Jobs at TaxRise

Supports Enrolled Agents with complex tax resolution cases by coordinating client documentation, communicating with IRS and state tax authorities, tracking deadlines, maintaining CRM records, and following up on urgent case requirements. The role manages multiple sensitive cases, explains documentation needs to clients, identifies incomplete information, and escalates developments requiring professional review. This is a full-time, 100% on-site position with occasional overtime.

Serves as the day-to-day People partner for employees and managers, handling employee relations, investigations, performance coaching, leave and accommodation administration, and workplace compliance. Builds dashboards, conducts exit interviews and engagement surveys, analyzes turnover, maintains policies, and delivers manager onboarding and training. The role requires sound judgment, discretion, employment-law knowledge, and strong coaching skills. It is fully on-site and offers a $75,000–$85,000 base salary plus a 5% quarterly bonus opportunity.

Processes and submits finance and loan applications, reviews and prioritizes files, audits documentation, assesses credit, submits loans for approval, maintains records, and ensures regulatory compliance. The role supports sales teams, clients, lenders, borrowers, and agents while resolving issues, preparing reports, and contributing to process improvements. It is a full-time, 100% on-site position with hourly pay and performance bonuses.

Design, build, and scale TaxRise’s data infrastructure on AWS using Databricks. Own end-to-end pipelines, ETL/ELT processes, data modeling, orchestration, governance, cluster optimization, and delivery for reporting and analytics. Collaborate with the Chief Data Officer, Salesforce developers, data engineers, and full-stack developers to establish platform standards and support business growth.

Own the design, architecture, and development of TaxRise’s client-facing web application. Create UX flows and prototypes in Figma, build scalable React and Next.js components, integrate APIs, optimize performance, ensure accessibility, and manage testing, CI/CD, deployments, and technical debt. Partner with data, product, and engineering teams to shape the roadmap and improve client workflows. This onsite role serves as the primary technical owner for front-end quality and production issues.

Conduct tax investigations with the IRS and state agencies, process Power of Attorney forms, update case records and statuses, manage client caseloads in a CRM, and communicate with taxpayers, tax agencies, and internal teams. The role requires accurate documentation, timely task completion, prioritization, and professional client support in a fully onsite environment.

Reengage dormant tax-relief prospects through phone, email, and SMS outreach. Manage and prioritize leads, address objections, explain service benefits, and convert prospects into enrolled clients. Collaborate with Sales and Client Success teams, document interactions in Salesforce, and meet outreach, conversion, and revenue targets while continuously improving through coaching and feedback.

Handle complex client escalations and cancellation requests, de-escalate sensitive situations, negotiate tailored resolutions, and retain clients. Document cases in CRM and ticketing systems, identify feedback trends and root causes, share actionable insights with leadership, and collaborate with Sales, Client Care, and Operations to improve processes and client experience.

Handle inbound calls from warm, pre-qualified prospects seeking tax relief. Conduct discovery conversations, understand client needs, recommend tailored tax resolution programs, and enroll clients. Manage opportunities from initial contact through close, build trust through empathetic consultative selling, and consistently meet or exceed sales targets. Occasional overtime, including evenings and weekends, may be required.

Reengage and convert prospects who started but did not complete enrollment. Manage a pipeline, perform outreach via phone/email/SMS, handle objections, document activity in Salesforce, collaborate with Sales and Client Success, and meet outreach and revenue targets.

Manage state and IRS tax investigations and client representation by submitting POAs, updating case files and transcripts, maintaining CRM case notes, coordinating with agencies and internal teams, and handling a large caseload to meet deadlines.