Optima Tax Reliefposted 10 months ago
$41,600 - $43,680/Yr
Full-time
Santa Ana, CA
Professional, Scientific, and Technical Services

About the position

The Tax Preparer 1 position for Optima Tax Relief, LLC is a full-time role located in either the Santa Ana, California or the Chandler, Arizona office. This position is crucial for achieving top-quality tax resolution by ensuring clients are in filing compliance with the IRS through quality tax preparation services. Tax Preparers are responsible for preparing all tax returns for individuals, including 1040 individual tax returns, amended returns, and state returns. They play a vital role in providing tax compliance and reporting, which is essential for the clients' adherence to IRS and Franchise Tax Board regulations. In this role, Tax Preparers will contact clients to verify information, review transcripts, and assess client tax documents. They are expected to provide timely and accurate reports to meet the needs of Optima clients. Additionally, they will collaborate with various teams within the company to deliver key components of Optima's services, ensuring that clients achieve compliance with any past due returns. Tax Preparers must also embody Optima's culture and Core Values, striving to deliver the best customer experience possible. To be successful in this role, it is mandatory for candidates to complete all essential training onsite for up to 5 business days, unless prior management approval is provided. Additional onsite training may be required based on business needs. This position reports to either the Tax Prep Team Lead or the Tax Prep Manager, emphasizing the importance of teamwork and communication within the organization.

Responsibilities

  • Prepare tax returns in high quantity including 1040 individual tax returns, amended returns, and state returns.
  • Communicate with clients regularly via telephone or email to respond to 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 client Personal Identifiable Information (PII).
  • Complete other duties as assigned.

Requirements

  • 2 years' tax experience with 1040 individual tax returns.
  • Experience with Lacerte Tax Preparation Software is a plus.
  • Maintain active California Tax Education Council (CTEC) by completing required annual continued education and training.
  • Maintain an active Preparer Tax Identification Number (PTIN) from the IRS during the duration in the role.
  • Have an active Tax Preparer bond from an insurance/surety agent during the duration in the role.

Nice-to-haves

  • Thorough knowledge of how to prepare 1040 individual tax returns.
  • Strong ability to multi-task.
  • Excellent organizational, time-management, written, and communication skills.
  • Meticulous attention to detail and high sense of accountability.
  • Self-starter, industrious, and motivated.
  • A positive mindset and 'get-it-done' attitude.
  • Able to work in a fast-paced, high-energy environment.
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