INTRO TO TAXRISE:
At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do.
When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives. We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.
If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that’s reshaping the future of tax resolution.
ABOUT THE ROLE:
The purpose of the Tax Professional position is to act as a liaison between our Clients, IRS, and/or State Tax Agencies. Represent clients in legal proceedings, draw up legal documents and advise clients on legal transactions.
WHAT YOU’LL DO:
- Negotiate past due tax liabilities with the IRS and State Tax agencies
- Manage client files and obtain documents relevant to Taxpayer resolution strategies
- Release taxpayers from aggressive IRS and State collection actions including wage garnishments and bank levies
- Contact and assist taxpayers assigned to Revenue officers; and conduct negotiations to prevent additional enforcement by Revenue Officers
- Manage assigned client pipeline and correspondence with IRS/State authorities
- Prepare detailed financial statements, including but not limited 433-A, 656, 433-B, Form 9465, etc.
- Provide instructions and guidance to case managers with respect to client files
- Preparation and execute Offer in Compromise application, Installment Agreements, Currently Non-Collectible hardship applications, obtain penalty Abatements, and collection holds
- Prioritize caseloads and complete additional tasks and duties as needed
- Appeal program rejections if applicable.
- Performs other related duties as assigned by management
WHAT YOU’LL NEED TO HAVE:
- Must be an Enrolled Agent, CPA, or licensed Attorney (any state)
- 3 or more years of recent experience resolving federal tax issues for clients by negotiating with the IRS. (This includes but is not limited to levy/garnishment release, offer in compromise, and installment agreements.)
- Strong analytical and mathematical skills
- Working knowledge of federal and state tax law(s) or strong research skills
- Working knowledge of Circular 230
- Audit experience a plus (IRS and state tax authorities)
- Bilingual is a plus
We understand potential comes in many forms. Even if you don’t check every box, we still encourage you to apply; we consider all qualified candidates.
WHAT WE OFFER:
- Medical, Dental, and Vision Insurance after 60 days
- Paid Time Off (Vacation, Sick, Holidays)
- Wellness Days
- 401(k) retirement plan
- Professional Development Program
- Access to on-site gym and gaming lounge
- Quarterly company outings
- Catered meals every Friday
SALARY RANGE: $67,000 - $70,000 per year
The above-range represents TaxRise’s current good-faith pay scale for this role. TaxRise reserves the right to modify or update this range at any time.
At TaxRise, we’re proud to be an equal opportunity employer. We realize the key to creating a company with world-class culture and employee experience comes from who we hire and creating a workplace that celebrates everyone.
We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.