Tax Preparer, Tax Service & Training Role in Phoenix
Overview
Own tax preparation for the 2027 season at scale, delivering accurate returns for clients across multi-year and multi-state filings. You will complete our tax school training, conduct client interviews, and provide guidance for tax planning within a collaborative office environment. Join a team that supports flexible schedules and a focus on client service and accuracy. This role is differentiated by on-the-job training, IRS audit support, and opportunities to grow with the tax season cadence.
What You'll Do5
- 1Build client relationships through face-to-face interviews and provide expert explanation, preparation, and completion of tax forms
- 2Design and complete multi-year, multi-state tax filings with accuracy and timely e-filing to IRS and state agencies
- 3Own the collection and processing of client tax payments while ensuring deposits align with filings
- 4Provide clients with IRS audit support and answer tax questions to support future planning
- 5Collaborate with colleagues to meet office priorities and maintain high service standards
Requirements7
- 12+ years customer service experience
- 2High School diploma or equivalent
- 3Tax Planning, Accounting, or Financial Planning experience is a plus
- 4College degree in accounting or related field is a plus
- 5Bilingual Spanish is a plus
- 6Excellent communication and interpersonal skills
- 7Strong attention to detail and accuracy
Salary Insight
$17 - $18k per year
Location
Required Skills
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