Teams at TaxRise

Reviews client tax documents for completeness, accuracy, and readiness for licensed tax preparers. Contacts clients to obtain missing information, explains requirements, maintains CRM case records, manages a caseload, and escalates complex tax situations. The role supports self-employed individuals, business owners, and clients with property or asset sales. It is fully on-site and does not prepare or file tax returns.

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.

Conduct inbound sales calls with warm, pre-qualified prospects seeking tax relief. Representatives assess client needs, recommend tailored tax resolution programs, build trust through consultative conversations, enroll clients, manage opportunities from first contact through close, and meet or exceed sales targets. The role includes paid training, coaching, uncapped commission, and occasional overtime during evenings and weekends.