Tax Preparation Account Manager

TaxRise

Irvine, CA, United States
$25.00 – $30.00 ph; monthly bonus potential of $2,...
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Client-facing tax documentation review
Proactive client engagement
Crm and document management tools
** TaxRise is seeking a Tax Preparation Account Manager in Irvine, CA, for an on-site position. The role involves reviewing client tax documentation, ensuring files are accurate and complete for submission, and requires strong communication and tax knowledge. **

Job Summary

  • The Tax Prep Account Manager role is a client-facing position responsible for ensuring tax files are complete and accurate before submission by licensed Tax Preparers.
  • This role requires reviewing client documentation, identifying gaps, and proactively engaging clients to obtain missing information, serving as a critical quality checkpoint.
  • TaxRise offers competitive hourly pay with a monthly bonus tied to productivity and accuracy, along with benefits like medical, dental, vision insurance, and a 401(k) with company match.

Matching Summary

Match Score: 75

** TaxRise is seeking a Tax Preparation Account Manager in Irvine, CA, for an on-site position. The role involves reviewing client tax documentation, ensuring files are accurate and complete for submission, and requires strong communication and tax knowledge. **

Salary

$25.00 – $30.00 per hour; Monthly bonus potential of $2,000 – $3,500; Medical, Dental, and Vision Insurance, PTO, 401(k) with match

Skills & Requirements

Must-have

  • Client-facing tax documentation review
  • Proactive client engagement
  • CRM and document management tools
  • 100% on-site work requirement

Nice-to-have

  • Empathy and accountability balance
  • Client-friendly language
  • Fast-paced deadline-driven environment

Key Requirements

  • Active CTEC registration or PTIN/CAF number
  • 1+ year tax preparation or documentation review experience
  • Experience supporting self-employed or business owners preferred

Work Rights

Not specified

Tailored Resume

Cover Letter