Tax Investigation Agent

Nationwide Tax Advocates•Anaheim, CA

19h•Onsite

About The Position

The Tax Investigation Agent assists in the early stages of the tax resolution process by gathering IRS records, submitting required forms, and preparing client files for Case Managers and tax professionals. The role involves communicating with the IRS and state agencies, maintaining accurate case documentation, and organizing files so cases can progress efficiently. The agent also gathers information about tax years with balances, CSED dates for all years, and IRS collection status.

Requirements

Active CTEC Certification.
Active PTIN and CAF Number.
Minimum 2 years of experience with CRM systems or tax software.
Strong attention to detail and organizational skills.
Excellent written and verbal communication skills.
Ability to multitask in a fast-paced environment.

Responsibilities

Submit Power of Attorney (POA) forms to the IRS.
Request and retrieve IRS transcripts for active cases.
Upload and organize tax records within the CRM system.
Contact the IRS and state agencies to obtain case information, including years with balances, CSED dates for all years, and collection status.
Monitor transcript updates and case status.
Maintain detailed notes and updates in the CRM.
Ensure case documentation is accurate and organized.
Prepare files for Case Managers and tax professionals.
Work closely with Case Managers and other departments.
Assist with additional tasks that support case progression.