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Tax Protection Jobs in California (NOW HIRING)

Optima Tax Relief

Tax Preparer 3

Santa Ana, CA

$23 - $25/mo

Tax Preparers work hard to achieve top-quality tax resolution by getting members into filing ... Follow company protocols to ensure the highest level of security to protect the member Personal ...

Optima Tax Relief

Tax Preparer 3

Santa Ana, CA · On-site

$23 - $25/hr

Tax Preparers work hard to achieve top-quality tax resolution by getting members into filing ... Follow company protocols to ensure the highest level of security to protect the member Personal ...

Fowler Packing

Director, Tax

Fresno, CA · On-site

$175K - $225K/yr

Description The Director of Tax is responsible for overseeing all tax planning, compliance, and ... protected by federal, state or local laws.

W3Global Inc.

Director, Tax

Fresno, CA

$150K - $210K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

About the job The Director of Tax is responsible for overseeing all tax planning, compliance, and ... protected veteran status, sexual orientation, gender identity or expression, or any other ...

Fortinet, Inc.

Tax Intern

Sunnyvale, CA · On-site

$20 - $24/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Tax Compliance & Financial Reporting * Assist in the preparation of the U.S. Federal Income Tax ... Fortinet empowers its customers with intelligent, seamless protection across the expanding attack ...

Fortinet

Tax Intern

Sunnyvale, CA · On-site

$20 - $24/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Tax Compliance & Financial Reporting * Assist in the preparation of the U.S. Federal Income Tax ... Fortinet empowers its customers with intelligent, seamless protection across the expanding attack ...

Regal Executive Search

Tax Manager

Beverly Hills, CA · On-site

$127K - $166K/yr

Tax Manager - CPA Currently seeking a Tax Manager to join our team! Tax Managers are responsible ... disability status, protected veteran status, sexual orientation, gender identity or any other ...

Fortinet, Inc.

Tax Intern

Sunnyvale, CA

$20 - $24/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Tax Compliance & Financial Reporting * Assist in the preparation of the U.S. Federal Income Tax ... Fortinet empowers its customers with intelligent, seamless protection across the expanding attack ...

SingerLewak

Tax Manager

San Jose, CA · On-site

$144K - $184K/yr

Performs technical tax review and approval of all tax returns and governmental tax examinations of ... protected by applicable federal, state or local laws. apply for this job

SingerLewak

Tax Manager

Oxnard, CA · On-site

$144K - $184K/yr

Performs technical tax review and approval of all tax returns and governmental tax examinations of ... protected by applicable federal, state or local laws.

SingerLewak

Tax Manager

Los Angeles, CA

$144K - $184K/yr

Performs technical tax review and approval of all tax returns and governmental tax examinations of ... protected by applicable federal, state or local laws.

SingerLewak

Tax Manager

San Jose, CA

$144K - $184K/yr

Performs technical tax review and approval of all tax returns and governmental tax examinations of ... protected by applicable federal, state or local laws.

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All JobsTax Protection JobsTax Protection Jobs in California

Tax Protection information

What is tax protection?

Tax protection typically refers to services or strategies designed to help individuals or businesses reduce their tax liability and protect themselves from unexpected tax bills or audits. This can include tax planning, audit insurance, and advice on legal ways to minimize taxes owed. Tax protection services are often offered by accountants, tax advisors, or specialized firms, and can be especially useful for those with complex financial situations or frequent changes in tax laws.

What are the key skills and qualifications needed to thrive in tax protection, and why are they important?

To excel in Tax Protection, you need a strong understanding of tax law, compliance procedures, and risk assessment, often supported by a degree in accounting or finance and relevant certifications like CPA or CTA. Familiarity with tax preparation software, audit management systems, and regulatory databases is essential. Attention to detail, analytical thinking, and excellent client communication skills help professionals stand out in this field. These competencies ensure accurate compliance, effective client representation, and the ability to navigate complex tax disputes successfully.

What are some common challenges faced by professionals working in tax protection, and how can they be effectively managed?

