Tax Preparer 3

About the Role

This Tax Preparer 3 position at Optima Tax Relief, LLC is based in the Santa Ana, California office and reports to the Tax Prep Quality Coordinator. Tax Preparers ensure top-quality tax resolution by bringing members into filing compliance with the IRS through quality tax preparation services. The role involves preparing tax returns for individuals, corporations, and payroll, reviewing transcripts and member tax documents, and collaborating with various teams to deliver key components of Optima’s services. This position champions Optima’s culture and Core Values while delivering the best customer experience.

Mandatory onsite training for up to 5 business days (or as approved by management) is required to complete essential training for this role. Additional onsite training may be required based on business needs.

Responsibilities

• Prepare a high volume of tax returns, including 1040 individual returns, Schedule C forms, amended returns, corporate returns, and partnership returns.
• Communicate with members regularly via phone or email to respond to inquiries and provide case status updates.
• Collect and review member documents, ensuring proper filing in the member’s case file.
• Collaborate with various Optima teams to deliver key components of Optima’s services, including bringing members into compliance with past due returns.
• Follow company protocols to ensure the highest level of security for member Personal Identifiable Information (PII).
• Perform other duties as assigned.

Requirements

• 3 years of relevant experience with 1040 individual tax returns, Schedule C forms, amended returns, corporate returns, and partnership returns.
• Experience with Lacerte Tax Preparation Software (preferred).
• Active California Tax Education Council (CTEC) registration or Active IRS Enrolled Agent status.
• Active Preparer Tax Identification Number (PTIN) from the IRS for the duration of the role.
• Active Tax Preparer bond from an insurance/surety agent for the duration of the role.

Skills

• Thorough knowledge of preparing 1040 individual tax returns, Schedule C forms, amended returns, corporate returns, and partnership returns.
• Strong ability to multi-task in a fast-paced, high-energy environment.
• Excellent organizational, time-management, written, and communication skills.
• Meticulous attention to detail and a high sense of accountability.
• Self-starter with a proactive, industrious, and motivated attitude.
• Proficient with office equipment and software (Microsoft Office, Outlook).
• Positive mindset and a "get-it-done" attitude.