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TaxRise Tech Stack

Tax relief resolution platform for individuals and families

Financial Services Irvine 201–500 employees Founded 2017 Privately Held

TaxRise operates a tax relief resolution business serving individuals and families, built on a mid-market tech stack (Salesforce, HubSpot, NetSuite, QuickBooks Online, Power BI) typical of sales and compliance-heavy operations. Active hiring is concentrated in support (6 roles) and finance (4 roles), with customer churn and high-volume inbound call management appearing consistently in pain points — a pattern that suggests the core challenge is not acquisition but retention and operational scaling within a complex, regulated process.

Tech Stack 11 technologies

Core StackSalesforce HubSpot Google Ads Power BI NetSuite Meta Ads Manager Meta QuickBooks Online Excel

AdoptingX Snapchat

What TaxRise Is Building

◆Challenges

High volume inbound client calls
Reducing cancellation rates
Improving internal processes
Incomplete client documentation
Improving loan application process efficiency
Identifying training needs
Evaluating training effectiveness
High-volume client management
Meeting daily activity expectations
Client churn

▲Active Projects

Continuous improvement of loan application process
New hire onboarding training
High-velocity testing roadmap
Launch new platforms
Audit campaign structures
Paid media strategy & execution
Conversion rate optimization
Measurement and attribution reporting

Hiring Activity

Accelerating20 roles · 10 in 30d

Department

Support

6

Finance

4

Sales

4

Marketing

3

Ops

1

Seniority

Mid

13

Junior

2

Senior

2

Director

1

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About TaxRise

TaxRise helps individuals and families resolve tax issues and work toward financial stability through personalized solutions. Founded in 2017 and headquartered in Irvine, the company operates across 201–500 employees in the United States. The platform integrates accounting tools (NetSuite, QuickBooks Online), CRM infrastructure (Salesforce, HubSpot), paid media (Google Ads, Meta), and reporting (Power BI) to manage client intake, case handling, and campaign performance. Current priorities include streamlining the loan application process, reducing cancellation rates, and managing high client call volumes.

HeadquartersIrvine

Company Size201–500 employees

Founded2017

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does TaxRise use?

Primary stack includes Salesforce, HubSpot, NetSuite, QuickBooks Online, Power BI, and Meta Ads Manager for CRM, accounting, analytics, and paid media operations.

What is TaxRise working on?

Active projects include loan application process improvement, conversion rate optimization, paid media strategy execution, measurement and attribution reporting, and new platform launches.