Tax Preparation Coordinator

Description

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 Preparation Coordinator will support a team of Tax Preparation Case Managers in preparing the tax returns to be sent out and signed, following up to receive signed tax returns, and properly updating case notes in the CRM. The successful candidate should have excellent attention to detail, maintain a commitment to accuracy and the confidentially of sensitive client financial information and enjoys working in a fun, fast-paced environment.

WHAT YOU’LL DO:

• Review documentation to confirm clients have sent everything needed to prepare
• and file accurate tax returns
• Review tax returns received by clients to ensure all necessary signatures are collected for accuracy and completeness prior to submission. 
• Keep signed tax returns organized for internal recording keeping according to company standards. 
• Monitor the filing process to ensure that tax returns are successfully transmitted to the relevant tax authorities.
• Track filed returns and maintain a detailed record of submission status.
• Safeguard sensitive financial information and adhere to strict confidentiality guidelines.
• Collaborate with the tax preparation team to ensure a smooth workflow and provide support as needed.
• Perform other essential job functions as required or assigned 

WHAT YOU’LL NEED TO HAVE:

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. 
• Strong attention to detail and accuracy in data entry and document handling
• Excellent written and verbal communication skills
• Ability to work independently and as part of a team
• Ability to handle confidential information with discretion and integrity
• Self-motivated and able to take initiative
• Ability to balance competing priorities in a fast-paced working environment
• positive attitude, willingness to learn, and a team-oriented mindset
• Ability to interact effectively and professionally with employees at all levels in the organization
• Proficient in Microsoft Office Suites, Excel, Google Gmail, Calendly and internal communication software  
• High school diploma or equivalent
• Minimum two years’ experience in an administrative support role
• We understand potential comes in many forms. Even if you don’t check every box, we still encourage you to apply; we consider all qualified candidates. 

WHAT WE OFFER:

• Medical, Dental, and Vision Insurance after 60 days 
• Paid Time Off (Vacation, Sick, Holidays) 
• Wellness Days 
• 401(k) retirement plan 
• Professional Development Program 
• Access to on-site gym and gaming lounge 
• Quarterly company outings 
• Catered meals every Friday
   

PAY RANGE: $19.00 - $21.00 per hour

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.