Tax Investigation Specialist

Company: Tax Rise Inc
Location: Irvine
Posted on: April 10, 2025

Job Description:

About TaxRise:

Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today.

At TaxRise, we're not just another tax resolution company - we're a movement. Our mission is to empower individuals to navigate their tax challenges with confidence, and we're growing fast! As the fastest-growing company in the tax resolution industry, we pride ourselves on creating an environment where your contributions truly matter. We believe in building a team where success is celebrated, and every individual plays a role in reshaping the future of tax resolution.

If you're looking for a company that values innovation, fosters growth, and provides opportunities to make a real impact, TaxRise is the place for you!

Why You'll Love Working at TaxRise:
Growth Opportunities: Be part of a company that is growing rapidly, with plenty of room for your own professional development. We are committed to helping you advance in your career.
Supportive Team Environment: Work with talented and passionate colleagues who are dedicated to creating a positive impact for both clients and the company.
Incredible Benefits: Enjoy competitive medical, dental, and vision insurance, paid time off, wellness days, and a 401(k) retirement plan to secure your future.
Fun & Engaging Culture: Enjoy perks like an on-site gym, gaming lounge, quarterly company outings, and catered meals every Friday - we know how to work hard and have fun!
Work-Life Balance: We value a healthy work-life balance and offer ample time off to recharge, so you can be your best self both at work and at home.
What You'll Do:

As a Tax Investigation Specialist, you will play a pivotal role in managing tax investigations and building strong relationships with the IRS and state agencies. Your primary focus will be on resolving complex tax issues, submitting necessary forms, and ensuring all cases are handled efficiently and effectively.

Investigate and resolve tax issues by liaising with the IRS and state agencies.
Submit Power of Attorney (POA) forms online and ensure all required documentation is accurate.
Update case files regularly, including uploading transcripts and maintaining up-to-date case statuses.
Track progress on each case, keeping accurate notes in our CRM system to ensure smooth and timely resolutions.
Collaborate closely with internal teams, including tax professionals and sales, to ensure a streamlined process for clients and government agencies.
Take on additional responsibilities as needed to contribute to the team's success.
What You Need to Succeed:
CTEC Certification.
Active PTIN and CAF Number with the IRS.
A minimum of 2 years of experience working with CRM systems and tax management platforms.
Strong computer skills, with proficiency in G Suite, Microsoft Office, and CRM software.
Excellent communication skills to effectively interact with the IRS, state agencies, and clients.
Time management expertise to handle a large caseload, prioritize tasks, and meet deadlines.
Ability to work independently in a fast-paced environment while maintaining attention to detail and accuracy.
High school diploma or equivalent (GED), or two years of related experience and/or an equivalent combination of education and experience.
Compensation:
Pay Range: $20.00 - $23.00 per hour.

This pay range represents TaxRise's good-faith estimate for the role at the time of posting. This range is subject to change based on experience and qualifications.

Equal Opportunity Employer Statement:

TaxRise is proud to be an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace where all employees are valued and respected. We provide equal employment opportunities to everyone, regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability, or any other legally protected characteristic. We also offer equal opportunity for individuals with disabilities throughout the hiring process.

If you require any accommodation during the recruitment process, please let us know.

Schedule:
* Monday to Friday

Work Location: In person

Keywords: Tax Rise Inc, Long Beach , Tax Investigation Specialist, Accounting, Auditing , Irvine, California