Tax Investigation Specialist

1 month ago


Irvine, United States Amity One Tax Full time
About the position:
  • Initiate outbound calls to the IRS to gather information about clients' tax concerns and issues.
  • Compile and organize comprehensive reports detailing clients' tax problems and the necessary steps for resolution.
  • Request and obtain necessary transcripts, documents, and information from the IRS on behalf of clients.
  • Manage and prioritize tasks effectively, ensuring timely follow-ups and completion of assigned duties.

Job Requirements:
  • Active PTIN and CAF numbers with the IRS are required.
  • CTEC Certification preferred.
  • 1-2 years of experience with a tax-related CRM.
  • Possesses excellent computer (G Suite, Microsoft Office) skills.
  • Time management – multi-tasker, able to manage large caseloads, prioritize cases, and follow up with Tax Professionals, Sales, and Clients in a timely manner.
  • Ability to remain focused and productive within a fast-paced environment while maintaining a strong work ethic.
  • Strong communication skills, both written and verbal.
  • Ability to learn quickly and adapt to changing processes.

Our work environment and location include:
  • Modern office setting with high rise view.
  • Growing opportunities.
  • Tax Training and Seminar Opportunities.
  • In-building gym access.
  • Employee Parking Structure.
  • Restaurants and cafes within walking distance.

Job Type: Full-time.

Pay: DOE (Depending on Experience).

Expected hours: 40 per week.

Benefits:
  • Flexible schedule.
  • Paid time off.
  • Professional development assistance.

Schedule:
  • 8-hour shift.
  • Monday to Friday.

Ability to Commute:
  • Irvine, CA 92612 (Preferred).

Ability to Relocate:
  • Irvine, CA 92612.

Work Location: In-office/ In-person

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