Tax Preparer

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🏄 California – Remote

🏄 California – Remote

💵 $19 - $20 / month

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Tax

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Optima Tax Relief

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2011

💸 Finance

📋 Compliance

Finance • Compliance

Optima Tax Relief is a U. S. -based tax resolution firm that helps individuals and businesses resolve IRS and state tax liabilities. Its team of tax attorneys and licensed tax professionals provides services including tax negotiation and settlement (offers in compromise), audit representation, wage garnishment relief, penalty abatement, installment plans, payroll tax negotiation, unfiled returns assistance, and other IRS collections work. The company markets free consultations, client protection during investigations, and various protection plans, and highlights accreditation, customer-service awards, and billions in liabilities resolved for clients.

📋 Description

• Prepare tax returns in high quantity including 1040 individual tax returns, amended returns, and state returns. • Communicate with clients regularly telephonically or via email to respond to client inquiries and provide case status updates. • Collect and review client documents and ensure they are properly filed in the client’s case file. • Collaborate regularly with various Optima teams to deliver key components for Optima’s services, including bringing clients to compliance with past due returns. • Follow company protocols to ensure the highest level of security to protect the client Personal Identifiable Information (PII).

🎯 Requirements

• 2 years' tax experience with 1040 individual tax returns. • Experience with Lacerte Tax Preparation Software, a plus. • Maintain active California Tax Education Council (“CTEC”) by completing required annual continued education and training. • Maintain an active Preparer Tax Identification Number (PTIN) from the IRS during duration in role. • Have an active Tax Preparer bond from an insurance/surety agent during duration in role.