TaxRise · 1 week ago
Tax Compliance Specialist (CTEC)
Irvine, CA
Full-time
Onsite
Entry Level
$25/hr - $30/hr
1+ years expTaxRise is a company dedicated to providing tax relief services and supporting individuals facing financial uncertainty. The Tax Compliance Specialist (CTEC) is responsible for ensuring tax files are complete and accurate, reviewing client documentation, and engaging with clients to obtain necessary information for tax preparation.
ConsultingFinancial ServicesLegalProfessional ServicesTax ConsultingTax Preparation
Responsibilities
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
Maintain detailed and accurate case notes, document tracking, and follow-up activity within the CRM
Manage a dedicated caseload while meeting quality, timeliness, and productivity expectations
Work closely with Tax Preparers to support efficient preparation and filing of returns by delivering complete, well-organized, and accurate files
Escalate complex or unusual tax scenarios to leadership or licensed preparers when appropriate
Qualification
Required
Active CTEC registration (required)
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)
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
Preferred
Experience supporting self-employed individuals, business owners, or clients with property or asset sales is strongly preferred
Benefits
Medical, Dental, and Vision Insurance (starting after 60 days)
Paid Time Off
401(k) retirement plan with company match
Professional Development Program to support your growth
Access to our on-site gym and gaming lounge
Catered team lunches every Friday
Fun and energizing quarterly company outings
Company
TaxRise
TaxRise provides tax consulting and tax preparation services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Sam Abdullah
Founder and CEO
Recent News
2025-04-14
2022-06-07
2022-06-07
Company data provided by crunchbase