Tax Investigation Specialist

TaxRise•Irvine, CA

3d•$23 - $25•Onsite

About The Position

As a Tax Investigation Specialist at TaxRise, you’ll be at the forefront of case management, working directly with the IRS and state agencies to resolve complex tax matters on behalf of our clients. You’ll serve as a key contact for communication, documentation, and status tracking, helping ensure every case is processed accurately and efficiently. This is a high-impact role for someone who enjoys navigating government systems, maintaining precise records, and collaborating across teams to deliver real solutions. This is a 100% on-site role — we thrive on collaboration and energy in the office. If you're not ready for an in-person position, we kindly ask you to hold off on applying.

Requirements

Active CTEC certification
Active PTIN and CAF Number with the IRS
Minimum of 2 years of experience working in CRM systems and tax platforms
Proficient in G Suite, Microsoft Office, and CRM software
Strong verbal and written communication skills
Excellent time management and organizational skills
High school diploma or GED, or equivalent experience
Ability to work independently in a fast-paced, high-volume setting

Responsibilities

Manage communication with the IRS and state tax agencies to resolve client cases
Submit Power of Attorney (POA) forms and ensure all related documentation is complete and accurate
Maintain detailed records and upload IRS transcripts to our internal systems
Track case progress and ensure all case notes are accurately logged in our CRM
Collaborate with Enrolled Agents, Case Managers, and Sales to deliver exceptional client outcomes
Assist with various tasks and responsibilities to support team success
Keep client information confidential in accordance with company policies