Tax Preparation Administrator

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.

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.

We're all about that in-person vibe-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 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 YOU'LL 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 YOU'LL NEED TO HAVE

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 :

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.