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.
Customer Service Representative
Clerical
Summary
The Customer Service Representative carries out all customer service activities responding to customer inquiries, works with clients in identifying their needs, providing assistance as needed and communicating information across various departments including Sales, Processing and Quality Assurance.
Job Duties And Responsibilities:
- Builds and maintains effective professional relationships with clients
- Develop relationship with customers by responding to all inquiries and complaints in a timely manner by phone, email, text message and Intercom.
- Contact all clients included under the “missed call” Logics channel and the answer force platform in a timely manner.
- Contacts clients by phone, email, and text message to retrieve required documents and/or information
- Handles questions about company products and services in a professional manner
- Possesses detailed knowledge about the Company’s products
- Ensures full customer satisfaction without unnecessarily referring customer to other staff
- Meets customer needs, offers options, resolves problems and follows up with customers
- Ability to learn new procedures and information in a timely manner
- Upload documents to CRM as needed
- Reroute calls to the requested department
- Uphold the highest standard of professionalism and care when handling clients
- Performs other related duties as assigned by management
Engineering Manager
Engineering
Summary
Build, manage, coach engineering teams and business stakeholders for MIADVG. Help the organization enhance the people, processes, and technology. Be an inspirational wellspring of ideas, creativity, analytical thinking, solution architecture, team dynamics, and much more. Blaze trails with innovating Fintech and ML/AI solutions combined with robust data products.
Job Duties And Responsibilities:
- Manage a stellar engineering team onsite and globally distributed teams that will scale as the company and business grows, identifying and filling any team gaps.
- Develop a team-oriented, supportive culture with a strong focus on creating a working environment that fosters collaboration, open communication and delivering outcomes.
- Be responsible for team output and hands on day-to-day writing and reviewing code. Provide instruction, guidance, and effective architectural best practices for innovation.
- Work with Product Leaders to constantly improve team productivity, refine agile processes, and create methods to increase efficiency for all engineering teams.
- Champion and coach based on experience in test-driven development, functional test development and performance test harnesses where applicable
- Perform personnel management tasks for a team of developers, including performance reviews, mentoring, and planning each direct report’s growth.
- Train new software engineers on our best practices, standards, culture, and policies. Lead cross team knowledge transfer sessions. Advocate for and contribute to the use of technical documentation.
- Encourage active participation in all phases of the project lifecycle from ideation to post-deploy write ups. Work with product and project management to define and hone requirements, remove impediments, and provide visibility to stakeholders.
- Demonstrate personal ownership of all team execution and delivery
- The job includes other duties and responsibilities assigned by management
Digital Platform Coordinator
Summary
The Digital Platform Coordinator is responsible for the execution and optimization of assigned digital marketing platforms as well and their inherent campaigns. Reporting and monitoring in collaboration with the Data Team. Monitoring trends and activity spikes and providing suggestions to their supervisor. This role is for a strong team player who loves bringing ideas to the table, shares best practices, and who enjoys developing and growing others.
Job Duties And Responsibilities:
- Research and find advertising trends amongst current and new multimedia platforms.
- Research and implement new and agile strategies for the ongoing campaigns.
- Consistently engage in competitor research on platforms that they are tasked to coordinate.
- Daily optimize both CPC and CPL, for assigned platforms.
- Review and implement new creatives developed by the Branding Department.
- Implement new Ad types and placements.
- Monitor KPI’s on platforms.
- Create tickets for new creative collateral.
- Conduct internal research on the effectivity of the specific platform vs comparison.
- Review and respond to relevant tickets in a timely manner.
Dialer Administrator
Summary
TaxRise is searching for a seasoned Dialer Administrator that has the proper experience in using a dialer system while understanding the basic principles associated with data structure and optimizations. Dialer Administrator plays a critical role in every call center and customer contact center environment by making sure the dialer system is working properly and efficiently. These workers are required to be experts in the dialer system, which includes routing calls and automating the process of dialing numbers. The Dialer Administrator is also in charge of reducing the cost of making phone calls by reducing repetitive and error-prone work.
