We are seeking a detail-oriented and motivated Tax Investigation Specialist to join our growing team. In this role, you will communicate directly with the IRS, gather and analyze tax information, and support clients throughout the tax resolution process. The ideal candidate is organized, proactive, and able to manage multiple cases in a fast-paced environment.
Key Responsibilities:
- Initiate outbound calls to the IRS to obtain information regarding clients' tax matters.
- Request and obtain IRS transcripts, notices, and other required documentation on behalf of clients.
- Prepare accurate, organized reports outlining clients' tax issues and recommended next steps.
- Manage multiple client cases while ensuring timely follow-up and completion of assigned tasks.
- Collaborate with Tax Professionals, Sales, and other internal departments to support case progression.
- Maintain accurate records and update client information in the company's CRM system.
Qualifications:
Required:
- Active IRS PTIN and CAF authorization.
- 1–2 years of experience using a tax-related CRM.
- Strong proficiency with Google Workspace (G Suite) and Microsoft Office.
- Excellent organizational, time management, and multitasking skills.
- Strong written and verbal communication skills.
- Ability to work efficiently in a fast-paced, team-oriented environment.
- Quick learner with the ability to adapt to changing procedures and priorities.
Preferred:
What We Offer:
- Competitive hourly pay: $23.00–$27.00, depending on experience.
- Flexible scheduling.
- Sick leave and paid holidays.
- Professional development, tax training, and seminar opportunities.
- Modern high-rise office environment.
- On-site gym access.
- Employee parking structure.
- Restaurants and cafés within walking distance.
- Opportunities for career growth within a growing company.
Schedule:
- Monday through Friday.
- 8-hour shifts.
- Approximately 40 hours per week.
Work Location:
This is a full-time, in-office position located in Santa Ana, CA 92707.
If you're looking to build your career in tax resolution and enjoy working in a collaborative, fast-paced environment, we'd love to hear from you.