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TaxRise · 4 days ago

Tax Preparation Administrator

Irvine, CA

Full-time

Onsite

Entry Level

$18/hr - $20/hr

1+ years exp

TaxRise is a company dedicated to providing hope and solutions to individuals facing financial uncertainty through tax relief services. The Tax Preparation Administrator will assist tax professionals by organizing correspondence, handling Power of Attorney requests, and maintaining comprehensive documentation for efficient team communication.

ConsultingFinancial ServicesLegalProfessional ServicesTax ConsultingTax Preparation

Growth Opportunities

Responsibilities

Maintain confidentiality of highly sensitive tax information

Process Power of Attorney (POA) requests efficiently and accurately

Transcribe important information from various sources to maintain comprehensive records

Draft and manage deadlines to ensure timely completion of tasks

Receive and manage correspondence from various departments related to clients, IRS, and state agencies

Initiate communication with clients via SMS to obtain necessary signatures for documents

Answer phones and route calls to the correct tax professional

Listen to tax professional voicemails, assign them to designated tax professionals, and update CRM with important notes

Collaborate with tax professionals to enhance communication strategies, adapting to individual preferences

File and retrieve client records, documents, and reports efficiently

Handle third-party transfer requests received via Slack, ensuring attention to detail in preparing recall request forms for mailing

Demonstrate adaptability in working with two different CRMs (Logics and Salesforce)

Schedule meetings and/or conference calls to facilitate effective team communication

Other duties and responsibilities as assigned

Qualification

Tax preparation supportCRM proficiencyAttention to detailEffective communicationAdaptability

Required

At least 1–2 years of experience providing administrative or operational support to a team of tax preparers

High school diploma or general education degree (GED); or six to twelve months related experience and/or training; or equivalent combination of education and experience

Ability to flexibly approach tasks and adapt to evolving work requirements

Demonstrates attention to detail, ensuring accuracy in all aspects of the role

Effective verbal and written communication skills to interact with tax professionals and team members

Proactively identifies and addresses requirements, anticipating the needs of the tax professionals

Maintains a high level of professionalism in handling sensitive information, interacting and collaborating with team members