Job Details

At TaxRise, we dont just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.

Join us and make a tangible difference in peoples lives while growing your career with a team that values your contributions.

About the Role

The Tax Preparation Assistant will assist tax professionals by organizing and recording incoming correspondence, handling Power of Attorney (POAs), and ensuring comprehensive documentation is forwarded to the tax professionals. Additionally, the Administrative Assistant will play a pivotal role in maintaining organized records, coordinating meetings, and facilitating efficient communication within the team.

Were all about that in-person vibethis role is 100% on?site! If youre excited to work side?by?side with our team (or are ready to make the move), then youre a perfect fit. If not, we kindly ask you to hold off on applying.

How Youll Be Rewarded

At TaxRise, Inc., we believe in rewarding hard work and dedication! We offer our team members a competitive hourly wage along with growth opportunities and ongoing development.

Hourly Rate

$18 $20 per hour

What Youll Do

• Maintain confidentiality of highly sensitive tax information.
• Process Power of Attorney (POA) requests efficiently and accurately.
• Transcribe important information from various sources to maintain comprehensive records.
• Draft and manage deadlines to ensure timely completion of tasks.
• Receive and manage correspondence from various departments related to clients, IRS, and state agencies.
• Initiate communication with clients via SMS to obtain necessary signatures for documents.
• Answer phones and route calls to the correct tax professional.
• Listen to tax professional voicemails, assign them to designated tax professionals, and update CRM with important notes.
• Collaborate with tax professionals to enhance communication strategies, adapting to individual preferences.
• File and retrieve client records, documents, and reports efficiently.
• Handle third?party transfer requests received via Slack, ensuring attention to detail in preparing recall request forms for mailing.
• Demonstrate adaptability in working with two different CRMs (Logics and Salesforce).
• Schedule meetings and/or conference calls to facilitate effective team communication.
• Other duties and responsibilities as assigned.

What Youll Need to Have

• At least 12 years of experience providing administrative or operational support to a team of tax preparers.
• High school diploma or general education degree (GED); or six to twelve months related experience and/or training; or equivalent combination of education and experience.
• Ability to flexibly approach tasks and adapt to evolving work requirements.
• Demonstrates attention to detail, ensuring accuracy in all aspects of the role.
• Effective verbal and written communication skills to interact with tax professionals and team members.
• Proactively identifies and addresses requirements, anticipating the needs of the tax professionals.
• Maintains a high level of professionalism in handling sensitive information, interacting and collaborating with team members.
• We understand potential comes in many forms. Even if you dont check every box, we still encourage you to apply; we consider all qualified candidates.

What We Offer

• Medical, Dental, and Vision Insurance (starting after 60 days)
• Paid Time Off
• 401(k) retirement plan with company match
• Professional Development Program to support your growth
• Access to our on?site gym and gaming lounge
• Catered team lunches every Friday
• Fun and energizing quarterly company outings

About Us

At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do.

When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.

We're proud to be the fastest?growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.

If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team thats reshaping the future of tax resolution.

California Applicants

Please review our Notice at Collection and California Privacy Policy before submitting your application.

Equal Opportunity Employment

At TaxRise, were proud to be an equal opportunity employer. We know that a world?class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion, sex, gender identity, national origin, age, physical or medical disability, marital status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law.

TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.