Taxrise Tax Preparer, Client Services responsible for reviewing and validating client tax documentation to ensure files are complete and ready for submission. Acts as a quality checkpoint in the tax preparation workflow.
Responsibilities
The Tax Preparer, Client Services / Tax Preparation Account Manager 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.
This role 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).
HOW YOU’LL BE REWARDED
At TaxRise, Inc., we believe in rewarding expertise and performance. Team members in this role receive competitive hourly pay plus a monthly bonus tied to productivity, accuracy, and case progression.
Base Pay: $21.00 – $25.00 per hour (full-time, 40 hours per week). Occasional overtime may be required based on business needs.
Monthly Bonus: Average bonus potential of $1,500 – $2,500
Review and validate client tax documentation, including W-2s, 1099s, prior-year returns, IRS notices, business income records, and asset or property sale documents
Assess file completeness and readiness for tax preparation, ensuring all required documentation is present and accurate
Proactively contact clients via phone, email, and CRM tasks to request missing or incomplete information
Serve as a trusted point of contact for clients during the documentation and readiness phase
Clearly explain documentation requirements, timelines, and next steps using client-friendly language
Qualification
ProfessionalNote
Required
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
Note: This role does not prepare or file tax returns.
