Tax Preparer

About The Role

FreshTax is seeking an experienced Tax Preparer to join our team. In this role, you will prepare and review tax returns for individuals and businesses, analyze financial information, and ensure compliance with current tax laws and regulations. You will also work closely with our internal teams to support clients involved in tax resolution matters. This role is ideal for someone who is detail-oriented, knowledgeable in tax preparation, and comfortable working directly with clients.

What You'll Do

• Tax Preparation: Prepare and review federal and state tax returns for individuals and businesses
• Ensure returns are accurate and compliant with current tax regulations
• Financial Analysis: Review financial documents to identify deductions, credits, and potential tax savings
• Analyze financial information to ensure proper reporting
• Client Support: Communicate with clients to collect tax documentation
• Explain tax filing requirements and answer client questions
• Compliance & Documentation: Maintain accurate records within the CRM and tax preparation software
• Ensure all documentation is organized and properly filed
• Team Collaboration: Work closely with case managers and internal teams
• Aid with tax-related tasks that support client resolution cases

What You'll Need

• Active CTEC certification or Enrolled Agent license
• Valid PTIN
• Minimum 2 years of tax preparation experience
• Strong understanding of federal and state tax regulations
• Experience with tax preparation or accounting software
• Strong attention to detail and organizational skills
• Ability to manage multiple returns and deadlines
• Strong written and verbal communication skills
• Proficiency with Excel and common accounting tools

What We Offer

• Competitive compensation
• Consistent client volume
• Administrative support
• Opportunities for growth within the company
• Collaborative team environment

Work Schedule

Monday – Friday
Full-time

Location

On-site at our Santa Ana, CA office

Equal Opportunity Employer

FreshTax is an equal opportunity employer committed to maintaining an inclusive workplace for all employees.