On-Site Tax Prep Associate | Detail-Driven & Client-Focused

TaxRise Inc.; Irvine (CA); On-site; USD 33,000 - 36,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Paid Time Off

401(k) retirement plan with company mа

Professional Development Program

On-site gym and gaming lounge

Catered team lunches

Quarterly company outings

Job summary

TaxRise Inc. in Irvine, CA seeks a Tax Preparer Associate to act as the quality checkpoint before filing. You will review W-2s, 1099s and IRS notices, identify gaps, and contact clients to obtain missing information.

This on-site role requires strong tax knowledge, impeccable accuracy, and the ability to manage a busy caseload with minimal supervision. You’ll collaborate with licensed preparers to deliver complete, well-organized files for timely submission and provide clear documentation

Qualifications

• Knowledge of W-2s, 1099s, and IRS notices.
• Experience supporting self-employed clients or business owners.
• Excellent attention to detail for missing/inaccurate tax data.
• Strong verbal and written communication.
• Able to manage multiple cases in a fast-paced environment.
• Comfort with CRM and document management tools.
• Client-first mindset balancing empathy and accountability.

Responsibilities

• 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.
• Clearly explain documentation requirements, timelines, and next steps using client-friendly language.
• Maintain detailed and accurate 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 of returns by delivering complete, well-organized, and accurate files.
• Escalate complex or unusual tax scenarios to leadership or licensed preparers when appropriate.

Skills

Tax forms knowledge

Self-employed support

Attention to detail

Verbal and written communication

Time management

CRM familiarity

Client-first mindset

Tools

CRM software

Job description

TaxRise Inc. in Irvine, CA seeks a Tax Preparer Associate to act as the quality checkpoint before filing. You will review W-2s, 1099s and IRS notices, identify gaps, and contact clients to obtain missing information.

This on-site role requires strong tax knowledge, impeccable accuracy, and the ability to manage a busy caseload with minimal supervision. You’ll collaborate with licensed preparers to deliver complete, well-organized files for timely submission and provide clear documentation