Tax Preparer, Client Services
About The Position
The Tax Preparer, Client Services / Tax Preparation Account Manager is an experienced, client-facing role responsible for ensuring tax files are complete, accurate, and ready for submission by licensed Tax Preparers. The role serves as a quality and readiness checkpoint in the tax preparation workflow. It independently reviews client tax documentation, identifies gaps or inconsistencies, and contacts clients to obtain missing information. Once a file is complete, the role advances it to a preparer-ready stage. This position requires tax knowledge, strong client communication, and the ability to manage a caseload with minimal oversight. It is 100% on-site and 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, including W-2s, 1099s, prior-year returns, and 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 and ability to balance empathy with accountability.
Nice To Haves
- Experience supporting self-employed individuals, business owners, or clients with property or asset sales.
Responsibilities
- Review and validate client tax documents, including W-2s, 1099s, prior-year returns, IRS notices, business income records, and asset or property sale documents.
- Assess file completeness and readiness for tax preparation, ensuring required documentation is present and accurate.
- Contact clients by phone, email, and CRM tasks to request missing or incomplete information.
- Serve as a client point of contact during the documentation and readiness phase.
- Explain documentation requirements, timelines, and next steps in client-friendly language.
- Maintain detailed case notes, document tracking, and follow-up activity in the CRM.
- Manage a dedicated caseload while meeting quality, timeliness, and productivity expectations.
- Work with Tax Preparers by providing complete, organized, and accurate files to support efficient preparation and filing.
- Escalate complex or unusual tax scenarios to leadership or licensed preparers when appropriate.
Benefits
- 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.
- Competitive hourly pay of $25.00–$30.00.
- Monthly bonus potential averaging $2,000–$3,500.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
