Optima Tax Relief

• Prepare tax returns in high quantity including 1040 individual tax returns, amended returns, and state returns.
• Communicate with clients regularly telephonically or via email to respond to client inquiries and provide case status updates.
• Collect and review client documents and ensure they are properly filed in the client’s case file.
• Collaborate regularly with various Optima teams to deliver key components for Optima’s services, including bringing clients to compliance with past due returns.
• Follow company protocols to ensure the highest level of security to protect the client Personal Identifiable Information (PII).

Tax Preparer