Poa Specialist - Irvine, United States - Taxrise

Taxrise

Verified Company

Irvine, United States

1 week ago

Posted by:

Mark Lane

beBee recruiter

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:

WHAT YOU'LL DO:

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Contact clients to obtain proper power of attorney forms/authorizations required for successful Resolution Eligibility. Review documentation to confirm clients' names and social security numbers are accurately recorded and on file.

Collaborate closely with the Tax Investigation team to ensure a seamless workflow and provide support as needed. Perform other essential job functions as required or assigned to contribute to the overall success of the team and organization.
Consistent time and attendance is crucial not only for operational efficiency and team collaboration, but also to meet the high standards of client needs.
Ensure all power of attorney forms and authorizations are properly organized and stored in accordance with company policies and procedures.
Enter client information and update case notes accurately and promptly in the CRM system. Maintain comprehensive and uptodate records of all client interactions and documentations.
Collaborate with other departments to ensure seamless communication and coordination in obtaining necessary documentation and providing support to clients.
We expect all employees to maintain professional and respectful interactions, conduct, and behavior in the workplace and during company functions, in accordance with TaxRise standards.

WHAT YOU'LL NEED TO HAVE:

Strong attention to detail and accuracy in data entry and document handling.
Excellent written and verbal communication skills to effectively interact with clients and team members.
Ability to work both independently and collaboratively within a team environment.
Demonstrated ability to handle confidential information with discretion and integrity.
Selfmotivated with a proactive approach to tasks and responsibilities.
Capacity to manage competing priorities and thrive in a fastpaced work environment.
Effective interpersonal skills for professional interactions with employees at all levels of the organization.
Proficiency in Microsoft Office Suites, Excel, Google Gmail, Calendly, and internal communication software.

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 onsite gym and gaming lounge
Quarterly company outings
Catered meals every Friday

PAY RANGE:
$ 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.

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.