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Tax Preparer - 3

Optima Tax Relief's ("Optima") Tax Preparers work hard to achieve top quality tax resolution by getting clients into filing compliance with the IRS through quality tax preparation services. They play a vital role in providing tax compliance and reporting to our clients as they are primarily responsible for individual and corporate tax preparation. This team provides timely and accurate reports to address our clients' needs. They are comprised of various members, including Licensed Tax Preparers who are registered under the California Tax Education Council, as well as team members who serve as liaison between our clients and our Tax Preparation experts.

Optimas Tax Prepares play a vital role in providing tax compliance and reporting and are primarily responsible for individual and corporate tax preparation. They are relied upon to provide reports in a timely and accurate fashion to sustain the needs of Optima clients. They also work with various teams to deliver key components of Optimas various services to provide resolution to our clients!

  • Prepare Taxes in high quantity including, but not limited to, individual returns, Schedule C Forms, Amended Returns, Corporate Returns, Partnership Returns

  • Communicate with clients regularly telephonically or via email to respond to client inquiries from existing and provide case status updates

  • Collect and review client documents and ensure they are properly filed in the clients case file

  • Collaborate regularly with various Optima teams to deliver key components for Optimas services, including bringing clients to compliance with past due returns

  • Performs duties as assigned.


  • Bachelors degree in a related field from an accredited institution, or equivalent combination of education and experience.

  • Specialized, advanced knowledge in a field of science or learning customarily acquired only by a prolonged course of specialized intellectual instruction and study, as distinguished from a general academic education or from an apprenticeship. Field of science or learning: Active California Tax Education Council (CTEC) registration or Active IRS Enrolled Agent

  • 2 years relevant experience.

  • Experience with Lacerte Tax Preparation Software
  • Maintain active California Tax Education Council (CTEC) by completing required annual continued education and/or a 60 hr annual certification course approved by the IRS.

  • Have an active Tax Preparer bond from an insurance/surety agent during duration in role.

  • Maintain an active Preparer Tax Identification Number (PTIN) from the IRS during duration in role.

  • Strong Multitasker

  • Excellent Organizational, Time-management, Written, and Communication Skills

  • Meticulous Attention to Detail and High Sense of Accountability

  • Self-starter, industrious, and motivated

  • Proficient and comfortable with office equipment (Computer skills Microsoft Office, Outlook)

  • Ability to remain focused and Productive in a Fast-Paced Environment

  • Strong Work Ethic and Commitment to Excellence
Optima Tax Relief Glassdoor Company Review
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Optima Tax Relief DE&I Review
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CEO of Optima Tax Relief
Optima Tax Relief CEO photo
David King
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Quite simply…Our goal is to obtain the best possible result with your specific tax situation and allowing you to put this issue behind you.

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DATE POSTED
June 9, 2023

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