The essential functions include, but are not limited to the following: With a high-level of customer service, communicate with clients through phone and email as needed. Resolve direct inquiries from clients and/or other departments from Optima Tax Relief. Review critical diagnostics or physical discrepancies with tax returns prior to filing to ensure returns are accepted. File all electronic and/or physical returns (via mail) corresponding to each case. Help with progression of cases to be delivered from the Tax Preparation Service indicating client is in compliance upon returns being accepted. Prioritize case load and assignments in order received. Collect and organize physical and electronic returns so they are available to internal departments/clients as needed. Physical and electronic handling of documents / personal identifiable information. Review and clear critical e-file diagnostics. Contact client to discuss e-file rejection and necessary items/documents needed to clear for e-file submission. Prepare courtesy state returns for outgoing mail. Prepare physical outgoing mail for tax return submission to the IRS. Other duties as assigned. 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.