Tax Preparer Case Manager

Tax Debt Resolutions LLC; Phoenix (AZ); On-site; USD 45,000 - 65,000; 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. This role combines tax preparation with client case management; you will work directly with clients and the IRS to gather tax records, prepare returns, organize documentation, and help move cases toward resolution.

Ideal candidates have tax preparation experience and enjoy solving problems, working with clients, and contributing to a team that helps people resolve complex tax issues while

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.

Job description

Benefits:

• 401(k)
• Paid time off

About the Position

Tax Debt Resolutions LLC is looking for a detail-oriented Tax Preparer / Case Manager to join our growing team. This role combines tax preparation with client case management. You will work directly with clients and the IRS to gather tax records, prepare tax returns, organize documentation, and help move cases efficiently through our resolution process.

This is an excellent opportunity for someone with tax preparation experience who enjoys solving problems, working with clients, and being part of a team that helps people resolve complex tax issues.

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.

Qualifications

Required

• Previous professional tax preparation experience.