Jobs at TaxRise

Design, build, and scale TaxRise’s data infrastructure on AWS using Databricks. Own end-to-end pipelines, ETL/ELT processes, data modeling, orchestration, governance, cluster optimization, and delivery for reporting and analytics. Collaborate with the Chief Data Officer, Salesforce developers, data engineers, and full-stack developers to establish platform standards and support business growth.

Own the design, architecture, and development of TaxRise’s client-facing web application. Create UX flows and prototypes in Figma, build scalable React and Next.js components, integrate APIs, optimize performance, ensure accessibility, and manage testing, CI/CD, deployments, and technical debt. Partner with data, product, and engineering teams to shape the roadmap and improve client workflows. This onsite role serves as the primary technical owner for front-end quality and production issues.

Owns daily People Operations processes across the employee lifecycle, including onboarding, HRIS data management, compliance tracking, employee support, leave administration, offboarding, exit interviews, and process improvement. Coordinates system access with IT, maintains accurate employee records, manages HR inquiries, and supports People Operations projects and events in a fully onsite environment.

Conduct inbound discovery calls, review clients’ tax and financial information, recommend customized tax resolution programs, and manage the full sales cycle through enrollment. Build trust with clients facing financial hardship, document interactions and client data in CRM systems, handle high call volumes and follow-ups, and consistently meet sales goals in a remote environment.

Conduct tax investigations with the IRS and state agencies, process Power of Attorney forms, update case records and statuses, manage client caseloads in a CRM, and communicate with taxpayers, tax agencies, and internal teams. The role requires accurate documentation, timely task completion, prioritization, and professional client support in a fully onsite environment.

Conduct inbound discovery calls with prospective clients, assess tax and financial information, recommend customized tax resolution programs, and manage the full sales cycle through enrollment. Maintain accurate CRM records, build trust with clients facing financial hardship, handle high call volumes and follow-ups, and consistently meet performance-based sales goals in a remote environment.

Reengage dormant tax-relief prospects through phone, email, and SMS outreach. Manage and prioritize leads, address objections, explain service benefits, and convert prospects into enrolled clients. Collaborate with Sales and Client Success teams, document interactions in Salesforce, and meet outreach, conversion, and revenue targets while continuously improving through coaching and feedback.

Conduct inbound discovery calls with prospective clients, assess their tax and financial situations, recommend customized tax resolution programs, and manage the full sales cycle through enrollment. The representative documents interactions in CRM systems, handles high call volumes and follow-ups, builds trust with clients facing financial hardship, and meets performance-based sales goals in a remote environment.

Handle complex client escalations and cancellation requests, de-escalate sensitive situations, negotiate tailored resolutions, and retain clients. Document cases in CRM and ticketing systems, identify feedback trends and root causes, share actionable insights with leadership, and collaborate with Sales, Client Care, and Operations to improve processes and client experience.

Handle inbound calls from warm, pre-qualified prospects seeking tax relief. Conduct discovery conversations, understand client needs, recommend tailored tax resolution programs, and enroll clients. Manage opportunities from initial contact through close, build trust through empathetic consultative selling, and consistently meet or exceed sales targets. Occasional overtime, including evenings and weekends, may be required.

Manage client tax preparation and resolution caseloads by collecting and reviewing documentation, identifying missing information, communicating requirements and updates, tracking deadlines in CRM systems, coordinating case progression, and maintaining accurate records. The role also supports engagement letters, client deliverables, internal workflow coordination, and process improvements while delivering attentive customer service.

Reengage and convert prospects who started but did not complete enrollment. Manage a pipeline, perform outreach via phone/email/SMS, handle objections, document activity in Salesforce, collaborate with Sales and Client Success, and meet outreach and revenue targets.

Manage tax resolution cases by communicating with the IRS and state agencies, submitting Power of Attorney forms, maintaining accurate documentation, uploading IRS transcripts, tracking case progress, and logging detailed notes in the CRM. Collaborate with Enrolled Agents, Case Managers, and Sales while protecting confidential client information. The role is fully on-site and requires strong organization, communication, and independent work in a high-volume environment.

Manage state and IRS tax investigations and client representation by submitting POAs, updating case files and transcripts, maintaining CRM case notes, coordinating with agencies and internal teams, and handling a large caseload to meet deadlines.