Financial Analyst

4 weeks ago


Irvine, California, United States TaxRise Full time
About the Role

We are seeking a highly skilled Financial Analyst to join our team at TaxRise. As a Financial Analyst, you will play a critical role in analyzing taxpayer case details, reviewing income and expense data, and determining the best resolution for our clients.

Key Responsibilities
  • Analyze financial systems and data provided by clients to determine the best resolution with the IRS
  • Review 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 to create insights and metrics
  • Communicate insights effectively and comprehensively
  • Process data, research, and develop analyses to efficiently create insights and metrics
Requirements
  • Highly motivated with a positive attitude, professional demeanor, and excellent people skills
  • Proficient computer skills in Microsoft Office with advanced 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 a 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 in statistical knowledge
  • Ability to think critically
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

$20.00 - $22.00 Per Hour


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