Tax Preparation Case Manager Job at TaxRise (Irvine)

Tax Preparation Case Manager

The Tax Preparation Case Manager plays a vital role in guiding clients through t...

Location

United States , Irvine

Salary:

20.00 - 22.00 USD / Hour

TaxRise

Expiration Date

Until further notice

Requirements

Previous experience in document coordination, loan processing, or a similar administrative role
Strong organizational skills with attention to detail and the ability to prioritize tasks effectively
Excellent written and verbal communication skills
Proficiency in using CRM systems or document management tools
Ability to work independently in a fast-paced environment while meeting deadlines
Customer service expertise with a focus on building strong client relationships
Problem-solving skills to address client concerns regarding documentation requirements

Job Responsibility

Request and gather required tax-related documents from clients via email, phone, or online portals
Review submitted documents for accuracy and completeness
Identify missing or incomplete information and follow up with clients promptly
Serve as the primary point of contact for clients during the document collection process
Provide clear instructions and guidance to clients on required documentation
Respond to client inquiries regarding document submission timelines and requirements
Accurately update the Customer Relationship Management (CRM) system with detailed notes
Monitor tasks and deadlines within the CRM system to ensure timely follow-up
Track the status of document submissions to ensure all materials are received before deadlines
Coordinate with internal teams to move client cases to the next stage once documents are approved

What we offer

Medical, Dental, and Vision Insurance (starting after 60 days)
Paid Time Off
401(k) retirement plan with company match
Professional Development Program
Access to on-site gym and gaming lounge
Catered team lunches every Friday
Fun and energizing quarterly company outings
Monthly Bonus: Average bonus potential of $1,500 - $3,000

Fulltime

Private Client Tax Manager

Crowe Watson Recruitment is delighted to be partnering with a highly respected f...

Location

United Kingdom , Eastbourne

Salary:

55000.00 - 70000.00 GBP / Year

Crowe Watson

Expiration Date

Until further notice

Requirements

Must have a minimum of 4 years previous experience working within a UK Practice environment
CTA/ACA/ACCA qualified (or part-qualified with relevant experience)
Strong technical knowledge of personal tax and related legislation
Excellent communication and client relationship management skills
Proven ability to manage workloads, meet deadlines, and lead a team

Job Responsibility

Manage a diverse portfolio of private client tax cases, including HNWIs, trusts, and estates
Provide tax planning, advisory, and compliance services to a high standard
Review complex tax computations and returns prepared by junior staff
Mentor and support the development of junior team members
Work closely with partners and senior managers on tax strategy and client service

What we offer

Flexible working
supportive culture
genuine progression opportunities

Fulltime

Tax Manager - Public

The Tax Manager will play a critical role in managing and facilitating the accur...

Location

United States , San Rafael

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 10 years of experience in a similar role
Proficiency in Accounting Software Systems
High level of technical proficiency
Demonstrable knowledge of CCH ProSystem Fx and CCH Sales Tax
Adept at handling Accounting Functions
Experience in preparing Annual Income Tax Provision
Skills in Auditing
Well-versed in Compliance procedures
Experience in Entity Formation is a major plus

Job Responsibility

Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately
Develop and implement tax strategies that align with the company's business goals
Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals
Maintain and update the company's tax database regularly
Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law
Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies
Consult with executives regarding the tax implications of various corporate strategies
Ensure all legal requirements are met in assessing the tax impact on company’s financial planning
Perform audits and negotiate tax resolutions with taxing authorities
Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Paralegal

We are seeking a Paralegal to join our team. This role will primarily focus on T...

Location

United States , Saint Louis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum 5 years of experience in a Paralegal role
Proficient in Case Management Software
Experienced in handling Billing Functions
Skilled in Calendar Management
Excellent Communication skills
Knowledge of Gift Tax and Estate Tax
Ability to prepare Estate Tax Return
Experience in managing Revocable Trusts
Expertise in Tax - Trust & Estate
Familiarity with Form 1099 and K-1

Job Responsibility

Assist in the preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns, ensuring accuracy and efficiency
Oversee the financial records of trusts, conduct trust accounting, and audit accounts
Handle General Ledger accounts, reconcile broker statements, prepare payables, and manage bank deposits
Obtain and reconcile 1099 and K-1 statements, ensuring all financial records are up to date
Administer revocable and irrevocable trust funding and administration, both pre and post death
Oversee probate administration, including the drafting of probate pleadings
Maintain close personal contact with clients and financial advisors, ensuring excellent customer service
Develop technical proficiency in database use and management, internet/electronic research, and project folder/electronic file maintenance
Independently manage and organize files, or delegate similar tasks to Records Clerk and supervise the same
Adhere to firm policies, maintaining a detail-oriented demeanor and attitude at all times

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Tax Preparer

We are looking for an experienced Tax Preparer to join our team on a long-term c...

