Tax Specialist (IRS Support)
About The Position
As a Tax Specialist (IRS Support) 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.
Requirements
- Active PTIN and CAF Number with the IRS, or ability to obtain upon hire
- 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
Nice To Haves
- If you don’t already have your PTIN or CAF number, we’ll help you obtain them after successfully completing new hire training.
- We’ll also support the cost through our Professional Development Program so you can continue building your expertise.
- All we ask is that you take ownership of maintaining your credentials as you grow with us.
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
Benefits
- Medical, Dental, and Vision Insurance (starting after 60 days)
- Paid Time Off
- 401(k) retirement plan with company match
- Professional Development Program to support your growth
- Access to our on-site gym and gaming lounge
- Catered team lunches every Friday
- Fun and energizing quarterly company outings
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
