Tax Administrative Assistant

Tax Administrative Assistant Irvine, CA At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients. Join us and make a tangible difference in people's lives while growing your career with a team that values your contributions. The Tax Administrative Assistant supports a team of Tax Preparers and Tax Coordinators by facilitating the submission of tax returns, monitoring e-file status, and maintaining accurate case documentation within the CRM. This role is critical to ensuring returns are completed accurately, submitted on time, and handled with the highest level of confidentiality. The ideal candidate is detail-oriented, highly organized, and thrives in a fast-paced, collaborative environment. 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), then you're a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting! At TaxRise, Inc., we believe in rewarding hard work and dedication. We offer a competitive hourly wage, opportunities for growth, and ongoing professional development. Hourly rate: $20 per hour Maintain strict confidentiality of sensitive client financial and tax information. Assist with entering client data into tax preparation and e-filing software to ensure accuracy. Review client documentation to confirm all required materials are received prior to filing. Verify tax returns for completeness, accuracy, and required signatures before submission. Oversee and monitor the e-filing process to ensure successful transmission to IRS and state agencies. Track submitted tax returns and maintain detailed records of e-file status. Organize and maintain signed tax returns and supporting documents according to company standards. Update CRM case notes accurately to reflect submission status and important updates. Collaborate closely with Tax Preparers and Tax Coordinators to support workflow and meet deadlines. Balance multiple priorities in a fast-paced environment while maintaining attention to detail. Perform additional duties and responsibilities as assigned. 12 years of experience providing administrative, processing, or operational support in a tax, accounting, or similar environment preferred. Strong attention to detail with a commitment to accuracy in data entry and document management. Ability to handle confidential information with discretion and integrity. Excellent written and verbal communication skills. Ability to work independently while also contributing effectively within a team. Strong organizational skills with the ability to manage competing priorities. Self-motivated with a proactive and positive approach to work. Professional demeanor with the ability to interact effectively with employees at all levels. Proficiency in Microsoft Office Suite, Excel, Google Workspace, Calendly, and internal communication tools. We understand potential comes in many forms. Even if you don't check every box, we still encourage you to applywe consider all qualified candidates. We believe in taking care of our team so they can take care of our clients. Here's what you can expect as part of the TaxRise family: Medical, Dental, and Vision Insurance (starting after 60 days) Paid Time Off 401(k) retirement plan with company match Professional Development Program to support your growth Access to our on-site gym and gaming lounge Catered team lunches every Friday Fun and energizing quarterly company outings 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. At TaxRise, we're proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. 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 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.