$1,250/month
2642 W Larkspur Dr, Phoenix, AZ 85029, USA
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 Call (602) 693-1933 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. Job 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.