Tax Preparer, Client Services

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🔥 2 minutes ago

🌵 Arizona – Remote

🌵 Arizona – Remote

💵 $21 - $25 / hour

⏰ Full Time

🟢 Junior

📁 Client Services

👻 Ghost score 0%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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TaxRise

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2017

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

TaxRise is a leading tax resolution firm that specializes in helping clients address and resolve their tax issues efficiently and transparently. The company offers a variety of services, including tax negotiation, settlement, and compliance assistance, aiming to alleviate the stress of tax debt for individuals facing challenges such as unfiled returns and IRS audits. With a commitment to client support and education, TaxRise delivers personalized tax solutions tailored to each individual's financial situation.

📋 Description

• Review and validate client tax documentation, including W-2s, 1099s, prior-year returns, IRS notices, business income records, and asset or property sale documents • Assess file completeness and readiness for tax preparation, ensuring all required documentation is present and accurate • Proactively contact clients via phone, email, and CRM tasks to request missing or incomplete information • Serve as a trusted point of contact for clients during the documentation and readiness phase • Explain documentation requirements, timelines, and next steps using client-friendly language • Maintain detailed case notes, document tracking, and follow-up activity within the CRM • Manage a dedicated caseload while meeting quality, timeliness, and productivity expectations • Work closely with Tax Preparers to support efficient preparation and filing by delivering complete, organized, and accurate files • Escalate complex or unusual tax scenarios to leadership or licensed preparers when appropriate • The role does not prepare or file tax returns

🎯 Requirements

• Active CTEC registration or PTIN/CAF number • At least 1 year of hands-on tax preparation or tax documentation review experience • Strong working knowledge of common tax forms, including W-2s, 1099s, prior-year returns, and IRS notices • Experience supporting self-employed individuals, business owners, or clients with property or asset sales is strongly preferred • Excellent attention to detail and ability to identify missing or inconsistent tax information • Professional, confident verbal and written communication skills • Ability to manage multiple cases in a fast-paced, deadline-driven environment • Comfort using CRM systems and document management tools • Client-first mindset with the ability to balance empathy and accountability • Candidates must currently reside in Arizona (AZ) • Full-time availability, 40 hours per week • Occasional overtime may be required based on business needs

🏖️ Benefits

• 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 • Monthly bonus potential of $1,500–$2,500 • Occasional overtime pay may be available based on business needs

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