Responsible for daily management of the phone system (current Nice in-Contact – GoTo Meeting (Jive), including but not limited to list management, creating and tracking adherence metrics, planning and scheduling of short and long-term staffing in the call center. This integral IT position supports the overall functionality of our Sales and Customer Service departments. The objective of this position is to develop and optimize staffing resources. The position is an individual contributor. The candidate will have a strong personality and experience managing call center technology and in workforce management, ability to think outside the box is crucial. Must be a team player with strong interpersonal skills.
Job Duties And Responsibilities:
- Perform daily uploads, downloads, and importing
- Ensure and document outbound dialer activity
- Analyze dialer-output data to identify potential problems and issues
- Run payment report regularly
- Create and update dialing campaigns filter, list strategies and reports
- Monitor and adjust the performance of the dialer systems
- Complete other duties assigned
- Responsible for all aspects of the call center technology platform including conversational IVR, cloud based contact center solutions, workforce management, and outbound dialing/campaign management
- Phones and IVR must be fully operational
- Partner with business leaders to develop new functionality to improve the borrower and agent experience
- Responsible for team member scheduling to endure all intervals during business hours are staffed to support expected call volumes
- Develop and manage strategy to run outbound campaigns, ensuring the saturation and penetration targets are achieved
- Collaborate with internal and external partners to maximize achievement of business goals.
- Lead and mentor team members in building out the Analytics function completing requires training and certifications
- Monitoring of agent activities
Full Stack Web Developer
Summary
Act as a jack of all trades with regards to Fullstack software engineering. Spearhead projects, discussions, innovations, and improvements across internal teams and with external business stakeholders for MIADVG. Help the organization enhance the people, processes, and technology. Be an inspirational wellspring of ideas, creativity, analytical thinking, solution architecture, team dynamics, and much more. Blaze trails with innovating Fintech and ML/AI solutions combined with robust data products.
Job Duties And Responsibilities:
- Concepting, creating and building websites and applications alongside our UX/UI, Product, Data Architecture, DevOps teams.
- Taking designer wireframes and mockups and magically turning them into effective code.
- Working through the software development lifecycle (SDLC) through UAT and Go-Live.
- Designing user-based interactions through effective front-end architecture framework.
- Developing functional database applications and servers to support our applications on the back end.
- Coding for various platforms to ensure functionality across multiple channels.
- Leading and developing best practices for development team.
- Developing and designing RESTful services and APIs.
- Determining application responsiveness for consumers.
- Managing database administration and hosting duties.
- Troubleshooting issues and problem solving as necessary.
- Keeping current with industry trends and developments that can be applied to company needs.
- The job includes other duties and responsibilities assigned by management
Financial Analyst Lead
Tax Department
Apply Here
Summary
The Lead Financial Analyst role is to assign, review, and monitor financial analyst pipelines.
The Lead Financial Analyst will be working analysts as a guide, and individual whom subordinates can look to for guidance. While setting team goals and expectations to adhere with the departments needs.
This role is responsible for ensuring that all client financials are properly matriculated and analyzes by the Financial Analyst on their team and that resolutions are being assessed accurately.
Job Duties And Responsibilities:
- Use financial systems and data provided by the client to determine best resolution with the IRS.
- The incumbent maintains responsibility for the review of application documents as part of the verification process to determine eligibility, data analysis, evaluation, and resolution.
- Organize and manipulate large sets of data for analysis
- Utilize data processing technology
- Think critically to create calls to action
- Communicate insights effectively and comprehensively
- Process data, research, and develop analyses to efficiently create insights and create metrics to measure success
- The job includes other duties and responsibilities assigned by management
Customer Service Manager
Management
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Summary
The Customer Service Manager is responsible for daily supervisor of our client care department and providing exceptional customer service to every client every time. This role will provide leadership to ensure the highest levels of quality, service, performance, and efficiency standards are implemented and maintained within the team. This role is for a strong team player who loves bringing ideas to the table, shares best practices, and who enjoys developing and growing other.
Job Duties And Responsibilities:
- Train and develop your team to successfully perform their duties to advance our proactive customer service mindset.
- Collaborate with management to ensure team alignment with overall department goals and objectives.
- Perform call quality audits, tracks performance via a scorecard and provides timely feedback to agents.
- Responsible for delivering exceptional customer service, including open channels of communication, prompt response to inquiries and requests, and timely accurate results that meet clients needs.
- Develop strategies to reinforce, train and disseminate information to meet operational and service performance requirements.
