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Tax preparer Jobs in Orange, CA

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Tax preparer • orange ca

Last updated: 22 hours ago
  • Promoted
Tax Preparer 3

Tax Preparer 3

Optima Tax ReliefSanta Ana, CA, United States
Full-time
The Tax Preparer 3 position for Optima Tax Relief, LLC ("Optima") is located in the Santa Ana, California office and reports to the Tax Prep Quality Coordinator. Tax Preparers work hard to achieve t...Show moreLast updated: 8 days ago
  • Promoted
Experienced Tax Preparer

Experienced Tax Preparer

Jackson Hewitt COOBrea, CA, United States
Full-time +1
Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level.You will provide exceptional client service while. Don't miss out on this opportunity to.S...Show moreLast updated: 8 days ago
Bookkeeping / Tax Preparer

Bookkeeping / Tax Preparer

Cirigliano Law FirmOrange, CA, US
Full-time +1
We are looking for a skilled tax preparer to review tax returns for our clients.You will be responsible for preparing individual and business tax returns, including items such as sales tax, income ...Show moreLast updated: 7 days ago
  • Promoted
Tax Manager - General Tax

Tax Manager - General Tax

VeracityTustin, CA, US
Full-time
Tax Manager - General Tax Onsite.Hybrid Needs to be close to work onsite or hybrid (hybrid is 3 days in office and 2 days at home) Tustin, CA. What are the 3-4 non-negotiable requirements of this po...Show moreLast updated: 30+ days ago
  • Promoted
Tax Preparer

Tax Preparer

FreshTaxSanta Ana, CA, United States
Full-time
Tax Preparer - Join the FreshTax Team!.Are you someone who finds joy in spreadsheets and sees tax codes as puzzles waiting to be solved? If so, FreshTax has the ultimate mission for you! We're sear...Show moreLast updated: 8 days ago
Tax Preparer LII

Tax Preparer LII

Guardian TaxIrvine, California, United States
Full-time
BBB Torch Awards for Ethics winner.This is not a basic tax desk role; you'll handle complex business returns within a fast-growing organization backed by a. If you're confident in your craft, value ...Show moreLast updated: 30+ days ago
Experienced Tax Preparer

Experienced Tax Preparer

Jackson Hewitt - HEJIrvine, CA, US
Full-time +1
Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level.You will provide exceptional client service while. Don't miss out on this opportunity ...Show moreLast updated: 7 days ago
Experienced Tax Preparer

Experienced Tax Preparer

Jackson Hewitt - HKKWestminster, CA, US
Full-time +1
Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level.You will provide exceptional client service while. Don't miss out on this opportunity ...Show moreLast updated: 7 days ago
Tax Preparer - Business & Accounting Focus

Tax Preparer - Business & Accounting Focus

To & Scott LlcIrvine, CA, US
Full-time +1
Tax Preparer – Business & Accounting Focus.On-site Irvine with possibility of transition to hybrid 2 days WFH.We are seeking a highly skilled. Tax Preparer with a strong background in busi...Show moreLast updated: 6 days ago
  • Promoted
Tax Lead / Tax Manager

Tax Lead / Tax Manager

COPE StaffingAnaheim, CA, United States
Full-time
Pulled from the full job description.Chatterton & Associates is searching for a resilient and analytical Leader for our new Tax Division Leadership position. The right person will be able to think a...Show moreLast updated: 4 days ago
  • Promoted
Indirect Tax Property Tax Manager

Indirect Tax Property Tax Manager

EYIrvine, CA, United States
Full-time
At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ...Show moreLast updated: 4 days ago
  • Promoted
Tax Preparer Assistant

Tax Preparer Assistant

H&R BlockFountain Valley, CA, United States
Full-time
At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show moreLast updated: 8 days ago
SPANISH / ENGLIS TAX PREPARER

SPANISH / ENGLIS TAX PREPARER

Y & G Income Tax And Multi SerWestminster, CA, US
Full-time +1
We are hiring bilingual Tax Preparers (English / Spanish) FULL-TIME AND PART-TIME.We have two office locations and are looking for 2 bilingual Tax Preparers (Spanish and English).Compensation i...Show moreLast updated: 30+ days ago
  • Promoted
Senior Tax Manager - Individual Tax

