Remote Tax Prep: Client Services Specialist

TaxRise Inc.; United States; Remote; USD 29.000 - 34.000; Vollzeit

Benefits dieser Stelle

Medical, Dental, and Vision

Paid time off

401(k) retirement plan with company **

Professional development

On-site gym and gaming lounge

Catered team lunches every Friday

Company outings

Zusammenfassung

TaxRise is seeking a Tax Preparer, Client Services / Tax Preparation Account Manager to ensure client tax files are complete and ready for submission by our licensed preparers. You will review documentation, identify gaps, and engage clients to obtain missing information, advancing cases to preparer-ready status.

This remote role requires solid tax knowledge, strong client communication, and the ability to manage a caseload with minimal supervision, while supporting our tax professionals to

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Tax knowledge

Client communication

Attention to detail

Caseload management

CRM usage

Tools

CRM software

Document management

Jobbeschreibung

TaxRise is seeking a Tax Preparer, Client Services / Tax Preparation Account Manager to ensure client tax files are complete and ready for submission by our licensed preparers. You will review documentation, identify gaps, and engage clients to obtain missing information, advancing cases to preparer-ready status.

This remote role requires solid tax knowledge, strong client communication, and the ability to manage a caseload with minimal supervision, while supporting our tax professionals to