Prepare high-volume individual tax returns (1040, amended, state), review transcripts and client documents, communicate case status to clients, collaborate cross-functionally to achieve filing compliance, and follow security protocols to protect PII.
POSITION SUMMARY The Tax Preparer 1 position for Optima Tax Relief, LLC (“Optima”) is located in either the Santa Ana, California or the Chandler, Arizona office and reports to either the Tax Prep Team Lead or the Tax Prep Manager. Tax Preparers work hard to achieve top-quality tax resolution by getting clients 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 and putting the client in compliance with the IRS and/or Franchise Tax Boards. This role will contact clients to verify information, will review transcripts, and client tax documents. They are relied upon to provide reports in a timely and accurate fashion to sustain the needs of Optima clients. They also work with various teams to deliver key components of Optima’s various services to provide resolution to our clients. 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:
The essential functions include, but are not limited to the following:
- Prepare tax returns in high quantity including 1040 individual tax returns, amended returns, and state returns.
- Communicate with clients regularly telephonically or via email to respond to client inquiries and provide case status updates.
- Collect and review client documents and ensure they are properly filed in the client’s case file.
- Collaborate regularly with various Optima teams to deliver key components for Optima’s services, including bringing clients to compliance with past due returns.
- Follow company protocols to ensure the highest level of security to protect the client Personal Identifiable Information (PII).
- Other duties as assigned.
Similar Jobs
Fintech
Lead and build the implementation standards function for partner and employer onboarding. Own tooling, processes, playbooks, training, change management, and stakeholder communications. Manage Implementation Coordinators and drive cross-team standardization, playbook maintenance, and onboarding readiness reporting across platforms.
Digital Media • Gaming • Information Technology • Software • Sports • Esports • Big Data Analytics
Own strategy and execution for DraftKings Exchange operations: manage day-to-day trading and market monitoring, lead incident resolution with Engineering, onboard and support participants, analyze market data to improve integrity and efficiency, and drive cross-functional initiatives to scale prediction market capabilities and regulatory readiness.
Artificial Intelligence • Cloud • Sales • Security • Software • Cybersecurity • Data Privacy
Lead the strategic sales organization selling SailPoint's IGA SaaS to top accounts and partners in the region. Manage and coach sales teams, own pipeline, forecasting, hiring, and partner engagement. Build 12–36 month business plans, drive enablement milestones, and ensure rigorous sales processes to grow revenue and maintain pipeline coverage (3x quota).
Top Skills:
Identity SecurityIgaSaaSSailpoint
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
