Tax Professional I

INTRO TO TAXRISE :

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. When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives. We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation. If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that's reshaping the future of tax resolution.

ABOUT THE ROLE :

The Tax Professional I will be responsible for contacting the IRS on behalf of our clients to negotiation resolutions and advocate for their interests. The ideal candidate will have strong problem-solving skills, a self-starter attitude, creativity developing resolution strategies to tax issues, is a strong team player who loves collaborating with others, and who enjoys working in a fun, fast-paced environment.

WHAT YOU'LL DO :

• Advocate for clients in IRS negotiations, including securing installment agreements and Currently Not Collectible statuses.
• Respond to IRS correspondence, address compliance issues, and manage appeals as needed.
• Conduct thorough reviews of client financial information, including adjusted gross income, assets, expenses, and disposable income, to formulate the best resolution strategies.
• Collaborate with clients to gather accurate financial details and tailor solutions to their unique circumstances.
• Review Power of Attorney forms (Form 2848) for accuracy and ensure timely submission to the IRS via fax or electronic means.
• Prepare and submit IRS forms and documentation to substantiate client cases, ensuring compliance with all requirements.
• Audit case files for completeness and accuracy, maintaining strict adherence to documentation standards.
• Manage a pipeline of cases within the CRM system, ensuring all cases progress according to company workflows and timelines.
• Enter detailed, accurate notes into the CRM system to ensure all case information is current and well-documented.
• Update case statuses to appropriate stages in alignment with established workflows.
• Monitor case progress, ensuring timely actions and clear communication with clients and internal stakeholders.
• Develop creative and effective solutions for complex tax resolution cases.
• Work independently and collaboratively to meet and exceed performance goals.

WHAT YOU'LL NEED TO HAVE :

WHAT WE OFFER :

SALARY OR PAY RANGE : $65,000-$70,000 monthly bonus

The above-range represents TaxRise's current good-faith pay scale for this role. TaxRise reserves the right to modify or update this range at any time.

At TaxRise, we're proud to be an equal opportunity employer. We realize the key to creating a company with world-class culture and employee experience comes from who we hire and creating a workplace that celebrates everyone.

We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and / or veteran status, or any other basis prohibited by applicable state or federal law.

TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.

Salary Description

65,000-$70,000 monthly bonus

Salary : $65,000 - $70,000