Investigation Team Lead
About The Position
Milestone Tax Solutions is growing! We’ve expanded into the Phoenix-Tempe market and continue to provide trusted tax resolution services to clients nationwide; we’re looking for experienced tax resolution professionals to join our team and help us redefine what the tax resolution industry can be. At Milestone Tax Solutions, we’re more than just a tax firm – we're a movement. Our clients choose us because we’re dedicated to transforming lives. Our culture is built on hard work, continuous training, and a commitment to creating an environment where you can grow, succeed, and make a real impact. Job Summary: The Investigations Team Lead is responsible for overseeing the daily operations of the investigations team, ensuring thorough, timely, and compliant handling of cases. This role combines hands-on investigative work with leadership duties, including supervising staff, improving processes, and maintaining high standards of accuracy and integrity.
Requirements
- High School Diploma or equivalent education required
- 3–5+ years of investigative experience, with at least 1–2 years in a leadership
- Strong analytical, critical thinking, and problem-solving skills
- Excellent written and verbal communication skills
- Knowledge of investigative techniques, compliance standards, and documentation practices
- Ability to manage multiple cases and deadlines effectively
Nice To Haves
- Experience with case management or investigation software preferred
Responsibilities
- Lead, mentor, and support a team of investigators, including training and performance management
- Oversee case assignments and ensure timely and accurate completion of investigations
- Conduct complex or high-priority investigations as needed
- Review investigative reports for quality, consistency, and compliance
- Develop and implement investigation procedures and best practices
- Ensure adherence to legal, regulatory, and organizational guidelines
- Collaborate with internal departments and external partners as needed
- Track and analyze investigation metrics to improve team performance
- Handle escalated issues and provide resolution guidance
- Assist in audits, reporting, and risk mitigation efforts
Benefits
- Comprehensive health, dental, and vision insurance included
- Paid time off and holidays
- Professional development opportunities
- Retirement plan options
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
