Description

INTRO TO TAXRISE:  

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. 

ABOUT THE ROLE:

The POA (Power of Attorney) Specialist plays a crucial role in providing support to the Tax Investigation Specialist and Sales Team by ensuring the acquisition and proper management of all necessary power of attorney forms. This role requires meticulous attention to detail, a commitment to accuracy, and the ability to handle sensitive client information with confidentiality. The ideal candidate thrives in a dynamic, fast-paced environment and enjoys contributing to a positive team atmosphere.

WHAT YOU’LL DO:

• Contact clients to obtain proper power of attorney forms/authorizations required for successful Resolution Eligibility. Review documentation to confirm clients' names and social security numbers are accurately recorded and on file.
• Collaborate closely with the Tax Investigation team to ensure a seamless workflow and provide support as needed. Perform other essential job functions as required or assigned to contribute to the overall success of the team and organization.
• Consistent time and attendance is crucial not only for operational efficiency and team collaboration, but also to meet the high standards of client needs. 
• Ensure all power of attorney forms and authorizations are properly organized and stored in accordance with company policies and procedures.
• Conduct regular follow-up calls or emails with clients to track the status of pending power of attorney forms and provide any necessary assistance or clarification.
• Enter client information and update case notes accurately and promptly in the CRM system. Maintain comprehensive and up-to-date records of all client interactions and documentations.
• Collaborate with other departments to ensure seamless communication and coordination in obtaining necessary documentation and providing support to clients. 
• We expect all employees to maintain professional and respectful interactions, conduct, and behavior in the workplace and during company functions, in accordance with TaxRise standards. 

WHAT YOU’LL NEED TO HAVE:

• Strong attention to detail and accuracy in data entry and document handling.
• Excellent written and verbal communication skills to effectively interact with clients and team members.
• Ability to work both independently and collaboratively within a team environment.
• Demonstrated ability to handle confidential information with discretion and integrity.
• Self-motivated with a proactive approach to tasks and responsibilities.
• Capacity to manage competing priorities and thrive in a fast-paced work environment.
• Effective interpersonal skills for professional interactions with employees at all levels of the organization.
• Proficiency in Microsoft Office Suites, Excel, Google Gmail, Calendly, and internal communication software.

WHAT WE OFFER:

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

PAY RANGE: $18.00 – 21.00 per hour

The above-range represents TaxRise’s current good-faith pay scale for this role. TaxRise reserves the right to modify or update this range at any time.

At TaxRise, we’re proud to be an equal opportunity employer. We realize the key to creating a company with world-class culture and employee experience comes from who we hire and creating a workplace that celebrates everyone. 

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 state or federal 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.