Tax Prep Support & Client Liaison

Five Star Tax Resolution, INC; Costa Mesa (CA); On-site; USD 28,000 - 39,000; Full time

Job summary

Five Star Tax Resolution, INC is seeking a Tax Prep Support Specialist to serve as the primary liaison between clients and the Tax Prep team, ensuring all documents and organizers are collected, reviewed and prepared for efficient returns.

You will maintain clear client communication, follow up on missing items, and keep meticulous CRM notes to support a smooth filing process in a fast-paced environment.

Qualifications

• Experience in office administration, document handling, tax support, client services, or a similar support role preferred
• Strong attention to detail and organizational skills
• Comfortable handling client communication by phone, text, and email
• Ability to manage follow up tasks and keep multiple files moving at once
• Basic computer skills and confidence using CRM systems and office tools
• Ability to review documents carefully for completeness and clarity
• Strong written and verbal communication skills
• Ability to work with urgency while maintaining accuracy
• Professionalism and confidentiality when handling client financial information
• Experience with Logics and Salesforce CRM systems is preferred

Responsibilities

• Serve as the primary point of contact for clients throughout the tax preparation process
• Communicate with clients regarding required tax preparation documents and information
• Answer general questions related to tax prep documentation
• Collect and organize required documents including income documents, tax organizers, schedules, and profit and loss statements for self employed clients
• Review documents for completeness, readability, and relevance before submission
• Track outstanding document needs for each file and actively follow up until complete
• Prepare and organize files for handoff to the Tax Prep team
• Handle additional document requests and updates from the Tax Prep team
• Relay important updates, missing items, and concerns internally when needed
• Maintain detailed and accurate CRM notes for all communication, follow ups, pending items, and documents received
• Support smooth pipeline movement by ensuring files are fully prepared without unnecessary delay

Job description

Five Star Tax Resolution, INC is seeking a Tax Prep Support Specialist to serve as the primary liaison between clients and the Tax Prep team, ensuring all documents and organizers are collected, reviewed and prepared for efficient returns.

You will maintain clear client communication, follow up on missing items, and keep meticulous CRM notes to support a smooth filing process in a fast-paced environment.