[Hiring] Tax Preparer, Client Services @TaxRise

Role Description

The Tax Preparation Account Manager / Tax Preparer, Client Services is an experienced, client-facing role responsible for ensuring tax files are complete, accurate, and fully prepared for submission by our licensed Tax Preparers. This role serves as a critical quality and readiness checkpoint within the tax preparation workflow.

• Independently review client tax documentation, identify gaps or inconsistencies, and proactively engage with clients to obtain missing information.
• Advance cases to a “preparer-ready” stage once files are deemed complete, enabling efficient and timely filing.
• Requires sound tax knowledge, excellent client communication skills, and the ability to manage a caseload with minimal oversight.

Location Requirement: This is a remote position, and we are only considering candidates who currently reside in Arizona (AZ).

Qualifications

• Active CTEC registration or PTIN/CAF number.
• At least 1 year of hands-on tax preparation or tax documentation review experience.
• Strong working knowledge of common tax forms (W-2s, 1099s, prior-year returns, IRS notices).
• Experience supporting self-employed individuals, business owners, or clients with property or asset sales is strongly preferred.
• Excellent attention to detail and ability to identify missing or inconsistent tax information.
• Professional, confident verbal and written communication skills.
• Ability to manage multiple cases in a fast-paced, deadline-driven environment.
• Comfort using CRM systems and document management tools.
• Client-first mindset with the ability to balance empathy and accountability.

Requirements

• This role does not prepare or file tax returns.

Benefits

• Medical, Dental, and Vision Insurance (starting after 60 days).
• Paid Time Off.
• 401(k) retirement plan with company match.
• Professional Development Program to support your growth.
• Access to our on-site gym and gaming lounge.
• Catered team lunches every Friday.
• Fun and energizing quarterly company outings.

Company Description

At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do.

• We're proud to be the fastest-growing company in our industry.
• We're on the lookout for exceptional individuals to help us continue our journey of transformation.