Tax Prep Support & Document Liaison

Five Star Tax Resolution; Costa Mesa (CA); On-site; USD 42,000 - 62,000; Full time

Job summary

Five Star Tax Resolution in Costa Mesa, CA is seeking a Tax Prep Support Specialist to manage client communications and document collection for tax returns. This role acts as the liaison between clients and the Tax Prep team to ensure all required documents and schedules are gathered, reviewed, and prepared for handoff.

The ideal candidate is highly organized, detail-oriented, and capable of maintaining accurate CRM notes while following up on missing items.

Qualifications

• Experience in office administration or support roles.
• 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.
• 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 Salesforce or Logics CRM preferred.

Responsibilities

• Serve as the primary contact for clients throughout the tax preparation process.
• Communicate with clients regarding required tax documents and information.
• Answer general questions related to tax prep documentation.
• Collect and organize required documents (income docs, organizers, schedules, P&L for self-employed).
• Review documents for completeness, readability, and relevance before submission.
• Track outstanding document needs and follow up until complete.
• Prepare and organize files for handoff to the Tax Prep team.
• Relay updates and concerns internally as needed.
• Maintain detailed CRM notes for all communications and documents.
• Ensure files progress smoothly without delays.

Skills

Client communication

Organizational skills

Follow-up management

Detail-oriented

Confidentiality

Written and verbal communication

Urgency with accuracy

Professionalism

CRM experience

Tools

Salesforce

Logic s CRM

Job description

Five Star Tax Resolution in Costa Mesa, CA is seeking a Tax Prep Support Specialist to manage client communications and document collection for tax returns. This role acts as the liaison between clients and the Tax Prep team to ensure all required documents and schedules are gathered, reviewed, and prepared for handoff.

The ideal candidate is highly organized, detail-oriented, and capable of maintaining accurate CRM notes while following up on missing items.