Ideal Tax was established with the idea of helping clients who are suffering through a tax debt issue, easing the stress and anxiety that comes with serious tax problems, and providing dedicated and comprehensive professional representation in defense of taxpayer rights. We are a leader in the tax resolution industry and recognized as an Accredited Business with the Better Business Bureau, holding an A+ rating. We are headquartered in Orange County, California, and licensed in and provides tax resolution services to 48 states.
· 13+ Years in Business
· Rated A+ with the BBB
· Family Owned & Operated
We are looking for a full time RemoteTax Preparer (CTEC) handle the income tax preparation for individuals and businesses. Identifying potential tax credits and liabilities, ensuring accurate and complete returns are filed in a timely manner. They will also complete tax forms in accordance with policies and in compliance with legislation and regulations.
Overview of Responsibilities but not limited to:
· Preparing a high volume of simple to complex tax returns for individuals or small businesses.
· Providing status updates or requests to Case Managers.
· Reviewing financial records such as income statements and documentation of expenditures.
· Assisting with ensuring that clients receive the maximum tax debt savings possible by identifying potential deductions and credits.
· Prioritizing caseload and assignments
· Working closely with Case Managers, Enrolled Agents and/or Tax Attorneys
Required Skill Set:
· A minimum of 2 years’ experience preparing Individual and Business tax returns
· CTEC Licensed (Active) & PTIN REQUIRED
· Excellent organizational, written, and communication skills
· Proficient with Microsoft Office Suite
· Remains focused and productive in a fast-paced environment
· Working knowledge of the various tax programs
Job Type: Full-time
Pay: $14.00 - $15.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k) matching
- Dental insurance
- Employee discount
- Health insurance
- Paid time off
- Referral program
- Tuition reimbursement
- Vision insurance
Compensation package:
- Commission pay
- Hourly pay
- Performance bonus
Experience level:
- 3 years
Weekly day range:
- Monday to Friday
Experience:
- Tax Preparation: 3 years (Required)
License/Certification:
- CTEC (Required)
Work Location: In person