Remote Tax Prep Account Manager

TaxRise Inc.; Phoenix (AZ); Remoto; USD 29.000 - 34.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, Dental, and Vision Insurance

Paid Time Off

401(k) retirement plan with company m

Professional Development Program

Access to our on-site gym and gaming l

Catered team lunches every Friday

Descrizione del lavoro

TaxRise Inc. is hiring a Tax Preparer, Client Services / Tax Preparation Account Manager. This remote position requires Arizona residency and focuses on reviewing client tax documentation to ensure completeness and readiness for filing by licensed preparers.

You will engage with clients, identify gaps, and advance cases to a ready-for-preparer stage, balancing accuracy with timely service in a high-volume environment.

Competenze

• Active CTEC registration or PTIN/CAF number.
• At least 1 year of hands-on tax preparation or tax documentation review experience.
• Strong working knowledge of common tax forms (W-2s, 1099s, prior-year returns, IRS notices)
• Experience supporting self-employed individuals, business owners, or clients with property or asset sales is strongly preferred.
• Excellent attention to detail and ability to identify missing or inconsistent tax information.
• Professional, confident verbal and written communication skills.
• Ability to manage multiple cases in a fast-paced, deadline-driven environment.
• Comfort using CRM systems and document management tools.
• Client-first mindset with the ability to balance empathy and accountability.

Mansioni

• 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.

Conoscenze

Active tax registration

Tax documentation review

CRM systems

Document management tools

Client communication

Strumenti

CRM

Document management tools

Descrizione del lavoro

TaxRise Inc. is hiring a Tax Preparer, Client Services / Tax Preparation Account Manager. This remote position requires Arizona residency and focuses on reviewing client tax documentation to ensure completeness and readiness for filing by licensed preparers.

You will engage with clients, identify gaps, and advance cases to a ready-for-preparer stage, balancing accuracy with timely service in a high-volume environment.