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:

Tax Preparers are responsible for income tax preparation for individuals and companies. They identify potential tax credits, liabilities, ensure accurate and complete returns are filed in a timely manner. Tax preparers are to complete tax forms in accordance with the policies and in compliance with legislation and regulations.

The tax preparer will be responsible for communicating with clients about the tax preparation process, setting appointments, and assisting with tax preparation and filing.

WHAT YOU’LL DO:

• Prepare current year and past due tax returns for individuals and small businesses.
• Collect any necessary documentation and record information pertinent to the case.
• Ensure clients files are maintained in accordance with company operating procedures.
• Reviews financial records such as income statements and documentation of expenditures.
• Proficient with technology and solid knowledge of computer operations and software.
• Utilize and leverage government websites and toolkits to seek out and obtain the most accurate information.
• Prioritize caseloads and assignments; remain focused and adaptable in a fast-paced working environment.
• Prepare a high volume of simple to complex tax returns for individuals and small businesses.
• Assists with ensuring that clients receive the maximum tax debt savings possible by identifying potential deductions and credits.
• Works closely with Case Managers, Enrolled Agents and/or Tax Attorneys.
• Ensure the confidentiality of each client by following all company procedures regarding information handling.
• Resolve any technical or customer service-related issues.
• Work alongside case manager to collect necessary information to prepare tax returns.
• Properly package tax returns to be mailed out to the IRS and corresponding state.
• Performs other related duties as assigned by management.

WHAT YOU’LL NEED TO HAVE:

• 3 years of tax preparation experience is required.
• Must have active CTEC license.
• Certified Tax Preparer / PTIN holder is required.
• Must be proficient in both business and individual tax returns.
• Prior tax preparation experience in a tax practice required.
• The ideal candidate will have a background in business, finance, accounting, or tax.
• Knowledge of tax laws, tax concepts and familiarity with form 1040 and schedules.
• Ability/motivation to expand expertise and obtain a tax credential or certification – TaxRise offers a program to obtain your EA.
• Ability to work within a team to assist in preparation of accurate tax returns in a timely manner.
• Strong Research skills and the ability to quickly use online resources to find answers.
• Critical thinking and problem solving.
• Comfortable working in a fast-paced environment.
• Excellent customer service skill.
• Strong written and verbal communication skills

WHAT’S NICE TO HAVE:

• Must be a current certified Enrolled Agent or licensed CPA
• Bachelor’s Degree in Accounting or Finance preferred
• Bilingual is a plus

We understand potential comes in many forms. Even if you don’t check every box, we still encourage you to apply; we consider all qualified candidates.

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: $27.00 - $32.00 per hour plus monthly bonus potential

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.