Tax Preparer, Client Services

This is a fully remote position, open to applicants in Arizona.

📋 Description

• Review and authenticate client tax documents, such as W-2s, 1099s, prior-year returns, IRS notices, business income statements, and records of asset or property transactions.

• Evaluate the completeness of files and their readiness for tax preparation, ensuring that all necessary documentation is accurate and present.

• Proactively reach out to clients through phone, email, and CRM tasks to obtain any missing or incomplete information.

• Act as a reliable point of contact for clients throughout the documentation and readiness stages.

• Clarify documentation requirements, timelines, and subsequent steps using language that is easy for clients to understand.

• Keep thorough case notes, track documents, and log follow-up activities within the CRM system.

• Manage a specific caseload while meeting expectations related to quality, timeliness, and productivity.

• Collaborate closely with Tax Preparers to facilitate efficient preparation and filing by providing complete, organized, and accurate files.

• Refer complex or atypical tax situations to leadership or licensed preparers when necessary.

• This position does not involve the preparation or filing of tax returns.

⛳️ Requirements

• Current CTEC registration or PTIN/CAF number.

• A minimum of 1 year of practical experience in tax preparation or tax documentation review.

• Strong familiarity with common tax forms, including W-2s, 1099s, prior-year returns, and IRS notices.

• Experience assisting self-employed individuals, business owners, or clients involved in property or asset sales is highly preferred.

• Exceptional attention to detail and the ability to identify missing or inconsistent tax information.

• Professional and confident verbal and written communication skills.

• Capability to manage multiple cases in a fast-paced, deadline-oriented environment.

• Proficiency in using CRM systems and document management tools.

• A client-first mentality with the ability to balance empathy and accountability.

• Candidates must be residents of Arizona (AZ).

• Full-time availability of 40 hours per week is required.

• Occasional overtime may be needed depending on business demands.

🏝️ Benefits

• Medical, Dental, and Vision Insurance (effective after 60 days).

• Paid Time Off.

• 401(k) retirement plan with company matching.

• Professional Development Program to foster your growth.

• Access to an on-site gym and gaming lounge.

• Catered team lunches every Friday.

• Exciting and engaging quarterly company outings.

• Monthly bonus potential ranging from $1,500 to $2,500.

• Occasional overtime pay may be available based on business needs.