A great place to build your career.
We’re small enough that all of us can make a difference, but large enough to lead our industry and tackle big problems. We move fast, celebrate great ideas, encourage testing and learning, and stretch for new solutions.
We want you to learn and grow with us. Onboarding programs, on-the-job training, career development sessions, and performance check-ins keep you on a path toward the next level.
DevOps Engineer
Summary
The Devops Engineer is a key contributor to the team and will be instrumental in building, deploying, maintaining, and automating our software development pipeline from source control to production. They will work closely with our software development, IT Infrastructure, and Information Security teams to select the right tools and processes through the Dev, QA, Staging, and Production environments to ensure that our code is delivering all defined functional and compliance requirements associated with each release in an efficient and sustainable methodology.
Essential Duties And Responsibilities:
- Administer, monitor, and deploy large scale systems and service solutions on AWS cloud infrastructure.
- Provide solutions, automation, and tooling for multiple platform service teams.
- Work closely with development teams on platform architecture to accelerate delivery of our solutions.
- Automate the creation, maintenance, and monitoring of a variety of production and test environments.
- Build and test automation tools for infrastructure provisioning.
- Handle code deployments in all environments.
- Create and manage CI/CD pipelines making use of Jenkins, Docker, Kubernetes, BitBucket and other tools as required.
- Monitor metrics and develop ways to improve.
- The job includes other duties and responsibilities assigned by management.
Administrative Assistant
Summary
The Administrative Assistant will assist the Processing department with basic clerical functions and generally be a helpful and positive presence in the workplace.
Essential Duties And Responsibilities:
- Ensuring the Power of Attorney is on file and updated
- Maintain confidentiality of highly sensitive tax information
- Manage complex office administrative work requiring the use of independent judgment and initiative
- Using various software, including word processing, spreadsheets, databases, e-fax and presentation software
- Filing and retrieving corporate records, documents, and reports
- Helping prepare for meetings
- Adhere to all the company’s goals and procedures
- Perform other office tasks as assigned
- The job includes other duties and responsibilities assigned by management
Client Experience Manager
Summary
We are looking for a Client Experience Manager to join the team at TaxRise that understands the importance of combining customer experience strategy, digital technology and data to improve the customer experience (CX) across very interaction and through every stage of the customer journey. The ideal candidate will have experience with customer engagement channels across multiple communication platforms.
This position is based in our Irvine, CA office and reports to the Chief Executive Officer. This role is for a strong team player who loves bringing ideas to the table, understands the customer point of view, and is obsessed creating positive customer experiences.
Essential Duties And Responsibilities:
- Become a subject matter expert (SME) of the customer lifecycle and understand the customer’s point of view by gathering information from employees across various departments, auditing all company communications to customers (i.e., email campaigns, phone calls, Calendly automations and SMS) to determine actionable insights.
- Serve as the voice of the customer in the design of the end-to-end experience journey, review current customer facing content and revise as necessary in a way that reflects a deep understanding of what drives satisfaction and eliminates customer pain points.
- Implement processes and tools, such as root cause analysis, and lead efforts like experience and impact mapping, ideation sessions, and action planning workshops to help identify and prioritize actions that would improve experiences
- Prioritize potential CX projects and then lead our highest priority efforts in close collaboration with members of other company functions. This includes creating, owning and executing a CX roadmap using a project management tool (i.e., Asana, Monday, Jira, etc.).
- Setting up, testing and maintaining our third-party integrations, including troubleshooting any sync or data errors.
- Manage a database of customer communications, responsible for the creating of missing content, updating content and personalizing messages using an empathetic and friendly tone.
- Setting up, testing and maintaining our third-party integrations, including troubleshooting any sync or data errors
- Review call flows in TalkDesk to configure average wait times, max wait queues, interactive voice responses (IVR), hold message, and call dispositions and collaborate with stakeholders in IT and Data teams to improve CX.
- Drive customer-centric change by sharing your recommendations and your customer expertise with the Product and Engineering teams to deliver improvements to CRM and other platforms and contribute to the product roadmap.
- Identify and provide management suggestions for improvements to current processes to increase efficacy, customer satisfaction, and customer onboarding experience.
- Be proactive and innovative. Provide senior leadership with ideas in areas of improvement. Collaborate cross-functionally to improve the overall client journey. Leverage technology to streamline processes and embrace a forward-thinking mindset.
- Perform other essential job functions as required or assigned.