- Sets priorities and manages case load for Client Care team to ensure client inbound calls and missed calls are responded in a timely and effective manner.
- Influence, motivate, and lead a team to drive change within our organization as we continue to advance our customer service capabilities.
- Develops and manages the new employee training materials and facilitates the onboarding process of new hires with high level of attention to detail.
- Establish Key Performance Indicators (KPI’s) and ensure team is held accountable for meeting goals.
- Cultivates positive relationships with customers through direct interaction and by achieving positive customer satisfaction results.
- Actively manages quality assurance: live call monitoring, drop-ins, call trends.
- Holds individual monthly meetings with each team member to review call audits, attendance, coaching and feedback
Servicing Lead
Processing Department
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Summary
The Servicing Lead is responsible for supervising a team of case managers, directing their pipeline to ensure a smooth workflow, establishing department standards for the efficient collection of client documentation in the allotted time frames, and ensuring exceptional customer service is provided to every client. This position is based in our Irvine, CA office and reports to the Processing Manager. This role is for a strong team player who loves bringing ideas to the table, shares best practices, and who enjoys developing and growing others.
Job Duties And Responsibilities:
- Lead a team to collect client information and documentation to keep cases moving through all stages of the customer journey in their allotted time frames.
- Monitor team pipeline using dashboards and reports to ensure cases are not in any phase of the customer journey beyond allotted time standards.
- Support team by onboarding and developing new hires, establishing time management practice, provide training on proper call handling, assisting with escalation calls, and prioritizing daily activities.
- Conduct weekly team meetings to review team performance, procedure, review calls of the week, share best practice, and keep team motivated towards team and individual goals.
- In addition to team meeting, coordinate weekly one-on-one meetings with team members to provide individualized feedback, coaching, areas of development, personal goals and performance management.
- Conduct on-the-spot feedback as needed to develop team members and help install a culture of continues coaching.
- Audit team’s calls to ensure exceptional customer service is provided, scripts are followed, proper call handling techniques, and proactively identify trends in order to provide coaching as necessary.
- Become an expert in CRM to thoroughly review cases, notes, activity, reporting and ensure statuses are accurate and adhere to company standards.
- Establish procedures to guarantee case managers are prepared, knowledgeable of a client’s case and missing documentation, in advance of calls.
- Create and implement safeguards to ensure all appointments are completed and start on time.
- Develop controls to maintain adequate coverage at all times.
- Accountable for supporting the team to meet their monthly productivity goals while maintaining acceptable customer service satisfaction (CSAT) scores.
- Responsible for reviewing and approving timecards, responding to time of requests, and reconciling missing punches.
- Identify and provide management suggestions for improvements to current process to increase efficacy, customer satisfaction, customer onboarding experience, new hire training, team morale, etc.
- 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.
Credit Manager
Management
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Summary
The Credit Manager is responsible for overseeing the Company’s financing process to ensure every client is offered appropriate financing and payment options based on the evaluation of creditworthiness. The credit manager is responsible for developing a credit risk strategy that supports the growth of the company while maintaining our client’s needs. The position is based in our Irvine, CA office and reports to Chief Financial Officer. This role is for a strong team player who loves bringing ideas to the table, shares best practices, and who enjoys developing and growing other.
Job Duties And Responsibilities:
- Leads a team to collect and analyze client credit information and financial data with credit policy and applicable laws to evaluate creditworthiness and determine best financing options available.
- Develop, implement, and monitor flexible payment plans that support company growth and reduce accounts entering default status.
- Create process to establish creditworthiness of new and existing customers through financial analysis and defined parameters.
- Drive new product workflows and improve current process around credit authorization and monitorization.
- Reviews monthly performance of accounts approved for third-party financing, and collaborates with Sales and Financing teams to discuss resolutions for troubled accounts and proactively identifying risks.
- Assist and respond to customers with requests, questions and complaints regarding their accounts.
- Utilize commercial and consumer credit reports and other third-party data to make credit decisions relative to credit applications in accordance with approved credit policy and established procedures.
- Prepare ad hoc reporting on company/product performance for leadership
Tax Preparation Manager
Tax Department
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Summary
The Tax Preparer Manager is responsible for overseeing the Tax Prep Department, ensuring the team maintains a high level of tax knowledge while preparing tax returns in accordance with the policies and in compliance with legislation and regulations.
