WHY JOIN TAXRISE?
At TaxRise, we don’t 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 people’s lives while growing your career with a team that values your contributions.
**New hires joining our team in this role may also be eligible for a $500 sign-on bonus as part of our current hiring initiative.**
ABOUT THE ROLE
The Tax Preparation Case Manager supports clients through the tax preparation and tax resolution process by collecting, reviewing, and organizing all required tax documentation. This role requires a solid understanding of common tax forms and income types, including W-2s, 1099s, prior-year tax returns, IRS notices, business income, and property or asset sales.
You’ll manage a dedicated caseload, proactively move files forward, and maintain consistent client communication to ensure accurate, timely submission of tax documents.
We’re all about that in-person vibe, so this role is 100% on-site! If you’re excited to work side-by-side with our team (or are ready to make the move), then you’re a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting!
HOW YOU'LL BE REWARDED
At Tax Rise, Inc., we believe in rewarding hard work and dedication! We offer our team members competitive hourly pay and the opportunity to earn a monthly bonus based on individual productivity, with even greater earning potential for those who are highly motivated, organized, and love exceeding goals.
- Base pay: $22.00 - $28.00 per hour (full-time, 40 hours per week), depending on experience
- Monthly Bonus: Average bonus potential of $1,500 - $3,000
- Total Compensation: Avg. $60,000 - 90,000 per year
WHAT YOU’LL DO
- Request, collect, and review tax documentation including W-2s, 1099s, prior-year returns, IRS notices, and business income records
- Identify missing or inconsistent information and follow up with clients in a timely manner
- Serve as the primary point of contact for clients during the document collection and preparation phase
- Clearly explain documentation requirements, timelines, and next steps
- Maintain accurate and detailed case notes, document status, and follow-ups within the CRM
- Track deadlines and ensure cases move efficiently through each stage
- Coordinate with tax preparers and internal teams once files are complete
WHAT YOU’LL NEED TO HAVE
- CTEC certification is a highly preferred
- Tax relief or tax resolution experience is a plus; training will be provided.
- Experience in tax document coordination, tax preparation support, or a similar administrative role
- Working knowledge of common tax forms (W-2s, 1099s, prior-year returns)
- Experience supporting self-employed individuals, business owners, or clients with property sales is a plus
- Strong attention to detail and organizational skills
- Clear written and verbal communication skills
- Ability to manage multiple cases in a fast-paced environment
- Experience using CRM or document management systems
WHAT WE OFFER
We believe in taking care of our team so they can take care of our clients. Here’s what you can expect as part of the TaxRise family:
- 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 that’s reshaping the future of tax resolution.
OUR COMMITMENT
At TaxRise, we’re 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 (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner 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.
California Applicants: Please review our Notice at Collection and California Privacy Policy before submitting your application by clicking here.
Top Skills
TaxRise Irvine, California, USA Office
19900 MacArthur Blvd., Irvine, CA, United States, 92612
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