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Tax Preparer I

Company: Optima Tax Relief
Location: Chandler
Posted on: June 12, 2021

Job Description:

Optima Tax Relief's ("Optima") Tax Preparers work hard to achieve top-quality tax resolution by getting clients into filing compliance with the IRS and/or the designated Franchise Tax Board through accomplishing quality tax preparation services. They play a vital role in the client's life cycle and are primarily responsible for completion of any unfiled or amended required tax years. This team provides timely and accurate assessment of our clients' needs. They are comprised of various members, including Licensed Tax Preparers who are registered under the California Tax Education Council. They also work alongside team members who serve as the liaison between our clients and our Tax Preparation experts and our Tax Preparation Fulfillment team who prioritize in filing all returns to the intended IRS/Franchise Tax Board parties.

  • Prepare Taxes 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 from existing 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
  • Performs duties as assigned


  • Specialized, advanced knowledge in a field of science or learning customarily acquired only by a prolonged course of specialized intellectual instruction and study, as distinguished from a general academic education or from an apprenticeship. Field of science or learning: Active California Tax Education Council ("CTEC") registration or Active IRS Enrolled Agent
  • 1 year tax experience.
  • Experience with Lacerte Tax Preparation Software
  • Maintain active California Tax Education Council ("CTEC") by completing required annual continued education and training
  • Strong Multitasker
  • Excellent Organizational, Time-management, Written, and Communication Skills
  • Meticulous Attention to Detail and High Sense of Accountability
  • Self-starter, industrious, and motivated
  • Proficient and comfortable with office equipment (Computer skills - Microsoft Office, Outlook)
  • Ability to remain focused and Productive in a Fast-Paced Environment
  • Strong Work Ethic and Commitment to Excellence

Keywords: Optima Tax Relief, Chandler , Tax Preparer I, Other , Chandler, Arizona

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