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About the Role:
- Act as a critical quality checkpoint in the tax preparation workflow.
- Ensure files are complete and ready for submission by licensed preparers.
What You'll Do:
- Communicate with clients to gather missing tax documentation.
- Manage multiple cases and maintain accurate records in the CRM.
What We Offer:
- Competitive hourly pay plus monthly bonus potential.
- Medical, dental, vision, 401(k), PTO, and professional development.
TaxRise
TaxRise provides tax relief services, offering hope and stability to individuals and families facing financial uncertainty. The company is fast-growing and passionate about reshaping the tax resolution industry with a culture of empathy and innovation.