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.
Enrolled Agent/Tax Professional
Tax Department
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We are looking for an Enrolled Agent 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.
Job 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 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 are 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
- Retain records and tax information of clients confidential
- Performs other related duties as assigned by management
Tax Preparer
Processing Department
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We are seeking a Tax Preparer that is responsible for income tax preparation for individuals and companies. This position will identify potential tax credits, liabilities, ensure accurate and complete returns are filed in a timely manner. Tax preparers are to complete tax forms in accordance with the policies and in compliance with legislation and regulations.
The Tax Preparer will be responsible for communicating with clients about the tax preparation process, setting appointments, and assisting with tax preparation and filing.
Essential Duties And Responsibilities:
- Collect any necessary documentation and record information pertinent to the case
- Ensure clients files are maintained in accordance with company operating procedures
- Reviews financial records such as income statements and documentation of expenditures
- Prioritize caseloads and assignments; remain focused and adaptable in a fast paced working environment
- Prepare a high volume of simple to complex tax returns for individuals and small businesses
- Assists with ensuring that clients receive the maximum tax debt savings possible by identifying potential deductions and credits
- Works closely with Case Managers, Enrolled Agents and/or Tax Attorneys
- Ensure the confidentiality of each client by following all company procedures regarding information handling
- Resolve any technical or customer service related issues
- Work alongside Case Manager to collect necessary information to prepare tax returns
- Properly package tax returns to be mailed out to the IRS and corresponding state
- Performs other related duties as 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:
- Builds and maintains effective professional relationships with clients
- Develop relationship with customers by responding to all inquiries and complaints
- Provides Sales Representatives, Processing team members and Clients with status updates
- Contacts clients by phone and email to retrieve required documents and/or information
- Handles questions about company products and services
- Responds to clients questions regarding IRS or Collection notices received
- 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
- Aptitude to communicate collected information to the correct people or department
- Upload documents to CRM as needed
- Reroute calls to the requested department
- Uphold the highest standard of professionalism and care when handling clients
- Produces all related paperwork and necessary information required for clients files
- Performs other related duties as assigned by management.
Data Entry Specialist
Processing Department
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We are seeking a Tax Prep-Data Entry Personnel that will perform a range of tax preparation duties that include but are not limited to the following: data entry, reviewing clientele demographics and IRS transcripts, assisting in paper filing tax returns to support the tax preparation team.
What You’ll Do as a Tax Prep-Data Entry:
- Prepare and go over tax organizers to gather information for the purpose of filing 1040 individual tax returns, business tax returns, amended tax returns, and state tax returns for the past or current years.
- Review IRS Transcripts to confirm all income has been entered into tax software- proseries.
- Review client documents and ensure they are properly entered in the client’s case file (W-2’s, 1099s, expenses, etc).
- Collaborate regularly with various teams to deliver the best possible outcome on tax returns prepared.
- Assist in entering efiles via tax software.
- Review tax returns to ensure no signatures are missing to process a tax return to the IRS/State entities.
- Performs other related duties as assigned by management
Receptionist
Administrative Department
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This position is to serve as initial stationary point of contact for all visitors, greet clients and staff, answer inquires and incoming telephone calls, assist company management administrative task, and help to maintain a clean and safe office space.
Essential Duties And Responsibilities:
- Provide excellent customer service
- Greet clients, visitors and vendors with a positive, helpful attitude
- Announce clients as necessary and/or escort clients to appropriate department
- Answer incoming telephone calls in a professional manner, screen calls, and route calls as necessary
- Maintain visitor logs, and provide parking reimbursement to visitors
- Help to maintain office cleanliness, keeping lobby area clean and organized, wipe door handles and commonly touched areas (receptionist desk) frequently throughout the day
- Hand out office supplies, help track and restock office inventory, refill hand sanitizer containers when needed
- Assist HR with hiring events and interviews by greeting, checking in and escorting candidates to scheduled conference room
- Coordinate bi-weekly lunch orders, set up, serve, and clean up when done
- Order a birthday cake/dessert for mid-monthly birthday acknowledgements
- Assist with building maintenance requests submitted to address repairs or safety-related concerns and to ensure they are completed in a timely manner.
- Assist Management and Facilities Coordinator with safety/compliance to ensure the facility meets environmental, health, and security standards and complies with state and local regulations
- Perform general office duties including but not limited to filing, making copies, preparing/receiving correspondence, receive/place telephone calls, deliver incoming mail to mail clerks, assist mailroom and marketing with overflow, etc
- Assist with company events and executing special projects as they arise
- Commitment to company core values
- Cross-training opportunities with our Sales Support Department
- Demonstrates a high level of professionalism in dealing with confidential and sensitive documents, issues, and information
- Performs other duties and responsibilities as assigned by management
- Assist with a variety of administrative tasks
- Track and record office inventory when low
- Send company birthday and anniversary announcements daily
- Assist Human Resource personnel with various administrative task
- Assist Executives with scheduling meetings and appointments as needed
- Ensure office calendar for meeting rooms aren’t double booked and cancellations are removed
- Serve as backup to Facilities Coordinator
Billing Specialist
Billing Department
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We’re looking for a skilled Billing Specialist that is responsible for reaching out to the client and early intervention on delinquent accounts. The ideal candidate will be a self-starter and have experience in both collections and customer service. This position will manage and collect outstanding accounts.