Mail Clerk
Summary
The purpose of this position is to process inbound and outbound company mail in a timely manner. The Mail Clerk will work alongside the Sales Team and Processing department with the Case Managers and Caseworkers to manage and process all inbound and outbound company mail in a timely manner, support communication through incoming and outgoing phone calls, and emails from existing and new clients. The Mail Clerk must demonstrate strong attention to detail and a natural ability to multi-task and problem solve.
Essential Duties And Responsibilities:
- Prepare documents for mailing- fix postage, ensure proper labeling, and ensure correct addressing
- Open, upload, and distribute incoming mail as necessary
- Ensuring incoming OIC (Offer in Compromise) packets are uploaded and communicated to case manager
- Manage a high volume of incoming mail and properly distribute to the appropriate recipient
- Assist Case workers with scanning, faxing, and filling of case materials
- Handle extremely sensitive client information and ensure proper disposal when necessary
- Maintain mail station organization and keep all mailing supplies stocked
- Ensure client files are maintained in accordance with company operating procedures
- Management all outgoing mail to ensure client cases stay complaint
- Process Power of Attorney (POA) for clients in compliance
- Process all incoming faxes received in a timely manner
- Performs other related duties as assigned by management
Tax Professional
Tax Department
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Summary
The purpose of the Tax Professional position is to act as a liaison between our Clients, IRS, and/or State Tax Agencies. Represent clients in legal proceedings, draw up legal documents and advise clients on legal transactions.
Essential Duties And Responsibilities:
- Negotiate past due tax liabilities with the IRS and State Tax agencies
- Manage client files and obtain documents relevant to Taxpayer resolution strategies
- Release taxpayers from aggressive IRS and State collection actions including wage garnishments and bank levies
- Contact and assist taxpayers assigned to Revenue officers; and conduct negotiations to prevent additional enforcement by Revenue Officers
- Manage assigned client pipeline and correspondence with IRS/State authorities
- Prepare detailed financial statements, including but not limited 433-A, 656, 433-B, Form 9465, etc.
- Provide instructions and guidance to case managers with respect to client files
- Preparation and execute Offer in Compromise application, Installment Agreements, Currently Non-Collectible hardship applications, obtain penalty Abatements, and collection holds
- Prioritize caseloads and complete additional tasks and duties as needed
- Appeal program rejections if applicable.
- Performs other related duties as assigned by management
Case Manager
Processing Department
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Summary
The purpose of this position is to build relationships with Clients and the IRS so that TaxRise can offer full spectrum representation to taxpayers with a variety of tax issues. Our clients are in need of a number of services such as assistance applying for settlement offers, setting up payment plans, protection against IRS audits, and removing federal and state levy, liens, and garnishments.
Essential Duties And Responsibilities:
- Conduct financial analysis of the client’s income, expenses, and assets and assemble all documents necessary to present to the proper government agencies
- Ensure clients files are maintained in accordance with company operating procedures
- Review file information and maintain contact with assigned clients to ensure that they are fully aware of the status of their case
- Work closely with each clients Tax Professionals to keep them current with pertinent case information and on track during the client’s Resolution Phase
- Maintain transparency through open, helpful, and focused communication with clients by providing accurate case status in a timely manner to help eliminate clients confusion and complaints.
- Work with the case management team to resolve clients concerns as they arise and address any questions the client may have.
- Continuously research and develop strategies to defend the taxpayers’ positions while
- ensuring collection enforcement to protect the client from any liens or levies.
- Manage the caseloads and assignments while efficiently navigating and updating the computer systems
- Distribute tax forms to clients as necessary
- The job includes other duties and responsibilities assigned by management
Inside Sales Representative
Summary
The purpose of this position is building relationships with clients to ensure competency and compliancy of tax investigations. engaging potential clients over the phone, feeling them out and being able to build relationships on the spot never taking no for an answer.
Essential Duties And Responsibilities:
- Handle the full cycle of sales for inbound and outbound calls, scheduling follow-up calls, and successfully close deals.
- Use scripts to provide information about programs, services, prices etc. and present their benefits
- Utilize different verbal sales methods of communicating with potential clients
- Emphasizes service features based on analyses of customers’ needs and on knowledge of programs and services
- Generate new business via outbound calls and emails
- Drive value of product to client; upsell products
- Accurately track all communications in CRM system
- Conducts clients follow-up calls to ensure that they understand the service and are moving forward with contract/agreement
- Collaborate with colleagues to exchange information such as selling strategies and marketing information
- Utilize a consultative sales approach to explain our programs and services
- Manage your leads/calendar/time efficiently to ensure that all monthly sales goals are met
- The job includes other duties and responsibilities assigned by management