Tax Preparer, Client Services (Fully Remote)

TaxRise; 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

• Act as a critical quality checkpoint in the tax preparation workflow.
• Ensure files are complete and ready for submission by licensed preparers.

What You'll Do:

• Communicate with clients to gather missing tax documentation.
• Manage multiple cases and maintain accurate records in the CRM.

What We Offer:

• Competitive hourly pay plus monthly bonus potential.
• Medical, dental, vision, 401(k), PTO, and professional development.

TaxRise

TaxRise provides tax relief services, offering hope and stability to individuals and families facing financial uncertainty. The company is fast-growing and passionate about reshaping the tax resolution industry with a culture of empathy and innovation.