Tax Prep Quality Assurance Specialist

TaxRise Inc.; United States; Remote; USD 25,000 - 39,000; Full time

Benefits offered by this job

Hourly pay with monthly bonuses

Health insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Professional development

Job summary

TaxRise Inc. is seeking a detail-oriented intake specialist to serve as a quality checkpoint in the tax preparation workflow. You will communicate with clients to gather missing tax documentation and ensure all files are complete for submission by licensed tax preparers.

You will manage multiple cases, maintain accurate CRM records, and help keep the workflow smooth and compliant. This role offers competitive hourly pay with monthly bonus potential and a benefits package including health,

Qualifications

• Act as a quality checkpoint in the tax preparation workflow.
• Gather missing tax documentation from clients.
• Maintain accurate records in the CRM.

Responsibilities

• Communicate with clients to collect missing tax documents.
• Manage multiple cases and keep detailed records in the CRM.
• Assist with ensuring documents are complete for licensed preparers.

Skills

Client communication

CRM management

Record keeping

Tools

CRM software

Job description

TaxRise Inc. is seeking a detail-oriented intake specialist to serve as a quality checkpoint in the tax preparation workflow. You will communicate with clients to gather missing tax documentation and ensure all files are complete for submission by licensed tax preparers.

You will manage multiple cases, maintain accurate CRM records, and help keep the workflow smooth and compliant. This role offers competitive hourly pay with monthly bonus potential and a benefits package including health,