Arizona Licensed Tax Preparer

Job Summary

To support efficient tax preparation, the remote Arizona Licensed Tax Preparer will review client tax documentation, ensure completeness and accuracy, and proactively engage with clients to gather necessary information, all while managing a dedicated caseload.

Key responsibilities

• Review and validate client tax documentation for completeness and accuracy
• Proactively contact clients to request missing or incomplete information
• Maintain detailed case notes and manage a dedicated caseload to meet quality and productivity expectations

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 or business owners is preferred
• Comfort using CRM systems and document management tools