Financial Analyst

4 weeks ago

Irvine, United States TaxRise Full time
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:

Financial analyst role is to analyze the taxpayers case details, review income and expense to determine the best resolution for the client. The Financial analyst will be preparing and reviewing tax forms, This team works with the case managers and Tax professionals.

WHAT YOU'LL DO:
  • Use financial systems and data provided by the client to determine best resolution with the IRS
  • The incumbent maintains responsibility for the review of application documents as part of the verification process to determine eligibility, data analysis, evaluation and resolution
  • Organize and manipulate large sets of data for analysis
  • Utilize data processing technology
  • Think critically to create calls to action
  • Communicate insights effectively and comprehensively
  • Process data, research, and develop analyses to efficiently create insights and create metrics to measure success
  • The job includes other duties and responsibilities assigned by management
  • Review client financials, income and expense ratios
  • Prepare various IRS forms
WHAT YOU'LL NEED TO HAVE:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
  • Highly motivated with a positive attitude, professional demeanor and excellent people skills
  • Proficient computer skills in Microsoft Office with advance excel skills
  • Time management - multi-tasker, able to prioritize projects and follow up with processing in a timely manner
  • Excellent verbal, interpersonal, and written communication skills
  • Demonstrate problem solving skills
  • Exceptional attention to detail
  • Associate degree from two-year college or one-two years related experience and/or training; or equivalent combination of education and experience
  • Experience in Tax Resolution Industry
  • Strong verbal communication
  • Proficiency of statistical knowledge
  • Ability to think critically
  • 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, Vision and other auxiliary benefits after 60 days
  • 401(k) retirement
  • Professional Development Program
  • Catered meals every Friday
  • Quarterly company outings
  • Fun, energetic and inclusive culture
  • On-site gym
  • Access to game room


PAY RANGE: $19.00 - $21.00 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

$19.00 - $21.00 Per Hour

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