TaxRise
TaxRise Benefits Overview
Compensation + Benefits
Offers 401(K)
Offers life insurance
Offers accidental death & dismemberment insurance
Offers disability insurance
Offers supplemental life insurance
Offers dental insurance
Offers health insurance
Offers Flexible Spending Account (FSA)
Offers vision insurance
Offers performance bonuses
Career Growth + Development
Provides customized development tracks
Job training & conferences
Work-Life Balance + Wellbeing
Offers generous PTO
Provides paid sick days
Provides paid holidays
Provides bereavement leave
Offers an Employee Assistance Program (EAP)
Offers gym membership
Company Culture
Provides free snacks and drinks
Recently posted jobs
Financial Services
Reviews client tax documents for completeness, accuracy, and readiness for licensed tax preparers. Contacts clients to obtain missing information, explains requirements, maintains CRM case records, manages a caseload, and escalates complex tax situations. The role supports self-employed individuals, business owners, and clients with property or asset sales. It is fully on-site and does not prepare or file tax returns.
Financial Services
Manages complex client escalations and cancellation requests, de-escalates concerns, negotiates tailored solutions, and supports client retention. Documents cases in CRM and ticketing systems, identifies feedback trends and root causes, and partners with Sales, Client Care, and Operations to improve processes and client experience.
Financial Services
Conduct inbound sales calls with warm, pre-qualified prospects seeking tax relief. Representatives assess client needs, recommend tailored tax resolution programs, build trust through consultative conversations, enroll clients, manage opportunities from first contact through close, and meet or exceed sales targets. The role includes paid training, coaching, uncapped commission, and occasional overtime during evenings and weekends.
