Tax Preparer, Client Services

Overview

This remote role is a Tax Preparation Account Manager / Tax Preparer, Client Services position responsible for ensuring client tax documentation is complete, accurate, and ready for submission by licensed Tax Preparers. You will act as a quality and readiness checkpoint within the tax preparation workflow.

Location Requirement: This is a remote position, and we are only considering candidates who currently reside in Arizona (AZ).

Responsibilities

• Independently review client tax documentation, including:
  • W-2s, 1099s, and prior-year returns
  • IRS notices
  • Business income records
  • Asset or property sale documents
• Assess file completeness and readiness for tax preparation, ensuring all required documentation is present and accurate
• Proactively contact clients to obtain missing or incomplete information via phone, email, and CRM tasks
• Serve as a trusted point of contact for clients during the documentation and readiness phase
• Clearly explain documentation requirements, timelines, and next steps in client-friendly language
• Maintain detailed and accurate case notes, document tracking, and follow-up activity within the CRM
• Manage a dedicated caseload while meeting quality, timeliness, and productivity expectations
• Work closely with licensed Tax Preparers to support efficient preparation and filing by delivering complete, well-organized, and accurate files
• Escalate complex or unusual tax scenarios to leadership or licensed preparers when appropriate

Note: This role does not prepare or file tax returns.

Requirements

• Active CTEC registration or PTIN/CAF number
• At least 1 year of hands-on tax preparation or tax documentation review experience
• Strong working knowledge of common tax forms (W-2s, 1099s, prior-year returns, IRS notices)
• Excellent attention to detail and ability to identify missing or inconsistent tax information
• Professional, confident verbal and written communication skills
• Ability to manage multiple cases in a fast-paced, deadline-driven environment
• Comfort using CRM systems and document management tools
• Client-first mindset with the ability to balance empathy and accountability

Preferred Qualifications

• Experience supporting self-employed individuals, business owners, or clients with property or asset sales

Compensation & Benefits

• Base Pay: $21.00 – $25.00 per hour (full-time, 40 hours per week)
• Occasional overtime may be required based on business needs
• Monthly Bonus: Average bonus potential of $1,500 – $2,500
• Medical, Dental, and Vision Insurance (starting after 60 days)
• Paid Time Off
• 401(k) retirement plan with company match
• Professional Development Program
• Access to an on-site gym and gaming lounge
• Catered team lunches every Friday
• Quarterly company outings

Equal Opportunity

The organization provides equal employment opportunities (EEO) to all applicants and employees without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law.

Reasonable accommodations are available for qualified persons with disabilities.

California Applicants: Please review the Notice at Collection and California Privacy Policy before submitting your application.