What You’ll Do as Billing Specialist:
- Resolves client-billing problems and rescue accounts receivable delinquency
- Handle inbound and outbound calls for past due accounts
- Assist with the billing process to our clients
- Follow federal and state laws dealing with debt collection
- Ensure the filing maintenance of the department is up-to-date and completed accurately
- Follow up on payment arrangements
- Identify issues causing account delinquency
- Ensure all client contact information is current
- Regularly monitor open accounts and identify outstanding debts
- Collect client’s payment on past due bills
- Handling high inbound and outbound call volume
- The job includes other duties and responsibilities assigned by management
Salesforce Developer
IT Department
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We are seeking a highly capable Salesforce Administrator to ensure that our corporation capitalizes on the benefits offered by the salesforce CRM system. In this role, your duties will include creating user accounts, maintaining our sales databases, and training staff on the effective use of Salesforce products.
What You’ll Do as a Salesforce Developer:
To ensure success as a Salesforce Developer, you should have extensive experience working with Salesforce CRM platforms, application development skills, and the ability to solve complex software problems. Ultimately, a top-class Salesforce Developer can create dynamic and scalable Salesforce applications that perfectly meet the evolving needs of the company.
- Meeting with project managers to determine CRM needs.
- Developing customized solutions within the Salesforce platform.
- Designing, coding, and implementing Salesforce applications.
- Creating timelines and development goals.
- Testing the stability and functionality of the application.
- Troubleshooting and fixing bugs.
- Writing documents and providing technical training for Salesforce Staff.
- Maintaining the security and integrity of the application software.
- The job includes other duties and responsibilities assigned by management.
Senior DevOps Engineer
IT Department
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We are seeking a talented Senior DevOps Engineer to be 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.
What You’ll Do as a Senior DevOps Engineer:
- Administer, monitor, and deploy large scale systems and service solutions on cloud preferably AWS.
- 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, and other tools as required.
- Monitor metrics and develop ways to improve.
- The job includes other duties and responsibilities assigned by management.
Data Anayst
IT Department
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We are seeking a Data Analyst that will manage our master data set, developing reports, and troubleshooting data issues. This position will work in a dynamic and fast-past environment and help gather requirements, build BI reports, models, cubes, and analytical solutions. To do well in this role, you need a very fine eye for detail, experience as a Data Analyst, and a deep understanding of the popular data analysis tools and databases.
What You’ll Do as a Data Analyst:
- Managing master data, including creation, updates, and deletion.
- Managing users and user roles.
- Provide quality assurance of imported data, working with quality assurance analysts if necessary.
- Commissioning and decommissioning of data sets.
- Processing confidential data and information according to guidelines.
- Helping develop reports and analysis.
- Managing and designing the reporting environment, including data sources, security, and metadata.
- Supporting the data warehouse in identifying and revising reporting requirements.
- Supporting initiatives for data integrity and normalization.
- Assessing tests and implementing new or upgraded software and assisting with strategic decisions on new systems.
- Generating reports from single or multiple systems.
- Troubleshooting the reporting database environment and reports.
- Evaluating changes and updates to source production systems.
- Training end-users on new reports and dashboards
- Providing technical expertise in data storage structures, data mining, and data cleansing.
- Proven record in establishing BI tools and actionable KPI and Scorecards
- Strong time management skill with focus on closing tasks ASAP
- Experience with Salesforce data structures would be a plus
- The job includes other duties and responsibilities assigned by management
Email Marketing Specialist
Marketing Department
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We’re looking for talented Email Marketing Specialist to join our growing marketing team. As our Email Marketing Specialist, you will work closely with our Leads Manager to design and implement nurture sequences to better serve our leads and clients.
Our Email Marketing Specialist will:
- Develop and execute email campaigns for our leads and clients using Salesforce, Marketing Cloud, and Pardot
- Create email content based on strategic initiatives
- Manage SMS campaigns for leads and clients utilizing Twilio
- Manage direct mail campaigns for leads and clients
- Manage prospect and client database including creating and updating lists, segmenting data, and list hygiene
- A/B test to optimize engagement to drive improvement of our success metrics
- Monitor and report performance analytics for campaigns and support the marketing team on broader initiatives and projects.
- The job includes other duties and responsibilities assigned by management.
Digital Marketing Assistant
Marketing Department
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This part-time position will provide quick and efficient responses to potential clients; establishing the first means of contact to determine qualified candidates.
Essential Duties And Responsibilities:
- Responding to emails from leads using the provided template
- Outbound calls to leads and transferring to sales using TalkDesk and the provided script
- Utilize CRM system (Logics) to create, assign and notate cases
- Communicate effectively with Sales Managers and representatives
- Track all calls and transfers on a shared Google Sheet for reporting
- Answering live chat support questions from website traffic
- Scheduling appointments using Calendly
- Monitoring emails for issues or bugs in the system and reporting feedback to the marketing team
- Strong writing and editing skills
- Creative content writing
- Checking subscription statuses in Active Campaign
- Serves as key liaison between department and internal and external partners
- Performs analysis of assigned business unit(s) to identify problems and/or opportunities to maximize business potential
- Screens and routes telephone calls
- Performs general administrative duties including but not limited to correspondence, filing, photocopying, faxing, and mailing
- Customer service via phone and email
- Communicating with Marketing and Sales department
- Keeping an organized log of your work
- Performs other related duties as assigned by management
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.