One of the main challenges in a Tax Protection role is keeping up with rapidly changing tax laws and regulations, which can vary significantly across jurisdictions. Professionals must regularly update their knowledge and adapt strategies to ensure compliance and optimal protection for clients. Effective communication with clients and coordination with legal and accounting teams are essential to proactively identify risks and address them before they become issues. Utilizing continuing education and professional development resources can help navigate these complexities and stay ahead in the field.

What is the difference between Tax Protection vs Tax Advisor?

AspectTax ProtectionTax Advisor
CredentialsTypically no formal credentials required, but may include certifications like CPA or enrolled agentRequires professional certifications such as CPA, EA, or tax attorney license
Work EnvironmentOften offered as a service or product, with customer support focusConsulting in offices, firms, or remotely, providing personalized tax advice
Industry UsageCommonly marketed as a tax protection plan or serviceUsed by individuals and businesses for tax planning and compliance

Tax Protection generally refers to insurance-like services or plans that cover potential tax issues, while a Tax Advisor provides expert advice and planning. Both play roles in managing tax-related concerns but differ in credentials, scope, and service delivery.

What are popular job titles related to Tax Protection jobs in California?

For Tax Protection jobs in California, the most frequently searched job titles are:

What job categories do people searching Tax Protection jobs in California look for?

The top searched job categories for Tax Protection jobs in California are:

What cities in California are hiring for Tax Protection jobs?

Cities in California with the most Tax Protection job openings:

Tax Protection jobs near you

Tax Preparer 3

Optima Tax Relief

Santa Ana, CA

$23 - $25/mo

Full-time

Re-posted 26 days ago

Job description

POSITION SUMMARY

The Tax Preparer 3 position for Optima Tax Relief, LLC (“Optima”) is located in the Santa Ana, California office and reports to the Tax Prep Quality Coordinator. Tax Preparers work hard to achieve top-quality tax resolution by getting members 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, corporations, and payroll, putting the member in compliance with the IRS and/or Franchise Tax Boards. This role will contact members to verify information, will review transcripts, and member tax documents. They are relied upon to provide reports in a timely and accurate fashion to sustain the needs of Optima members. They also work with various teams to deliver key components of Optima’s various services to provide resolution to our members. 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:

  • Prepare Taxes in high quantity including, but not limited to, 1040 individual returns, Schedule C forms, amended returns, Corporate returns, Partnership returns.
  • Communicate with members regularly telephonically or via email to respond to member inquiries from existing and provide case status updates.
  • Collect and review member documents and ensure they are properly filed in the member’s case file.
  • Collaborate regularly with various Optima teams to deliver key components for Optima’s services, including bringing members to compliance with past due returns.
  • Follow company protocols to ensure the highest level of security to protect the member Personal Identifiable Information (PII).
  • Other duties as assigned.

In order to be provided the essential training required to be successful in this role, it is mandatory that you are present for and complete all essential/initial training onsite for up to 5 business days (unless prior management approval is provided). Please note that additional onsite training may be required depending on business need.

EDUCATION AND EXPERIENCE REQUIREMENTS

  • 3 years relevant experience with 1040 individual tax returns, Schedule C Forms, amended returns, Corporate returns, and Partnership returns.
  • Experience with Lacerte Tax Preparation Software, a plus.
  • Active California Tax Education Council (“CTEC”) registration or Active IRS Enrolled Agent.
  • Active Preparer Tax Identification Number (PTIN) from the IRS during duration in role.
  • Active Tax Preparer bond from an insurance/surety agent during duration in role.

KNOWLEDGE, SKILLS,& ABILITIES

  • Thorough knowledge of how to prepare 1040 individual tax returns, Schedule C Forms, Amended returns, Corporate returns, and Partnership returns.
  • Strong ability to multi-task.
  • Excellent organizational, time-management, written, and communication skills.
  • Meticulous attention to detail and high sense of accountability.
  • Self-starter, industrious, and motivated.
  • Proficient and comfortable with office equipment (Computer skills – Microsoft Office, Outlook).
  • A positive mindset and "get-it-done" attitude.
  • Able to work in a fast-paced, high-energy environment.

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