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.
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
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We are seeking a Financial Analyst to work alongside the Case Managers to successfully prepare offer in compromise (OIC) forms. He or she will demonstrate the analytical skills necessary to determine a client’s financial hardship situation based on IRS standards.
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
- 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
- Review client financials, income and expense ratios
- Prepare OIC forms
- Mail completed OIC forms to clients for review and signature
- The job includes other duties and responsibilities assigned by management
Customer Service Representative
Processing Department
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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:
- Answer Inbound and outbound calls
- Develop relationships with customers by responding to all inquiries
- Contact clients by phone and email to retrieve required documents and/or information when needed.
- Ensure full customer satisfaction by providing outstanding customer service
- 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.
Case Manager
Processing Department
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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.
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
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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.
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.
Internal Compliance Officer
Quality Assurance Department
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This is a great opportunity to work with a growing and dynamic company in California. The Internal Compliance Officer position audits all cases that are moving to the next phase to ensure requirements are complete before transitioning to the next department. This position will ensure that every department can focus on their primary task/job so it will help process and increase efficiency across all departments. If a case is not completed to the standard it will be sent back to the department that pushed the case and document the issue. Performs duties as the compliance advisor and subject matter expert for compliance related projects and tasks and participates in various committees, audits, and examinations. The Internal Compliance Officer is also responsible for developing and updating compliance related policies and procedures and evaluating all cases in each phase effectively.
Essential Duties And Responsibilities:
- Audit cases moving to next phase
- Ensure requirements are complete before transitioning to next phase
- Create efficiency across all departments
- Send back incomplete work to department to fix before moving forward
- Go through each case in detail
- Collects and reviews all necessary documents for evaluations and prepares e-mail templates for distribution
- Performs first pass review of compliance evaluations
- Follows up on missing information; once all information is received, and can distribute for a second pass review
- Maintains daily, weekly, monthly reports. Submits monthly evaluation spreadsheet to manager
- Acts as first line of support for compliance inquiries as necessary
- Responds to requests promptly, stays current with e-mail and voicemail
- Performs other related duties as assigned by management
External Compliance Officer
Quality Assurance Department
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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.
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.
Sales Coordinator
Sales Department
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Do you have experience in sales and are driven by the idea of uncapped commissions?
TaxRise values talented, self-motivated people who are passionateabout the work they do. TaxRise as a company creates a positive and energetic work environment for all of our staff that allows you to advance and provide the best service possible for our clients.
What will a Sales Coordinator do?
- Take Inbound calls from our online, radio and tv advertisements
- Manage team’s pipeline utilizing Outbound dialing, SMS, and Email
- Effectively on-board clients to get the help they need
- Follow up with clients and settlement officers
Junior Settlement Officer/ Inside Sales Representative
Sales Department
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TaxRise values talented, self motivated people who are passionate about the work they do. TaxRise as a company creates a positive and energetic work environment for all of our staff that allows you to advance and provide the best service possible for our clients.
With our in house Marketing Team we only generate organic leads for our reps to be in communication with. All our leads are REAL-TIME, and come from our online, radio and tv advertisements. We provide EXCLUSIVE leads to our sales team to excel and take advantage of the uncapped commission structure + Hourly Wage that we provide.
We have an In-depth paid training program that all of our representatives go through to make sure you are a knowledgeable professional in this industry before even speaking to a client.
What will an Inside Sales Representative do?
- In-depth training course
- Take Inbound calls from our online, radio and tv advertisements
- Follow up on your pipeline utilizing Outbound dialing, SMS, and Email
- Effectively on board clients to get the help they need.