Location

United States , Lynnwood, Washington

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

A minimum of 2 years of experience in tax preparation
Proficiency in preparing individual (1040), corporate, and partnership tax returns
Strong knowledge of tax regulations and compliance standards
Familiarity with tax preparation software and tools
Excellent attention to detail and organizational skills
Effective communication abilities to interact with clients and team members
Ability to analyze and interpret financial data related to taxes
Commitment to maintaining confidentiality and integrity in all aspects of work

Job Responsibility

Prepare and review individual tax returns (1040) with precision and accuracy
Manage corporate (C-corp and S-corp) tax filings, ensuring compliance with regulations
Handle partnership tax returns and address specific tax considerations for partnerships
Stay updated on changes in tax laws and apply them effectively to client cases
Communicate with clients to gather necessary financial information and clarify tax-related questions
Organize and maintain detailed records of tax documents and filings
Collaborate with team members to resolve complex tax issues and ensure timely submissions
Utilize tax preparation software to streamline processes and improve efficiency
Provide guidance to clients on tax-saving strategies and planning opportunities

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Attorney/Lawyer

This role primarily revolves around the legal industry, specifically in the Trus...

Location

United States , Clayton

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Must hold a professional degree in Law (JD, LLB, or equivalent)
Minimum of 3 years of experience practicing law
Proficiency in Case Management Software and Document Management
Proven skills in Briefing, Civil Litigation, and Complaint Handling
Must be a Licensed Attorney
Experience in Estate Law, Estate Planning, Estate Tax, Trusts, and Estates
Excellent written and verbal communication skills
Strong analytical and problem-solving abilities
Ability to handle pressure and meet tight deadlines
High level of professional ethics and integrity

Job Responsibility

Oversee the preparation and execution of estate planning documents
Manage case files using case management software
Coordinate with clients to resolve their inquiries and complaints in a professional manner
Maintain detailed records of all legal proceedings and client interactions
Handle the preparation and filing of gift and estate tax returns
Administer trusts and manage probate matters effectively
Use briefing skills to present complex legal matters in a clear manner
Maintain a high degree of expertise in estate law and planning
Use Document Management skills to keep all legal documents organized
Ensure compliance with all legal regulations and keep updated with changes in estate law

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Paralegal

We are in the process of recruiting a skilled Paralegal to be an integral part o...

Location

United States , Saint Louis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proficiency in using Case Management Software
Exceptional Communication skills
Knowledge of Tax - Trust & Estate
Experience with Revocable Trusts
Deep understanding of Trusts and Estates
Familiarity with Probate procedures
Expertise in Probate & Estate Administration
Thorough knowledge of Probate Law
Experience in handling Probate Litigation
Ability to e-File documents

Job Responsibility

Efficiently handle the process of trusts, including tasks like administration, funding, and issuing notices
Take charge of the preparation of estate planning documents and related trust funding
Manage the estate tax returns, gift tax returns, individual and fiduciary income tax returns (1041, 1065 and 706)
Oversee probate administration by handling tasks such as opening and closing estates, e-filing, preparing accountings, and managing asset transfers
Maintain efficient communication with clients and advisors
Utilize case management software for accurate and efficient work
Display an understanding of estate planning principles and trust funding procedures
Coordinate with clients' financial advisors about beneficiary designation forms
Ensure high volume priorities are managed effectively while working with others to meet deadlines

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan
Free online training
Access to top jobs and competitive compensation

Fulltime

Legal Secretary

Location

United Kingdom , Stirling

Salary:

28000.00 - 34000.00 GBP / Year

Michael Page

Expiration Date

Until further notice

Requirements

Proven experience as a legal secretary, preferably in a commercial property environment
Familiarity with Scottish property law and procedures (especially land registration and LBTT)
High level of proficiency in Microsoft Office and legal case management systems
Strong attention to detail and excellent organisational skills
Ability to prioritise workloads and work under pressure to meet deadlines
Excellent communication skills - both written and verbal

Job Responsibility

Prepare, amend, and format legal documents including leases, missives, disposition, standard securities, and other property-related agreements
Use digital dictation and case management systems to produce documents accurately and efficiently
Prepare Land Register and Registers of Scotland documentation
Organise diaries, schedule meetings, and arrange property searches or reports
Maintain accurate filing systems - both electronic and paper
Assist with the opening, closing, and archiving of files in line with firm procedures
Liaise professionally with clients, estate agents, surveyors, and other solicitors
Handle telephone and email enquiries, providing updates or passing messages as appropriate
Draft routine correspondence and handle client communications in a timely and courteous manner
Support the completion process for sales, purchases, leases, and developments

What we offer

A competitive salary and excellent environment

Fulltime

Tax Preparation Case Manager

TaxRise

Location:
United States , Irvine

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 06, 2026

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