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Tax Preparer I

Irvine

WHY JOIN TAXRISE?

At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.

Join us and make a tangible difference in people’s lives while growing your career with a team that values your contributions.

ABOUT THE ROLE

At TaxRise, the Tax Preparer is responsible for preparing income tax returns for individuals and small businesses with accuracy, compliance, and exceptional service. Our Tax Preparers identify potential tax credits and liabilities, ensuring complete and timely filings while providing clients with a transparent and supportive experience throughout the tax preparation process.

Tax Preparers work closely with Case Managers, Enrolled Agents, and Tax Attorneys to maximize client outcomes and ensure compliance with all IRS and state regulations. This role requires strong technical skills, attention to detail, and a client-centered approach to communication and service.

We’re all about that in-person vibe—this role is 100% on-site! If you’re excited to work side-by-side with our team (or are ready to make the move), then you’re a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting!

 

HOW YOU'LL BE REWARDED

At TaxRise, Inc., we believe in rewarding hard work and dedication! We offer our team members competitive hourly pay and the opportunity to earn a monthly bonus based on individual productivity, with even greater earning potential for those who are highly motivated, organized, and love exceeding goals.

  • Base pay: $27.00 - $32.00 per hour (full-time, 40 hours per week)
  • Monthly Bonus: Average bonus potential of $500 - $1,400

 

WHAT YOU’LL DO

  • Prepare current-year and past-due tax returns for individuals and small businesses.
  • Collect necessary documentation and record pertinent information for each case.
  • Ensure client files are maintained according to company operating procedures.
  • Review financial records such as income statements and documentation of expenditures.
  • Leverage technology, government websites, and toolkits to find and verify accurate information.
  • Prioritize and manage caseloads in a fast-paced environment.
  • Prepare a high volume of simple to complex tax returns.
  • Identify potential deductions and credits to ensure clients receive maximum tax debt savings.
  • Work closely with Case Managers, Enrolled Agents, and/or Tax Attorneys throughout the preparation process.
  • Protect client confidentiality by following all company information handling procedures.
  • Resolve any technical or customer service-related issues efficiently.
  • Support case managers by gathering and organizing information needed for tax returns.
  • Package and mail out tax returns to the IRS and corresponding state agencies.
  • Perform other related duties as assigned by management.

WHAT YOU’LL NEED TO HAVE

  • Minimum of 3 years of tax preparation experience.
  • Active CTEC license required.
  • Certified Tax Preparer and active PTIN holder.
  • Proficiency in both business and individual tax returns.
  • Prior experience in a tax practice environment.
  • Strong knowledge of tax laws, tax concepts, Form 1040, and supporting schedules.
  • Motivation to expand tax expertise—TaxRise offers programs to help obtain your EA certification.
  • Ability to work effectively within a collaborative team environment.
  • Strong research skills and the ability to quickly find reliable information online.
  • Critical thinking, problem-solving, and excellent time management skills.
  • Comfort working in a fast-paced, high-volume setting.
  • Strong customer service, verbal, and written communication skills.

WHAT’S NICE TO HAVE

  • Current Enrolled Agent (EA) or CPA license.
  • Bachelor’s Degree in Accounting or Finance.
  • Bilingual abilities.

We understand potential comes in many forms. Even if you don’t check every box, we encourage you to apply — we consider all qualified candidates.

WHAT WE OFFER

We believe in taking care of our team so they can take care of our clients. Here’s what you can expect as part of the TaxRise family:

  • Medical, Dental, and Vision Insurance (starting after 60 days)
  • Paid Time Off (Vacation, Sick Days, Company Holidays)
  • Wellness Days to recharge when you need it most
  • 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

 

ABOUT US

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.

 

OUR COMMITMENT

At TaxRise, we’re proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. 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 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.

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