Tax Investigation Specialist
American Tax Defense•Santa Ana, CA
•Onsite
About The Position
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.
Requirements
- 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.
Nice To Haves
- CTEC Certification.
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.
Benefits
- Flexible scheduling.
- Sick leave and paid holidays.
- Professional development, tax training, and seminar opportunities.
- On-site gym access.
- Employee parking structure.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
