Tax Compliance Specialist (CTEC)

TaxRise•Irvine, CA

40d•$25 - $30•Onsite

About The Position

The Tax Compliance Specialist (CTEC) is an experienced, client-facing role responsible for ensuring tax files are complete, accurate, and fully prepared for submission by our licensed Tax Preparers. This role serves as a critical quality and readiness checkpoint within the tax preparation workflow. You will independently review client tax documentation, identify gaps or inconsistencies, and proactively engage with clients to obtain missing information. Once files are deemed complete, you will advance cases to a “preparer-ready” stage, enabling efficient and timely filing. This role requires sound tax knowledge, excellent client communication skills, and the ability to manage a caseload with minimal oversight. We’re all about that in-person vibe, so 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), you’ll feel right at home. If not, we kindly ask you to hold off on applying. Thanks for understanding!

Requirements

Active CTEC registration (required)
At least 1 year of hands-on tax preparation or tax documentation review experience
Strong working knowledge of common tax forms (W-2s, 1099s, prior-year returns, IRS notices)
Excellent attention to detail and ability to identify missing or inconsistent tax information
Professional, confident verbal and written communication skills
Ability to manage multiple cases in a fast-paced, deadline-driven environment
Comfort using CRM systems and document management tools
Client-first mindset with the ability to balance empathy and accountability

Nice To Haves

Experience supporting self-employed individuals, business owners, or clients with property or asset sales is strongly preferred

Responsibilities

Review and validate client tax documentation, including W-2s, 1099s, prior-year returns, IRS notices, business income records, and asset or property sale documents
Assess file completeness and readiness for tax preparation, ensuring all required documentation is present and accurate
Proactively contact clients via phone, email, and CRM tasks to request missing or incomplete information
Serve as a trusted point of contact for clients during the documentation and readiness phase
Clearly explain documentation requirements, timelines, and next steps using client-friendly language
Maintain detailed and accurate case notes, document tracking, and follow-up activity within the CRM
Manage a dedicated caseload while meeting quality, timeliness, and productivity expectations
Work closely with Tax Preparers to support efficient preparation and filing of returns by delivering complete, well-organized, and accurate files
Escalate complex or unusual tax scenarios to leadership or licensed preparers when appropriate