Tax Investigation Specialist

1 day ago


Irvine, California, United States Amity One Tax Full time
About the Position

We are seeking a highly skilled Tax Investigation Specialist to join our team at Amity One Tax. As a key member of our team, you will be responsible for initiating outbound calls to the IRS to gather information about clients' tax concerns and issues.

Key Responsibilities
  • 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.
Requirements
  • Active PTIN and CAF numbers with the IRS are required.
  • CTEC Certification is 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
  • 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 Details
  • Job Type: Full-time.
  • Pay: DOE (Depending on Experience).
  • Expected hours: 40 per week.
  • Benefits: Flexible schedule, Paid time off, Professional development assistance.


  • Irvine, California, United States Amity One Tax Full time

    About the Position:We are seeking a highly skilled Tax Investigation Specialist to join our team at Amity One Tax. As a Tax Investigation Specialist, you will play a critical role in resolving complex tax issues for our clients.Key Responsibilities:Initiate Outbound Calls: Establish communication with the IRS to gather information about clients' tax concerns...


  • Irvine, California, United States Amity One Tax Full time

    {"Job Overview": "At Amity One Tax, we're seeking a highly motivated Tax Relief Sales Specialist to join our team. As a Tax Relief Sales Specialist, you will be responsible for engaging with clients over the phone to understand their tax-related challenges and present the advantages of our tax relief services.Key Responsibilities:* Conduct inbound and...


  • Irvine, California, United States Safeway Tax Relief Full time

    About Safeway Tax Relief Safeway Tax Relief is a rapidly expanding company within the tax relief industry. We are dedicated to helping clients resolve their tax debt for less than what they owe, empowering them to achieve financial stability and a fresh start. Tax Relief Sales Specialist We are seeking an enthusiastic and results-oriented sales...

  • Tax Resolution Expert

    2 weeks ago


    Irvine, California, United States Amity One Tax Full time

    Unlock Your Potential as a Tax Resolution SpecialistAmity One Tax is seeking a highly motivated and ambitious individual to join our team as a Tax Resolution Specialist. As a key member of our sales team, you will play a crucial role in helping clients navigate complex tax challenges and achieve exceptional results.Key Responsibilities:Client Consultation:...


  • Irvine, California, United States Guardian Tax Service Full time

    Job Title: Tax Preparer Level IIGuardian Tax Service is seeking an experienced Tax Preparer to join our team.Job Summary:We are looking for a skilled Tax Preparer to handle business files and provide expert guidance to clients. As a Tax Preparer, you will work with a diverse portfolio of clients, from growing startups to established enterprises, to ensure...


  • Irvine, California, United States Guardian Tax Service Full time

    Job Title: Tax Preparer Level 2Guardian Tax Service is seeking a seasoned Tax Preparer to join our team.About the Role:We're looking for an experienced tax professional who specializes in handling business files. As a Tax Preparer, you will work with a diverse portfolio of clients, from growing startups to established enterprises, providing expert guidance...


  • Irvine, California, United States Guardian Tax Service Full time

    Unlock Your Career in Tax PreparationAre you ready to dive into the world of tax preparation and make a real difference? As a Tax Preparer at Guardian Tax Service, you'll get to roll up your sleeves and learn the ropes while gaining valuable skills. You'll be helping individuals tackle their tax responsibilities and make a lasting impact.Key...


  • Irvine, California, United States Guardian Tax Service Full time

    Join Our Team as a Seasoned Tax PreparerWe're seeking an experienced tax professional to join our team at Guardian Tax Service. As a seasoned tax preparer, you'll play a pivotal role in shaping the financial futures of our diverse portfolio of clients, from growing startups to established enterprises.The Role:Craft individual and business tax returns with...


  • Irvine, California, United States Guardian Tax Service Full time

    Join Guardian Tax Service as a seasoned tax preparer and take your career to the next level. As a pivotal player on our outstanding team, you'll work with a diverse portfolio of clients, from growing startups to established enterprises, providing expert guidance that shapes their financial futures.**Key Responsibilities:*** Craft individual and business tax...