Job Duties And Responsibilities:
- Assisting with training and coaching
- Finding and implementing opportunities for process improvement in filing client’s tax returns
- Managing and mentoring members of tax team to greater levels of effectiveness and engagement
- Accurately preparing and filing federal and state tax returns in a timely manner
- Proactively communicating with key staff to gather information and provide guidance on tax-related assignments as requested
- Advancing your expertise in tax matters through continued education and research
- Preparing current year and past due tax returns for individuals and small businesses
- Assisting with ensuring that clients receive the maximum tax debt savings by identifying potential deductions and credits
Mail Clerk
Clerical
Apply Here
TaxRise Inc didn’t become the nation’s fastest-growing tax relief company by following indursty norms. Touting both an innovative approach to tax resolution and an exciting work environment, we are unlike any ordinary tax relief firm. Each of our departments exude its own distinctive and enagaging energy, seasoned with a healthy amount of hype. TaxRise’s primary mission will always be our clients’ freedom, and that’s not changing anytime soon.
Mail Clerk
We are seeking a Mail Clerk who is enthusiastic to be part of our company. The Mail Clerk will work alongside the Sales Team and Processing department with 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 email from excisting and new clients. The Mail Clerk must demonstrate strong attention to detail and ability to multi-task and probem solve.
Job 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 Investigation Specialist
Tax Department
Apply Here
Our company is expanding!!!! Urgently hiring Client Care Representatives to join our team!
Are you looking to work for a company that invests in their employees and offers professional growth opportunities? Are you interested in a structured position where your path for success is clear and achievable? If so, TaxRise is for you!
We are currently looking for Tax Investigation Specialists who will build relationships with Clients and the IRS so that TaxRise can offer full spectrum representation to taxpayers with a variety of tax issues.
Job Duties And Responsibilities:
- Run Tax Investigations for State Agency
- Run IRS Tax Investigations via THS and telephonic-ally and update case accordingly
- Submit POAs online to both IRS & State Agencies
- Upload transcripts to clients’ case files and status case accordingly
- Complete assigned tasks by required deadlines
- Maintain proper notes in CRM and track progress accordingly
- The job includes other duties and responsibilities assigned by management.
Administrative Assistant
Administrative
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A little about TaxRise:
We’re on a mission to evolve the way taxpayers resolve their tax issues. Join a team who loves to celebrate, break-company-records, and most importantly, change lives. We’re the fastest-growing company in our industry and looking to expand our team, so we can truly dominate this space.
Administrative Assistant
We are seeking a highly motivated, energetic and detail orientated Administrative Assistant to support the Tax Resolution team. The ideal Candidate will be able to assist 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 for each client
- 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
- Accurately recording minutes from meetings
- Adhere to all the company’s goals and procedures
- Perform other office tasks as assigned
- Performs other related duties as assigned by management
Tax Professional
Tax Department
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TaxRise is currently the fastest growing tax relief company in the Nation. Our innovative mentality along with cutting edge technology has resulted in industry breaking growth. Our mission is to assist taxpayers achieve the best resolution to their tax issues and do it faster than anyone else.
If you are looking to work for a company that invests in their employees and offers professional growth opportunities, If you want a structured position where your path for success is clear and achievable, TaxRise is for you!
We are currently looking for Enrolled Agents to act as a liaison between our Clients, IRS, and/or State Tax Agencies. Represent clients in legal proceedings, draw up legal documents and achieve Tax Resolutions. We value flexibility, problem solving skills, reliability, Confidentiality, organizational skills, and workload prioritization.
Essential Duties And Responsibilities:
- Research and develop strategies to defend the taxpayers
- Release taxpayers from 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
- Provide instructions and guidance to case managers with respect to client files
- Prioritize caseloads and complete additional tasks and duties as needed
- Retain records and tax information of clients confidential
- Performs other related duties as assigned by management
Financial Analyst
Tax Department
Apply Here
TaxRise Inc is the nation’s fastest-growing tax relief company!!!
Touting both an innovative approach to tax resolution and an exciting work environment, we are unlike any ordinary tax relief firm. Each of our departments exudes its own distinctive and engaging energy, seasoned with a healthy amount of hype. TaxRise’s primary mission will always be our client’s financial freedom, and that’s not changing anytime soon.
