Tax Preparer

Optima Tax Relief is a tax resolution (tax representation) firm that helps people solve their IRS tax problems. We work to build relationships with our clients and the IRS alike so we can offer representation to taxpayers with a variety of tax complaints. Our potential clients are in need of a number of services, including but not limited to the following:

  • Help with IRS tax audits
  • Filing past-due tax returns
  • Removing an IRS levy or federal tax lien
  • Setting up tax payment plans
  • Removing wage garnishment
  • Filing an offer in compromise


Ranked #1 Financial Services Company by Inc. Magazine

Orange County Business Journal Best Places to Work from 2011-2015

Orange County Register Top Workplaces 2017

JOB RESPONSIBILITIES & REQUIREMENTS

As a Tax Preparer, you will:
  • Prepare Taxes in high quantity (Individual, Sch. C, Amended Returns, etc.)
  • Required CTEC Licensed & PTIN (Active/Current)
  • Respond to inquiries from existing clients and receive inbound calls for status updates
  • Prioritize case load and assignments
  • Collect and scan documents into Client's case file
  • Multitask while working with customers and navigating our computer systems.
  • Excellent organizational, written, and communication skills
  • Proficient and comfortable with office equipment (Computer skills - Microsoft Office, Outlook)
  • Remain focused and productive in a fast-paced environment
  • At least 2 years corporate tax experience
  • Work schedule set by supervisor (Monday-Friday different shifts between 7am-6pm)


COMPENSATION /BENEFITS
  • $15/hr + commission
  • Medical
  • Dental
  • Vision
  • 401(K) with Company Match
  • Life & Supplemental Insurance
  • Paid Time Off (Vacation, Sick, Holidays, Optional)
  • Potential to grow within the company!


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