  • Irvine, California, United States Guardian Tax Service Full time

    Join Guardian Tax Service as a seasoned tax preparer and take your career to the next level. As a pivotal player on our outstanding team, you'll work with a diverse portfolio of clients, from growing startups to established enterprises, providing expert guidance that shapes their financial futures.**Key Responsibilities:*** Craft individual and business tax...


  • Irvine, California, United States Amity One Tax Full time

    About Amity One Tax At Amity One Tax, our mission is to revolutionize how individuals manage their tax challenges. We are dedicated to empowering others and making a tangible difference in their financial well-being. Our team thrives on celebrating achievements and pushing the boundaries of innovation in tax resolution. About the Role As a Tax Relief Sales...


  • Irvine, California, United States Amity One Tax Full time

    Amity One Tax is seeking a Tax Settlement Officer to join our team. As a Tax Settlement Officer, you will be responsible for engaging with potential clients to understand their unique tax challenges, tailoring and presenting our services to meet individual client needs, and uploading client documentation and relaying sales details to attorneys and resolution...


  • Irvine, California, United States Amity One Tax Full time

    About the RoleWe are seeking an experienced sales professional to join our team at Amity One Tax as a Bilingual Debt Resolution Specialist. As a key member of our Financial Services team, you will play a critical role in helping clients achieve their financial goals.Key ResponsibilitiesGenerate new business by reaching out to potential clients and selling...


  • Irvine, California, United States LVI Associates Full time

    Job Title: Electrical Engineer InvestigatorWe are seeking an experienced Electrical Engineer Investigator to join our team at LVI Associates. As an Electrical Engineer Investigator, you will conduct field investigations and perform failure/accident analysis for electrical equipment and/or mechanical equipment and processes through construction knowledge and...


  • Irvine, California, United States Amity One Tax Full time

    About the Role Amity One Tax is seeking a driven and experienced Debt Resolution Specialist to join our growing team. In this role, you will play a vital part in helping clients navigate their financial challenges by providing expert guidance and tailored solutions. As a Debt Resolution Specialist, you will be responsible for building rapport with clients,...


  • Irvine, California, United States Amity One Tax Full time

    Amity One Tax is seeking a driven and experienced Debt Resolution Specialist to join our growing team. In this role, you will play a vital part in helping individuals navigate their financial challenges by providing expert guidance and tailored solutions. As a Debt Resolution Specialist, your primary responsibility will be to connect with potential clients,...


  • Irvine, California, United States Amity One Tax Full time

    Debt Settlement Specialist Job DescriptionWe are seeking an experienced sales representative to join our team in the Financial Services industry. As a Debt Settlement Specialist, you will be responsible for generating new business by reaching out to potential clients and selling our financial products and services.Key Responsibilities:Generate new business...


  • Irvine, California, United States SurePrep Full time

    About SurePrepSurePrep is a dynamic and innovative company that provides software solutions to streamline the tax preparation process for accounting firms. Our mission is to increase productivity and profitability while promoting a completely digital tax workflow.Job DescriptionAn Implementation Specialist plays a vital role in the Professional Services...

  • Tax Specialist

    4 days ago


    Irvine, California, United States Hyundai Capital America Full time

    Job SummaryThe Associate, Tax role at Hyundai Capital America is a dynamic position that requires a strong understanding of tax laws and regulations. As a key member of our tax team, you will be responsible for performing day-to-day tax functions, including preparation of tax returns, quarterly estimated tax payments, and property tax compliance. Key...

  • Tax Manager

    1 week ago


    Irvine, California, United States Crescent City Recruitment Group Full time

    Tax Manager Job DescriptionWe are seeking a highly skilled Tax Manager to join our team at Crescent City Recruitment Group. As a Tax Manager, you will be responsible for the efficient and accurate preparation of tax returns for our clients.Key Responsibilities:Perform technical tax review and approval of tax returns and governmental tax examinations.Assume...