Tax Specialist; IRS
Listed on 2026-10-07
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Retail
Financial Reporting
At Tax Rise, 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.
ABOUTTHE ROLE
As a Tax Specialist (IRS Support) at Tax Rise, you’ll be at the forefront of case management, working directly with the IRS and state agencies to resolve complex tax matters on behalf of our clients. You’ll serve as a key contact for communication, documentation, and status tracking, helping ensure every case is processed accurately and efficiently.
This is a high-impact role for someone who enjoys navigating government systems, maintaining precise records, and collaborating across teams to deliver real solutions.
This is a 100% on-site role — we thrive on collaboration and energy in the office. If you're not ready for an in-person position, we kindly ask you to hold off on applying.
HOW YOU’LL BE REWARDEDAt Tax Rise, we believe in rewarding performance and passion! You’ll receive a competitive hourly wage, plus the opportunity to earn a monthly performance bonus — up to $1,000 per month — based on your impact and productivity.
- Base pay
: $23.00 – $25.00 per hour (full-time, 40 hours/week) - Monthly Bonus
:
Additional bonus potential based on performance (up to $1,000/month)
- Manage communication with the IRS and state tax agencies to resolve client cases
- Submit Power of Attorney (POA) forms and ensure all related documentation is complete and accurate
- Maintain detailed records and upload IRS transcripts to our internal systems
- Track case progress and ensure all case notes are accurately logged in our CRM
- Collaborate with Enrolled Agents, Case Managers, and Sales to deliver exceptional client outcomes
- Assist with various tasks and responsibilities to support team success
- Keep client information confidential in accordance with company policies
At Tax Rise, we invest in people who want to grow. If you don’t already have your PTIN or CAF number, we’ll help you obtain them after successfully completing new hire training.
We’ll also support the cost through our Professional Development Program so you can continue building your expertise. All we ask is that you take ownership of maintaining your credentials as you grow with us.
WHAT YOU’LLNEED TO HAVE
- Active PTIN and CAF Number with the IRS, or ability to obtain upon hire
- Minimum of 2 years of experience working in CRM systems and tax platforms
- Proficient in G Suite, Microsoft Office, and CRM software
- Strong verbal & written communication skills
- Excellent time management & organizational skills
- High school diploma or GED, or equivalent experience
- Ability to work independently in a fast‑paced, high‑volume setting
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 Tax Rise 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 Tax Rise, 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…
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