TaxRise
TaxRise Benefits Overview
Compensation + Benefits
Offers 401(K)
Offers life insurance
Offers accidental death & dismemberment insurance
Offers disability insurance
Offers supplemental life insurance
Offers dental insurance
Offers health insurance
Offers Flexible Spending Account (FSA)
Offers vision insurance
Offers performance bonuses
Career Growth + Development
Provides customized development tracks
Job training & conferences
Work-Life Balance + Wellbeing
Offers generous PTO
Provides paid sick days
Provides paid holidays
Provides bereavement leave
Offers an Employee Assistance Program (EAP)
Offers gym membership
Company Culture
Provides free snacks and drinks
Recently posted jobs
Financial Services
Reviews and validates client tax documents, identifies missing or inconsistent information, and contacts clients to complete files. Maintains accurate CRM records, manages a caseload, explains requirements and timelines, and advances complete cases to licensed tax preparers for filing. Requires tax preparation or documentation review experience, tax knowledge, strong communication, attention to detail, and active CTEC registration or a PTIN/CAF number. This role does not prepare or file returns.