Senior Tax Manager - Individual Tax

Century GroupIrvine, CA, United States
Full-time
We are seeking a Tax Advisor to join our healthcare client's team.You will ensure the timely delivery of compliance services, including projections, estimates, scenario modeling, and tax return fil...Show moreLast updated: 4 days ago
  • Promoted
Experienced Tax Preparer

Experienced Tax Preparer

Jackson HewittBuena Park, CA, US
Full-time +1
Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level.You will provide exceptional client service while. Don't miss out on this opportunity to.S...Show moreLast updated: 30+ days ago
  • Promoted
Tax Manager - Corporate Tax

Tax Manager - Corporate Tax

Baker TillyIrvine, CA, United States
Full-time
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U. New York, London, San Francisco, Los Angele...Show moreLast updated: 4 days ago
  • Promoted
  • New!
Indirect Tax Property Tax Senior

Indirect Tax Property Tax Senior

California StaffingIrvine, CA, US
Full-time
At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ...Show moreLast updated: 22 hours ago
  • Promoted
Tax Director

Tax Director

JobotIrvine, CA, US
Full-time
Perfect for someone looking to exit Public Accounting and work a standard 40-hour week!.This Jobot Job is hosted by : Zach Allison. Are you a fit? Easy Apply now by clicking the "Apply Now" button an...Show moreLast updated: 3 days ago
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Tax Preparer 3

Tax Preparer 3

Optima Tax ReliefSanta Ana, CA, United States
8 days ago
Job type
  • Full-time
Job description

POSITION SUMMARY

The Tax Preparer 3 position for Optima Tax Relief, LLC ("Optima") is located in the Santa Ana, California office and reports to the Tax Prep Quality Coordinator. Tax Preparers work hard to achieve top-quality tax resolution by getting members into filing compliance with the IRS through quality tax preparation services. They play a vital role in providing tax compliance and reporting and are primarily responsible for preparing all tax returns for individuals, corporations, and payroll, putting the member in compliance with the IRS and / or Franchise Tax Boards. This role will contact members to verify information, will review transcripts, and member tax documents. They are relied upon to provide reports in a timely and accurate fashion to sustain the needs of Optima members. They also work with various teams to deliver key components of Optima's various services to provide resolution to our members. This role must also champion Optima's culture and Core Values and help to deliver the best customer experience.

ESSENTIAL DUTIES & RESPONSIBILITIES

The essential functions include, but are not limited to the following :

  • Prepare Taxes in high quantity including, but not limited to, 1040 individual returns, Schedule C forms, amended returns, Corporate returns, Partnership returns.
  • Communicate with members regularly telephonically or via email to respond to member inquiries from existing and provide case status updates.
  • Collect and review member documents and ensure they are properly filed in the member's case file.
  • Collaborate regularly with various Optima teams to deliver key components for Optima's services, including bringing members to compliance with past due returns.
  • Follow company protocols to ensure the highest level of security to protect the member Personal Identifiable Information (PII).
  • Other duties as assigned.

In order to be provided the essential training required to be successful in this role, it is mandatory that you are present for and complete all essential / initial training onsite for up to 5 business days (unless prior management approval is provided). Please note that additional onsite training may be required depending on business need.

EDUCATION AND EXPERIENCE REQUIREMENTS

  • 3 years relevant experience with 1040 individual tax returns, Schedule C Forms, amended returns, Corporate returns, and Partnership returns.
  • Experience with Lacerte Tax Preparation Software, a plus.
  • Active California Tax Education Council ("CTEC") registration or Active IRS Enrolled Agent.
  • Active Preparer Tax Identification Number (PTIN) from the IRS during duration in role.
  • Active Tax Preparer bond from an insurance / surety agent during duration in role.
  • KNOWLEDGE, SKILLS,& ABILITIES

  • Thorough knowledge of how to prepare 1040 individual tax returns, Schedule C Forms, Amended returns, Corporate returns, and Partnership returns.
  • Strong ability to multi-task.
  • 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).
  • A positive mindset and "get-it-done" attitude.
  • Able to work in a fast-paced, high-energy environment.