Tax Preparer 3

Optima Tax ReliefSanta Ana, CA

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

On-site

Benefits

Career Development

Job Description

POSITION SUMMARY

The Tax Preparer 3 position for Optima Tax Relief, LLC ("Optima") is located in the Santa Ana, California office and reports to the Tax Prep Quality Coordinator. Tax Preparers work hard to achieve top-quality tax resolution by getting members into filing compliance with the IRS through quality tax preparation services. They play a vital role in providing tax compliance and reporting and are primarily responsible for preparing all tax returns for individuals, corporations, and payroll, putting the member in compliance with the IRS and/or Franchise Tax Boards. This role will contact members to verify information, will review transcripts, and member tax documents. They are relied upon to provide reports in a timely and accurate fashion to sustain the needs of Optima members. They also work with various teams to deliver key components of Optima's various services to provide resolution to our members. This role must also champion Optima's culture and Core Values and help to deliver the best customer experience.

ESSENTIAL DUTIES & RESPONSIBILITIES

The essential functions include, but are not limited to the following:

Prepare Taxes in high quantity including, but not limited to, 1040 individual returns, Schedule C forms, amended returns, Corporate returns, Partnership returns.
Communicate with members regularly telephonically or via email to respond to member inquiries from existing and provide case status updates.
Collect and review member documents and ensure they are properly filed in the member's case file.
Collaborate regularly with various Optima teams to deliver key components for Optima's services, including bringing members to compliance with past due returns.
Follow company protocols to ensure the highest level of security to protect the member Personal Identifiable Information (PII).
Other duties as assigned.

In order to be provided the essential training required to be successful in this role, it is mandatory that you are present for and complete all essential/initial training onsite for up to 5 business days (unless prior management approval is provided). Please note that additional onsite training may be required depending on business need.

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FAQs About Tax Preparer 3 Jobs at Optima Tax Relief

What is the work location for this position at Optima Tax Relief?

This job at Optima Tax Relief is located in Santa Ana, CA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Optima Tax Relief?

Employer has not shared pay details for this role.

What employment applies to this position at Optima Tax Relief?

Optima Tax Relief lists this role as a Full-time position.

What experience level is required for this role at Optima Tax Relief?

Optima Tax Relief is looking for a candidate with "Senior-level" experience level.

What benefits are offered by Optima Tax Relief for this role?

Optima Tax Relief offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Optima Tax Relief?

You can apply for this role at Optima Tax Relief either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.