Tax Preparer / Case Manager

Tax Debt Resolutions LLC; Phoenix (AZ); In loco; USD 29.000 - 39.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k)

Paid time off

Descrizione del lavoro

Tax Debt Resolutions LLC is seeking a detail-oriented Tax Preparer / Case Manager to join our growing team in Phoenix, AZ. The role blends tax preparation with client case management, working directly with clients and the IRS to gather records, prepare returns, and move cases toward resolution.

This position is ideal for someone with tax preparation experience who enjoys solving problems, client interaction, and contributing to a team focused on resolving complex tax issues.

Competenze

• Professional tax preparation experience.
• Strong understanding of individual income tax returns.
• Experience preparing Schedule C returns.
• Excellent organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Comfortable speaking with the IRS over the phone.
• Ability to manage multiple cases simultaneously.
• Proficient with Microsoft Office and general computer applications.

Mansioni

• 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.

Conoscenze

Tax prep

IRS communication

Schedule C

Organizational skills

Microsoft Office

Bilingual English/Spanish

Strumenti

Drake Tax

Descrizione del lavoro

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.
• Strong understanding of individual income tax returns.
• Experience preparing Schedule C returns.
• Excellent organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Comfortable speaking with the IRS over the phone.
• Ability to manage multiple cases simultaneously.
• Proficient with Microsoft Office and general computer applications.

Preferred

• Corporate tax preparation experience (Forms 1120, 1120-S, and/or 1065).
• Experience using Drake Tax or similar tax software.
• English and Spanish bilingual.
• IRS representation or tax resolution experience.
• Enrolled Agent credential or working toward it.

What We're Looking For

The ideal candidate is:

• Highly organized and dependable
• Comfortable communicating with clients and government agencies
• A self-starter who can work independently
• Professional and courteous
• Committed to accuracy and quality
• Interested in growing with a rapidly expanding tax resolution firm

Compensation & Benefits

• $25.00 per hour
• Full-time, in-office position
• Monday–Friday schedule
• Opportunities for advancement and professional growth
• Supportive team environment
• Ongoing training in tax resolution and IRS procedures