Tax Preparer Associate

TaxRise • Irvine, CA

11d • Onsite

About The Position

The Tax Preparer Associate is an experienced, client-facing role that ensures client tax files are complete, accurate, and ready for submission by licensed Tax Preparers. The position serves as a quality and readiness checkpoint in the tax preparation workflow. The associate independently reviews client documentation, identifies gaps or inconsistencies, and contacts clients to obtain missing information. Once a file is complete, the associate advances it to a preparer-ready stage to support efficient and timely filing. The role requires tax knowledge, strong client communication, and the ability to manage a caseload with minimal oversight. This is a 100% on-site position. The role does not prepare or file tax returns.

Requirements

• Strong working knowledge of common tax forms, including W-2s, 1099s, prior-year returns, and 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 and ability to balance empathy with accountability.
• Ability to work on-site.

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 required documentation is present and accurate.
• Contact clients by phone, email, and CRM tasks to request missing or incomplete information.
• Serve as a client point of contact during the documentation and readiness phase.
• Explain documentation requirements, timelines, and next steps in client-friendly language.
• Maintain accurate case notes, document tracking, and follow-up activity in the CRM.
• Manage a dedicated caseload while meeting quality, timeliness, and productivity expectations.
• Work with Tax Preparers by providing complete, well-organized, and accurate files to support efficient preparation and filing.
• Escalate complex or unusual tax scenarios to leadership or licensed preparers when appropriate.

Benefits

• Competitive hourly pay of $24.00–$26.00, plus a monthly bonus tied to productivity, accuracy, and case progression; average bonus potential is $2,000–$3,500.
• Medical, dental, and vision insurance starting after 60 days.
• Paid time off.
• 401(k) retirement plan with company match.
• Professional Development Program.
• Access to an on-site gym and gaming lounge.
• Catered team lunches every Friday.
• Quarterly company outings.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed