The Role
Prepare high-volume individual tax returns (1040, amended, state), review transcripts and client documents, communicate case status to clients, collaborate cross-functionally to achieve filing compliance, and follow security protocols to protect PII.
Summary Generated by Built In
POSITION SUMMARY The Tax Preparer 1 position for Optima Tax Relief, LLC (“Optima”) is located in either the Santa Ana, California or the Chandler, Arizona office and reports to either the Tax Prep Team Lead or the Tax Prep Manager. Tax Preparers work hard to achieve top-quality tax resolution by getting clients into filing compliance with the IRS through quality tax preparation services. They play a vital role in providing tax compliance and reporting and are primarily responsible for preparing all tax returns for individuals and putting the client in compliance with the IRS and/or Franchise Tax Boards. This role will contact clients to verify information, will review transcripts, and client tax documents. They are relied upon to provide reports in a timely and accurate fashion to sustain the needs of Optima clients. They also work with various teams to deliver key components of Optima’s various services to provide resolution to our clients. This role must also champion Optima’s culture and Core Values and help to deliver the best customer experience. ESSENTIAL DUTIES & RESPONSIBILITIES
The essential functions include, but are not limited to the following:
The essential functions include, but are not limited to the following:
- Prepare tax returns in high quantity including 1040 individual tax returns, amended returns, and state returns.
- Communicate with clients regularly telephonically or via email to respond to client inquiries and provide case status updates.
- Collect and review client documents and ensure they are properly filed in the client’s case file.
- Collaborate regularly with various Optima teams to deliver key components for Optima’s services, including bringing clients to compliance with past due returns.
- Follow company protocols to ensure the highest level of security to protect the client Personal Identifiable Information (PII).
- Other duties as assigned.
Skills Required
- 2 years' tax experience preparing 1040 individual tax returns
- Thorough knowledge of preparing 1040 individual tax returns
- Maintain active California Tax Education Council (CTEC) certification with required continuing education
- Maintain an active IRS Preparer Tax Identification Number (PTIN) during employment
- Maintain an active Tax Preparer bond from an insurance/surety agent during employment
- Complete all essential/initial onsite training (up to 5 business days)
- Proficient with Microsoft Office and Outlook and comfortable with office equipment
- Experience with Lacerte Tax Preparation Software
- Excellent organizational, time-management, written, and communication skills
- Strong ability to multi-task and attention to detail
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The Company
What We Do
Optima Tax Relief is a leading tax resolution firm dedicated to helping individuals and businesses resolve unmanageable IRS and state tax liabilities. Specializing in tax relief assistance programs, the company provides full-service resolution services, including tax negotiations and audit defense, to help clients overcome financial hardships and secure a better financial future.
