Tax Preparer 3: High-Volume Returns & IRS Compliance

Optima Tax Relief; Santa Ana (CA); On-site; USD 28,000 - 30,000; Full time

Job summary

Optima Tax Relief, LLC in Santa Ana, CA is seeking a Tax Preparer 3 to join our team. The role focuses on preparing high volumes of tax returns and ensuring IRS filing compliance for individuals, corporations, and payroll, with onsite training required for up to 5 days.

The position reports to the Tax Prep Quality Coordinator and involves coordinating with various teams to deliver services while maintaining data security and accuracy.

Qualifications

• 3 years relevant experience with 1040 individual returns, Schedule C forms, amended returns, corporate returns, and partnership returns.
• Experience with Lacerte Tax Preparation Software.
• Active California Tax Education Council (CTEC) registration or Active IRS Enrolled Agent.
• Active Preparer Tax Identification Number (PTIN) from the IRS during duration in role.
• Active Tax Preparer bond from an insurance/surety agent during duration in role.

Responsibilities

• Prepare taxes in high quantity including 1040, Schedule C, amended, corporate and partnership returns.
• Communicate with members regularly by phone or email to respond to inquiries and provide case status updates.
• Collect and review member documents and ensure proper filing in the case file.
• Collaborate with Optima teams to deliver components for services and bring members to compliance with past due returns.
• Follow security protocols to protect member PII.
• Complete essential onsite training as required.

Skills

Tax preparation

Multi-tasking

Time management

Communication

Attention to detail

Tools

Lacerte Tax Preparation Software

Job description

Optima Tax Relief, LLC in Santa Ana, CA is seeking a Tax Preparer 3 to join our team. The role focuses on preparing high volumes of tax returns and ensuring IRS filing compliance for individuals, corporations, and payroll, with onsite training required for up to 5 days.

The position reports to the Tax Prep Quality Coordinator and involves coordinating with various teams to deliver services while maintaining data security and accuracy.