Tax Preparer & Case Manager — IRS & Client Resolution

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

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.