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
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Lead product vision and execution for a 0-1 agentic AI platform, prototyping and shipping autonomous agent capabilities. Drive roadmap for orchestration, memory, action execution, and governance; partner with engineering, GTM, and ecosystem to drive adoption, metrics, and platform primitives that scale across ServiceNow AI offerings.
Top Skills:
Agentic AiAutonomous AgentsLlm Fine-TuningLlm OrchestrationLlmsLow-Code/No-CodeMemory ArchitecturesMulti-Agent SystemsOpen-Source Agent FrameworksPrompt EngineeringRpaServicenow Ai Platform
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Lead product vision and execution for an agentic AI platform: prototype and ship autonomous agent capabilities, define platform primitives (orchestration, memory, execution, governance), drive adoption and measurable outcomes, partner with engineering, frontier AI teams, and GTM to scale enterprise deployments.
Top Skills:
Agentic AiAutonomous AgentsLlm OrchestrationLlmsLow-Code/No-CodeModel Fine-TuningOpen-Source Agent FrameworksPrompt EngineeringRpaServicenow Ai
Cloud • Healthtech • Social Impact • Software • Biotech
Drive new business within 1-3 top global accounts by generating pipeline, managing complex enterprise sales cycles, forecasting to targets, negotiating with multi-level stakeholders, and collaborating with internal and partner teams to align Benchling solutions to customer R&D and IT needs.
Top Skills:
AIAi Agents And ModelsAWSBenchlingMeddiccSalesforce
What you need to know about the Chicago Tech Scene
With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.
Key Facts About Chicago Tech
- Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
- Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
- Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
- Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory
