Tax Preparation Account Manager
$52,000–$62,400 year
On-site · Irvine, California, United States
Irvine, California, United StatesOn-siteFull Time$52,000–$62,400 yearMid LevelNot SpecifiedUnknown
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Unknown
Job Summary
On-site TaxPrep Account Manager who reviews client tax documentation for completeness and accuracy, identifies gaps, engages clients to obtain missing information, and advances files to a preparer-ready stage to enable timely filing. Handles a dedicated caseload with minimal oversight, communicates clearly with clients, supports Tax Preparers to deliver complete, well-organized files, and escalates complex tax scenarios to leadership when appropriate.
Required Qualifications
- 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 (W-2s, 1099s, prior-year returns, IRS notices)
- Experience supporting self-employed individuals, business owners, or clients with property or asset sales is strongly preferred
- 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 with the ability to balance empathy and accountability
- Note: This role does not prepare or file tax returns.
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