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Tax Preparer II

Irvine, CA

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 II plays a critical role in ensuring accurate, compliant, and strategic tax filings for our clients. This position focuses on the preparation and review of individual and small business tax returns—including more complex filings such as partnerships and corporations—while mentoring junior staff and supporting broader tax resolution strategies.

This is a high-impact role that collaborates closely with Case Managers, Enrolled Agents, and Tax Attorneys to identify potential deductions, optimize outcomes, and provide clients with transparent, supportive guidance throughout the preparation process.

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

We believe in rewarding hard work and expertise. This full-time role includes a competitive hourly wage and a monthly bonus structure based on individual productivity and performance.

  • Base Pay: $34.00 – $37.00 per hour (40 hours per week)

  • Monthly Bonus: Average bonus potential of $500 – $1,400

WHAT YOU’LL DO

  • Review and prepare federal and state income tax returns for individuals (1040 and 1099), partnerships (1065), and corporations (1120 and 1120S).

  • Identify deductions, credits, and compliance strategies to optimize client outcomes and reduce tax liabilities.

  • Stay current on federal and state tax regulations to ensure accurate and up-to-date filings.

  • Research and analyze complex tax matters, leveraging IRS and state agency tools to verify information and resolve issues.

  • Support and mentor junior tax preparers by reviewing work, sharing knowledge, and promoting a collaborative team environment.

  • Work closely with Case Managers, EAs, and Tax Attorneys to align tax preparation with case strategy.

  • Ensure proper documentation and organization of case files in line with company protocols.

  • Maintain accurate notes in tax software and CRM platforms.

  • Communicate clearly and professionally with clients to explain findings, answer questions, and set expectations.

  • Package and mail completed tax returns to the IRS and relevant state agencies.

  • Perform other duties as needed to support the department and company goals.

WHAT YOU’LL NEED TO HAVE

  • 3–5 years of experience preparing federal and state tax returns for individuals, partnerships, and corporations.

  • Active CTEC registration and valid PTIN.

  • Proven experience in a senior-level or advanced tax preparation role.

  • Proficiency with tax preparation software (e.g., Lacerte, Drake, ProSeries).

  • Strong understanding of tax law, including Forms 1040, 1065, 1120, and 1120S.

  • Excellent research, critical thinking, and problem-solving skills.

  • Familiarity with G Suite, Microsoft Office, and CRM systems.

  • Ability to manage a high-volume caseload while maintaining accuracy and compliance.

  • Strong written and verbal communication skills.

  • Collaborative mindset and ability to support and lead within a team environment.

WHAT’S NICE TO HAVE

  • Enrolled Agent (EA) or CPA license.

  • Bachelor’s degree in Accounting, Finance, or a related field.

  • Bilingual abilities (especially Spanish).

We understand potential comes in many forms—even if you don’t meet every qualification, we encourage you to apply. We review all applicants with an open mind and appreciation for diverse experiences.

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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