Tax Preparer / Case Manager

Tax Debt Resolutions LLC · United States

Benefits:

• 401(k)
• Paid time off

• Prepare individual and business tax returns accurately and efficiently.
• Retrieve IRS tax records, transcripts, and account information.
• Communicate with the IRS by phone to obtain client information and resolve account issues.
• Request, organize, and process client documentation.
• Review financial documents for completeness and accuracy.
• Prepare Schedule C returns for self-employed individuals.
• Assist with corporate tax return preparation (1120, 1120-S, 1065 preferred).
• Maintain detailed case notes and ensure client files remain organized.
• Follow up with clients regarding outstanding documentation.
• Work closely with Enrolled Agents and other team members to move cases toward resolution.
• Maintain confidentiality while handling sensitive financial information.

• Previous professional tax preparation experience.
• Strong understanding of individual income tax returns.
• Experience preparing Schedule C returns.
• Excellent organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Comfortable speaking with the IRS over the phone.
• Ability to manage multiple cases simultaneously.
• Proficient with Microsoft Office and general computer applications.

• Corporate tax preparation experience (Forms 1120, 1120-S, and/or 1065).
• Experience using Drake Tax or similar tax software.
• English and Spanish bilingual.
• IRS representation or tax resolution experience.
• Enrolled Agent credential or working toward it.

• Highly organized and dependable
• Comfortable communicating with clients and government agencies
• A self-starter who can work independently
• Professional and courteous
• Committed to accuracy and quality
• Interested in growing with a rapidly expanding tax resolution firm

• $25.00 per hour
• Full-time, in-office position
• Monday–Friday schedule
• Opportunities for advancement and professional growth
• Supportive team environment
• Ongoing training in tax resolution and IRS procedures