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TaxRise · 1 day ago

Tax Preparation Case Manager ($500 Sign On Bonus)

Irvine, CA

Full-time

Onsite

New Grad, Entry Level

$20/hr - $22/hr

TaxRise is a company dedicated to providing tax relief services and reshaping the tax resolution industry. The Tax Preparation Case Manager role involves supporting clients in the tax preparation and resolution process by managing documentation and maintaining communication to ensure timely submissions.

ConsultingFinancial ServicesLegalProfessional ServicesTax ConsultingTax Preparation

Growth Opportunities

Responsibilities

Request, collect, and review tax documentation including W-2s, 1099s, prior-year returns, IRS notices, and business income records

Identify missing or inconsistent information and follow up with clients in a timely manner

Serve as the primary point of contact for clients during the document collection and preparation phase

Clearly explain documentation requirements, timelines, and next steps

Maintain accurate and detailed case notes, document status, and follow-ups within the CRM

Track deadlines and ensure cases move efficiently through each stage

Coordinate with tax preparers and internal teams once files are complete

Qualification

CTEC certificationTax relief experienceTax document coordinationCommon tax forms knowledgeCRM experienceMulti-case managementAttention to detailOrganizational skillsClear communication