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Tax Return Reviewer

Company: Optima Tax Relief
Location: Santa Ana
Posted on: May 3, 2021

Job Description:

As a Tax Return Reviewer for Optima Tax Relief, LLC's ("Optima") Santa Ana, California office, this role reports directly to the Associate Director of Tax Preparation. This role is responsible for individual, business, and corporate auditing of tax returns. The incumbent will be relied upon to manage cases queued in for review and deliver them in a timely manner to meet servicing needs.

  • Audit tax returns in high quantity including but not limited to Individual, 1099, Amended Returns, and possible Corporate or Partnership returns depending on experience
  • Exercise due diligence and reasonable care to approve or reject returns as required by IRS Circular 230
  • Respond to inquiries and/or escalations from existing clients in a timely manner
  • Collaborate with Tax Preparers and our Fulfillment teams to make proper adjustments to all returns requiring revision.
  • Prioritize case load and internal follow up requests.
  • Prepare tax returns seldomly or as required by the business.
  • Address general escalations where re-work of a tax return may be requested by an OTR Tax Professional or Client
  • Guide and mentor to Tax Preparers within area of expertise to increase quality efficiency.
  • Performs other duties as assigned.


  • CTEC Licensed (Active) & PTIN is required
  • 2 years tax preparation experience or/and 1 year of tax return auditing experience
  • Preferred: Experience with Lacerte Tax Preparation Software or Sales Force CRM
  • Strong Multitasker
  • Possess Excellent Organizational, Written, and Communication Skills
  • Proficient and comfortable with office equipment (Computer skills - Microsoft Office, Outlook)
  • Remain focused and productive in a fast-paced environment
  • Strong Work Ethic and are Committed to Excellence
  • A Team Player

Keywords: Optima Tax Relief, Santa Ana , Tax Return Reviewer, Other , Santa Ana, California

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