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Senior Tax Auditor

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

We are seeking an experienced and highly motivated Tax Senior (CPA) to join our growing tax services team specializing in tax relief and resolution support. This critical leadership role will work closely with the Tax Preparation Manager to supervise, coach, and develop a team of tax preparers, quality auditors, and administrative support staff.

You will be responsible for managing the day-to-day operations of the team, reviewing and signing off on tax returns, auditing work for accuracy and compliance, coaching and training staff, and overseeing administrative processing. You will also manage an active pipeline of cases in Salesforce, ensuring all client files move smoothly through the preparation and filing stages. Additionally, you will collaborate closely with other departments to ensure operational alignment, client readiness, and continuous improvement across the client journey.

Candidates must hold an active CPA license, as well as an active PTIN and CAF number with the IRS.

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 Salary: $100,000 - $120,000 annually
  • Monthly Bonus: Eligible for additional bonus potential based on performance

This role includes monthly bonus potential based on team performance and individual contributions. Our top performers regularly exceed their bonus targets—your dedication, leadership support, and impact on the team’s success can directly influence your earnings. Join a company that rewards excellence and values those who help drive results!

 

WHAT YOU'LL DO

Team Leadership and Support

  • Support the Tax Preparation Manager by helping supervise and oversee daily activities of tax preparers, quality auditors, and the administrative assistant.
  • Coach and mentor tax preparers on tax law application, quality standards, and company best practices.
    Conduct return audits and case reviews, providing feedback to preparers and auditors to drive continuous improvement.

Tax Preparation and Quality Assurance

  • Review and sign off on federal and state tax returns, including Forms 1040, 1120, 1120S, 1065, and other associated forms related to tax relief and resolution cases.
  • Ensure accuracy, completeness, and compliance with IRS and state filing requirements.
  • Identify errors or deficiencies and guide preparers on corrective actions.

Pipeline and Case Management

  • Manage an active pipeline of tax cases in Salesforce, ensuring accurate tracking, documentation, and progress through each preparation and filing milestone.
  • Monitor individual pipelines for assigned tax preparers, identifying and resolving bottlenecks to maintain steady workflow and meet deadlines.
  • Partner with the Tax Preparation Manager to develop strategies to optimize case flow and operational efficiency.

Administrative Oversight

  • Supervise administrative processes related to tax filings, including receiving signed returns, uploading them to client records in Salesforce, and ensuring timely filing with the IRS and/or state agencies.
  • Work with the administrative assistant to maintain complete, organized, and secure client records.

Cross-Functional Collaboration

  • Work closely with the Sales Department to ensure accurate and timely handoff of client financials and tax data.
  • Collaborate with the Quality Assurance team to uphold audit standards and address trends or systemic issues affecting return accuracy or timeliness.
  • Participate in feedback loops across departments to improve internal workflows and the overall client experience.

Compliance and Best Practices

  • Maintain up-to-date knowledge of federal and state tax laws, especially those impacting clients in tax relief programs.
  • Support the implementation of best practices and process improvements for quality, speed, and accuracy.

 

WHAT YOU'LL NEED TO HAVE

  • Active CPA license in good standing.
  • Active PTIN and CAF number with the IRS.
  • Bachelor’s degree in Accounting, Finance, or related field.
  • 5+ years of tax preparation and review experience, preferably in a tax relief or tax resolution environment.
  • Prior experience reviewing the work of other tax preparers and/or providing coaching, training, or supervisory support.
  • Strong proficiency with Salesforce CRM or similar case management systems.
  • Expertise in tax preparation software (ProSeries, Lacerte, UltraTax, or similar).
  • Exceptional organizational, leadership, and communication skills.
  • High level of attention to detail, problem-solving abilities, and commitment to quality standards.
  • Ability to thrive in a high-volume, fast-paced, and client-focused environment.

WHAT'S NICE TO HAVE

  • Prior experience working in the Tax Relief industry or at a tax resolution firm.
  • Experience conducting quality reviews and audits of tax returns prepared by others.
  • Familiarity with tax filings related to Offer-in-Compromise cases, Installment Agreements, and other resolution strategies (knowledge only; submission handled by other departments).

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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