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    Document Specialist - Irvine, United States - TaxRise

    TaxRise
    TaxRise Irvine, United States

    1 week ago

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    Description

    Job Type

    Full-time

    Description

    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 Document Specialist will be responsible for reviewing and approving documents uploaded through the client portal ensuring accuracy, completeness and timeliness. The successful candidate will possess exceptional attention to detail, excellent communication, and time management, and who enjoys working in a fun, fast-paced environment. The Document Specialist will play a critical role in maintaining the integrity and security of sensitive information and ensuring that documents are accurate and complete to streamline cases to through the resolution journey.

    WHAT YOU'LL DO:

    • Review daily tasks to review documents uploaded in the client portal to move cases to the next stage of the resolution journey
    • Ensure that documents are reviewed ensuring accuracy, completeness, and timeliness according to company procedures and standards
    • Ensure that documents requested, approved and collected are properly tagged and categorized in the document portal
    • Collaborate with team to develop, use and maintain communication templates to inform clients on the status of their uploaded documents
    • Correspond with clients requiring additional documents to be uploaded through the client portal
    • Provide clients support accessing and navigating through the client portal to upload documents
    • Assist team of processing agents with various projects as needed pertaining to the collection of necessary documents including but not limited to communicating with clients via phone call, SMS or email
    • Follow-up with clients as necessary to collected documents past due
    • Perform other essential job functions as required or assigned
    WHAT YOU'LL NEED TO HAVE:
    • Meticulous attention to detail
    • Excellent written and verbal communication skills
    • Ability to work independently and as part of a team
    • Self-motivated and able to take initiative
    • Ability to initiate and execute with limited assistance
    • Ability to balance competing priorities in a fast-paced working environment
    • Ability to maintain energy, enthusiasm and commitment while managing change
    • Ability to interact effectively and professionally with employees at all levels in the organization
    • Proficient in Microsoft Office Suites, Excel, Google Gmail, Calendly and internal communication software
    • High school diploma or equivalent
    • Minimum two years' experience in an administrative support, data entry, clerical or related role
    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
    PAY RANGE: $ $20.00 per hour

    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.

    Salary Description

    $ $20.00 per hour
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