Job Description

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 Tax Professional/Tax Investigation Specialist to help us achieve this while working in a very fun and fast paced environment.

WHY TAXRISE

• Competitive compensation and benefits package
• Advancement opportunities with aggressive and structured career paths
• Access to the latest emerging technologies
• Continuous education and technical training
• Fun environment

TAX PREPARER:

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

QUALIFICATIONS AND SKILLS:

• 2 years of tax preparation experience required
• Active CTEC license required 
• Certified Tax Preparer / PTIN holder required
• Experience in Rental Properties, Stocks, and Schedule D (Capital Gains and Losses) required
• Must be proficient in both business and individual tax returns
• Excellent customer service skill
• Strong written and verbal communication skills
• Current certified Enrolled Agent or licensed CPA preferred
• Bachelor’s Degree in Accounting or Finance preferred
• Bilingual is a plus
• Retain records and tax information of clients confidential
• Keeping confidential records and tax information for clients
• Excellent written and verbal communication skills
• Remain focused and productive in a fast-paced environment
• Solves problems while ensuring rules and directives are followed

EDUCATION AND/OR EXPERIENCE:

Bachelor's degree (B. A.) from four-year college or university; or one to two years of related experience and/or training; or equivalent combination of education and experience. 

WHAT WE OFFER:

• Medical, Dental, and Vision Insurance after 60 days
• Paid Time Off (Vacation, Sick, Holidays)
• 401k Plan
• Opportunities for career advancement
• Casual Fridays Work Environment, including catered lunch every other week (IF NEEDED)
• Positive & Fun Work Culture!

WORK ENVIRONMENT: 

Indoors in a temperature-controlled environment and outdoors in a non-temperature-controlled environment. The typical noise level for this job is moderate.

PHYSICAL DEMANDS:

While performing the duties of this job, the employee is regularly required to talk or hear. Employee is required to sit at desk for majority of the workday with occasional standing and walking within office environment. The employee is required to use hands and fingers for writing and typing, handle or feel office tools or controls; and reach with hands and arms. Employee may occasionally crouch or kneel. The employee must occasionally lift and/or move up to 20lbs. Specific vision abilities required by the job include close vision, distance vision (may be corrected), peripheral vision, depth perception, and ability to focus on task at hand.

The above is intended to describe the general content of and requirements for the performance of this job.  It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements.  Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

TAX RISE INC is an Equal Opportunity Employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.