Tax Preparer, Client Services

TaxRise Inc.; United States; Remote; USD 29,000 - 34,000; Full time

Benefits offered by this job

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

Job summary

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

Qualifications

• 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.

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 knowledge

Client communication

Attention to detail

Caseload management

CRM usage

Tools

CRM software

Document management

Job description

At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.

Join us and make a tangible difference in people’s lives while growing your career with a team that values your contributions.

ABOUT THE ROLE

The Tax Preparer, Client Services / Tax Preparation Account Manager is an experienced, client-facing role responsible for ensuring tax files are complete, accurate, and fully prepared for submission by our licensed Tax Preparers. This role serves as a critical quality and readiness checkpoint within the tax preparation workflow.

You will independently review client tax documentation, identify gaps or inconsistencies, and proactively engage with clients to obtain missing information. Once files are deemed complete, you will advance cases to a “preparer-ready” stage, enabling efficient and timely filing.

This role requires sound tax knowledge, excellent client communication skills, and the ability to manage a caseload with minimal oversight.

Location Requirement: This is a remote position, and we are only considering candidates who currently reside in Arizona (AZ).

HOW YOU’LL BE REWARDED

At TaxRise, Inc., we believe in rewarding expertise and performance. Team members in this role receive competitive hourly pay plus a monthly bonus tied to productivity, accuracy, and case progression.

Base Pay: $21.00 – $25.00 per hour (full-time, 40 hours per week). Occasional overtime may be required based on business needs.

Monthly Bonus: Average bonus potential of $1,500 – $2,500

WHAT YOU’LL DO

• 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

WHAT YOU’LL NEED TO HAVE

• 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

Note: This role does not prepare or file tax returns.

WHAT WE OFFER

We believe in taking care of our team so they can take care of our clients. Here’s what you can expect as part of the TaxRise family:

• Medical, Dental, and Vision Insurance (starting after 60 days)
• Paid Time Off
• 401(k) retirement plan with company match
• Professional Development Program to support your growth
• Access to our on-site gym and gaming lounge
• Catered team lunches every Friday
• Fun and energizing quarterly company outings

ABOUT US

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.

OUR COMMITMENT

At TaxRise, we’re proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. 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 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.

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