Job description

Touting both an innovative approach to tax resolution and an exciting work environment, we are unlike any ordinary tax relief firm. Each of our departments exudes its own distinctive and engaging energy, seasoned with a healthy amount of hype.

We’re on a mission to evolve the way taxpayers resolve their tax issues. Join a team who loves to celebrate, break-company-records, and most importantly, change lives. We’re the fastest- growing company in our industry and looking to expand our team, so we can truly dominate this space.

Summary:

The purpose of this position is to build relationships with Clients and the IRS so that TaxRise can offer full spectrum representation to taxpayers with a variety of tax issues. Our clients are in need of a number of services such as assistance applying for settlement offers, setting up payment plans, protection against IRS audits, and removing federal and state levy, liens, and garnishments.

Job Duties and Requirements:

• Conduct financial analysis of the client’s income, expenses, and assets and assemble all documents necessary to present to the proper government agencies
• Ensure clients files are maintained in accordance with company operating procedures
• Review file information and maintain contact with assigned clients to ensure that they are fully aware of the status of their case
• Work closely with each clients Tax Professionals to keep them current with pertinent case information and on track during the client’s Resolution Phase
• Maintain transparency through open, helpful, and focused communication with clients by providing accurate case status in a timely manner to help eliminate clients confusion and complaints.
• Work with the case management team to resolve clients concerns as they arise and address any questions the client may have.
• Continuously research and develop strategies to defend the taxpayers’ positions while ensuring collection enforcement to protect the client from any liens or levies.
• Manage the caseloads and assignments while efficiently navigating and updating the computer systems
• Distribute tax forms to clients as necessary
• The job includes other duties and responsibilities assigned by management

Education and/or Experience:

• Possess excellent computer (G Suite, Microsoft Office) skills, including working knowledge of CRM systems
• Excellent written and verbal communication and customer services skills
• Time management – multi-tasker, able to manage large caseloads, prioritize cases and follow up with Tax Professionals, Sales, and Clients in a timely manner
• Ability to remain focused and productive within a fast-paced environment while maintaining a strong work ethic
• High school diploma or general education degree (GED); or two years related experience and/or equivalent combination of education and

What Do We Offer?

• Medical, Dental, and Vision Insurance after 60 days
• Paid Time Off (Vacation, Sick, Holidays)
• 401(k) retirement plan
• Professional Development Program
• Access to on-site gym and gaming lounge
• Quarterly company outings
• Catered meals every Friday

The above is intended to describe the general content and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Tax Rise Inc is an equal employment opportunity employer and prohibits discrimination and retaliation in employment based on race, religious creed, color, sex, gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, uniform service member status, marital status, pregnancy, age, medical condition (cancer related or HIV/AIDS related), genetic characteristics, physical or mental disability, as well as any other category protected by federal, state, or local laws. In accordance with applicable federal and state laws protecting qualified individuals with known disabilities, TaxRise Inc will attempt to reasonably accommodate those individuals unless doing so creates an undue hardship on the Company.

Job Type: Full-time

Pay: $20.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Referral program
• Vision insurance

Experience level:

• 2 years

Shift:

• 8 hour shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to commute/relocate:

• Irvine, CA 92612: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• If offered a position, how soon would you be able to start?

Work Location: One location

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