Tax Investigation Specialist American Tax Defense Santa Ana, CA Job Details Full-time $22 - $27 an hour 1 hour ago Benefits On-site gym Qualifications Google Workspace Teamwork Client database systems Analysis skills Attention to detail Adaptability CRM system proficiency Productivity software Time management Full Job Description 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.

Key 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.

Qualifications Required:

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.

Preferred:

CTEC Certification What We Offer:

Competitive hourly pay: 22.00-27.00, depending on experience Professional development, tax training, and seminar opportunities Modern high-rise office environment On-site gym access Restaurants and cafés within walking distance Opportunities for career growth within a growing company

Schedule:

Monday through Friday, 8-hour shifts (approximately 40 hours per week). Additional hours may be required as needed. Join us as a Tax Investigation Specialist to play a vital role in maintaining the integrity of our financial operations! Bring your expertise in regulatory compliance analysis, financial investigation techniques, and industry best practices to help us uphold the highest standards of transparency and accountability in the finance sector.

Pay:

$22.00 - $27.00 per hour

License/Certification:

PTIN or CAF Number (Required)

Work Location:

In person