unlawful basis.

Start your career at PTS.

Let's improve the world together!

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