Financial Analyst:
We are currently seeking a Financial Analyst who can work closely with Case Managers and Tax Professionals to analyze taxpayers’ case details, examine income and expenses, and determine the best resolution for our clients.
Essential Duties And Responsibilities:
- Use financial systems and data provided by the client to determine best resolution with the IRS
- The incumbent maintains responsibility for the review of application documents as part of the verification process to determine eligibility, data analysis, evaluation and resolution
- Organize and manipulate large sets of data for analysis
- Utilize data processing technology
- Communicate insights effectively and comprehensively
- Process data, research, and develop analyses to efficiently create insights and create metrics to measure success
- Preparing and reviewing tax forms
- The job includes other duties and responsibilities assigned by management
Client Success Representative
Processing Department
Apply Her
TaxRise Inc is the nation’s fastest-growing tax relief company!!
Touting both innovative approach to tax resolution and an exciting work environment, we are unlike any ordinary tax relief firm. Each of our departments exudes its own distinctive and engaging energy, seasoned with a healthy amount of hype. TaxRise’s primary mission will always be our clients’ financial freedom, and that’s not changing anytime soon.
Client Retention Agent:
The objective of a Client Retention Agent is to identify the request of upset clients and provide solutions to make sure we have a successful relationship with the client, whether they cancel or stay on board.
Job Duties and Responsibilities:
- Call clients who are requesting to cancel and address their situation
- Provide solutions to the problems that the client is going through
- Provide feedback to department manager on internal flows we can adapt and become better at
- Cancel clients cases if they don’t want to move forward
- Work with sales/processing team to find solution
- Provide refund to clients upon manager approval
- Clear pipeline of “unresponsive” clients
Case Manager
Processing Department
Apply Here
Our company is expanding!!!! Urgently hiring Client Care Representatives to join our team!
Are you looking to work for a company that invests in their employees and offers professional growth opportunities? Are you interested in a structured position where your path for success is clear and achievable? If so, TaxRise is for you!
We are currently looking for Client Care Representatives with outstanding customer service, individuals who can build professional relationships with our clients while managing their files. We value flexibility, problem solving skills, reliability, organizational skills and workload prioritization.
Who we are:
We’re on a mission to evolve the way taxpayers resolve their tax issues. Join a team who loves to celebrate, break-company-records, and most importantly, change lives. We’re the fastest-growing company in our industry, and we are looking to expand our business by offering the best customer experience possible while investing in the professional growth of our team members.
Job Duties and Responsibilities:
- Distributing and collecting 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
- Manage the caseloads and assignments while efficiently navigating and updating the computer systems
- Manage a high volume of inbound and outbound calls for collection and case updates.
- Draft closing final resolution letters to clients
- Performs other related duties as assigned by management.
Document Specialist
Processing Department
Apply Here
TaxRise is currently the fastest growing tax relief company in the Nation. Our innovative mentality along with cutting edge technology has resulted in industry breaking growth. Our mission is to assist taxpayers achieve the best resolution to their tax issues and do it faster than anyone else. No exceptions. No excuses.
We are looking for a Document Specialist to help us build relationships with Clients so that TaxRise can offer full spectrum representation to taxpayers with a variety of tax issues. This position will be the main point of contact between the clients and the tax professionals who are working on client’s files.
Why TaxRise:
- Competitive compensation, benefits package and company Bonus
- Advancement opportunities and structured career paths
- Access to the latest emerging technologies
- Continuous education and technical training
Job Duties and Responsibilities:
- Collect on outstanding document requests required to properly service client’s case.
- Collect any documents required to run Tax Investigations
- Return client calls and confirm receipt of documents within 24 hours
- Complete assigned tasks by required deadlines
- Maintain correspondence with clients throughout the IRS process and uphold the highest level of customer service
- Maintain proper notes in CRM and track progress accordingly
- Manage a high volume of inbound client calls
- Manage daily outbound calls for collection and case updates
- Refer cases to quality assurance (QA) department as necessary
- Assist tax pros, customer service, and financial analyst department, and case managers
- Performs other related duties as assigned by management.
Junior Sales Officer/ Inside Sales Representative
Sales Department
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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.
Job 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