Description
Teach. Guide. Lift the team.
If you love coaching preparers, simplifying steps, and helping people grow, this role is for you. We are a client-first tax resolution firm that values integrity, respect, and clear, kind communication.
The role (mentor/teacher focus)
Be the steady teacher on the floor. You will coach our drafting team, keep work accurate and organized, and make sure returns are handoff-ready for our e-filing CPA. You will create or refine simple checklists (docs, naming, notes, order, e-sign readiness), answer real-time questions, and occasionally hop on client calls to explain status or next steps. No signing or e-filing; your focus is people and process.
What you’ll do
- Mentor preparers at the workstation level: coach, demonstrate, reinforce
- Keep returns moving to the e-filing CPA with clean notes and order
- Build and uphold ready-to-handoff checklists
- Occasional client calls (clear, calm explanations)
- Protect client data and document clearly
Schedule
- Flexible scheduling (discussed in interview).
- Hybrid option (discussed in interview).
Compensation & Perks
- Up to $1,250/week, paid weekly (≈ $65,000/yr full-time), 1099 or W-2 (your choice) (final compensation discussed in interview)
- Part-time is prorated based on scheduled days
- Assigned, designated covered parking
- Modern tools (MTPO and organized CRM/workpapers)
- Clear growth path as we scale
How to Apply
On NAEA: Click “Apply.”
Or call 602-609-6492 and ask for Megan for a same-day phone interview. If we miss you, leave a voicemail with your name, number, and why you are a fit, and Megan will call back to interview or schedule one.
Equal opportunity: We hire for character and competence and welcome all backgrounds.
Requirements
Must-haves
- Active EA or CPA in good standing.
- 1+ year of recent U.S. tax prep experience.
- Strong with 1040 (Schedules A/B/C/D/E) and business returns (1120, 1120-S, 1065,), including K-1s, basis/QBI, and depreciation.
- Proven experience leading or mentoring preparers / running a tax-prep process.
- Able to create and enforce simple checklists (docs, naming, notes, order, e-sign readiness).
- Comfortable with occasional client calls (status, next steps, plain-English explanations).
- Integrity-driven, team-first, clear and calm communicator under deadlines.
- Basic tax resolution understanding (installment agreements, OIC/PPIA basics, penalty abatements, notices) and knowing when to escalate.
- Commitment to protect client data and follow firm security/PII practices.
Nice-to-haves
- Familiarity with MyTaxPrepOffice (MTPO) and IRS Logics.
- Multi-state return experience.
- Bilingual (Spanish) a plus.
