Client-Focused Tax Preparer & Case Manager

Tax Debt Resolutions LLC; Phoenix (AZ); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

401(k)

Paid time off

Job summary

Tax Debt Resolutions LLC is seeking a detail-oriented Tax Preparer / Case Manager to join our growing team in Phoenix. The role blends tax preparation with direct client interaction and case management through the IRS resolution process.

You will gather records, prepare returns (including Schedule C and certain corporate filings), organize documentation, and collaborate with Enrolled Agents to move cases toward resolution. Excellent communication and confidentiality are essential.

Qualifications

• Previous professional tax preparation experience.

Responsibilities

• Prepare individual and business tax returns accurately and efficiently.
• Retrieve IRS tax records, transcripts, and account information.
• Communicate with the IRS by phone to obtain client information and resolve account issues.
• Request, organize, and process client documentation.
• Review financial documents for completeness and accuracy.
• Prepare Schedule C returns for self-employed individuals.
• Assist with corporate tax return preparation (1120, 1120-S, 1065 preferred).
• Maintain detailed case notes and ensure client files remain organized.
• Follow up with clients regarding outstanding documentation.
• Work closely with Enrolled Agents and other team members to move cases toward resolution.
• Maintain confidentiality while handling sensitive financial information.

Skills

Tax preparation

Job description

Tax Debt Resolutions LLC is seeking a detail-oriented Tax Preparer / Case Manager to join our growing team in Phoenix. The role blends tax preparation with direct client interaction and case management through the IRS resolution process.

You will gather records, prepare returns (including Schedule C and certain corporate filings), organize documentation, and collaborate with Enrolled Agents to move cases toward resolution. Excellent communication and confidentiality are essential.