Tax Preparer 3
$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 ...
$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 ...
$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 ...
$19 - $20/mo
Tax Preparers work hard to achieve top-quality tax resolution by getting clients into filing ... Follow company protocols to ensure the highest level of security to protect the client Personal ...
$19 - $20/mo
Tax Preparers work hard to achieve top-quality tax resolution by getting clients into filing ... Follow company protocols to ensure the highest level of security to protect the client Personal ...
Santa Ana, CA · On-site +1
$19 - $20/hr
Tax Preparers work hard to achieve top-quality tax resolution by getting clients into filing ... Follow company protocols to ensure the highest level of security to protect the client Personal ...
Santa Ana, CA · On-site +1
$19 - $20/hr
Tax Preparers work hard to achieve top-quality tax resolution by getting clients into filing ... Follow company protocols to ensure the highest level of security to protect the client Personal ...
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 ...
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 ...
Sunnyvale, CA · On-site
$20 - $31/hr
Ensure records and computer system remain up-to-date, well-organized, and protected * Handle administrative and clerical duties as needed on daily basis for tax responsibilities and deadlines
Quick apply
Sunnyvale, CA · On-site
$20 - $31/hr
Ensure records and computer system remain up-to-date, well-organized, and protected * Handle administrative and clerical duties as needed on daily basis for tax responsibilities and deadlines
Sunnyvale, CA · On-site
$20 - $31/hr
Ensure records and computer system remain up-to-date, well-organized, and protected * Handle administrative and clerical duties as needed on daily basis for tax responsibilities and deadlines
Quick apply
Sunnyvale, CA · On-site
$20 - $31/hr
Ensure records and computer system remain up-to-date, well-organized, and protected * Handle administrative and clerical duties as needed on daily basis for tax responsibilities and deadlines
Sunnyvale, CA · On-site
$20 - $31/hr
Ensure records and computer system remain up-to-date, well-organized, and protected * Handle administrative and clerical duties as needed on daily basis for tax responsibilities and deadlines
Quick apply
Sunnyvale, CA · On-site
$20 - $31/hr
Ensure records and computer system remain up-to-date, well-organized, and protected * Handle administrative and clerical duties as needed on daily basis for tax responsibilities and deadlines
$119K - $156K/yr
... or protected veteran status, gender identity, sexual orientation, or any other legally protected ... Manager - National Tax Office, Corporate Tax Are you interested in becoming a technical leader in ...
$119K - $156K/yr
... or protected veteran status, gender identity, sexual orientation, or any other legally protected ... Manager - National Tax Office, Corporate Tax Are you interested in becoming a technical leader in ...
San Francisco, CA · On-site
$68K - $91K/yr
Our tax lawyers advise multinational corporations, financial institutions, private equity funds ... In accordance with Latham & Watkins policies, associates in this role must protect and maintain any ...
San Francisco, CA · On-site
$68K - $91K/yr
Our tax lawyers advise multinational corporations, financial institutions, private equity funds ... In accordance with Latham & Watkins policies, associates in this role must protect and maintain any ...
Redwood City, CA · On-site
$71K - $95K/yr
Our tax lawyers advise multinational corporations, financial institutions, private equity funds ... In accordance with Latham & Watkins policies, associates in this role must protect and maintain any ...
Redwood City, CA · On-site
$71K - $95K/yr
Our tax lawyers advise multinational corporations, financial institutions, private equity funds ... In accordance with Latham & Watkins policies, associates in this role must protect and maintain any ...
San Francisco, CA · On-site
$68K - $91K/yr
Our tax lawyers advise multinational corporations, financial institutions, private equity funds ... In accordance with Latham & Watkins policies, associates in this role must protect and maintain any ...
San Francisco, CA · On-site
$68K - $91K/yr
Our tax lawyers advise multinational corporations, financial institutions, private equity funds ... In accordance with Latham & Watkins policies, associates in this role must protect and maintain any ...
Sunnyvale, CA · On-site
$20 - $24/hr
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 ...
Sunnyvale, CA · On-site
$20 - $24/hr
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 ...
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.
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.
$150K - $210K/yr
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 ...
Quick apply
$150K - $210K/yr
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 ...
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 ...
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 ...
$20 - $24/hr
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 ...
$20 - $24/hr
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 ...
$20 - $24/hr
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 ...
$20 - $24/hr
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 ...
Santa Monica, CA · On-site
$70K - $85K/yr
Tax Associate Tax and Accounting - Santa Monica, CA Entry Level/Compensation $85K - $95K DOE Gerber ... protected characteristic.
Santa Monica, CA · On-site
$70K - $85K/yr
Tax Associate Tax and Accounting - Santa Monica, CA Entry Level/Compensation $85K - $95K DOE Gerber ... protected characteristic.
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.
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.
$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
$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
| Aspect | Tax Protection | Tax Advisor |
|---|---|---|
| Credentials | Typically no formal credentials required, but may include certifications like CPA or enrolled agent | Requires professional certifications such as CPA, EA, or tax attorney license |
| Work Environment | Often offered as a service or product, with customer support focus | Consulting in offices, firms, or remotely, providing personalized tax advice |
| Industry Usage | Commonly marketed as a tax protection plan or service | Used 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.
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:
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
KNOWLEDGE, SKILLS,& ABILITIES
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Finance and insurance
501 - 1,000 Employees
Santa Ana, CA, US
2011