Tax Investigation Specialist
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.
- Sick and Holiday pay.
- Professional development assistance.
Schedule:
- 8-hour shift.
- Monday to Friday.
Ability to Commute:
- Santa Ana, CA 92707 (Preferred).
Ability to Relocate:
- Santa Ana, CA 92707
Work Location: In-office/ In-person
Recommended Jobs
Travel Nurse RN - Telemetry / PCU / Stepdown - $2,045 per week in Bakersfield, CA
Registered Nurse (RN) | Telemetry / PCU / Stepdown Location: Bakersfield, CA Agency: Slate Healthcare Pay: $2,045 per week Shift Information: Days - 3 days x 12 hours Contract …
Leadership Coach for Exec.com
Exec is expanding our network of experienced Leadership Coaches. We partner with organizations to support leaders at every level through high-impact, 1:1 coaching. As an Exec Coach, you’ll work di…
Concierge - THEA at Metropolis
ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in ins…
Dental Treatment Coordinator
NOW HIRING: Dental Treatment Coordinator Fremont, CA | Mon–Fri 9–6 PM | Sat 9-5 Cedar Dental Care | Where compassion meets excellence. Important: Please do NOT call the office regardi…
Senior Electrical Engineer
  OVERVIEW The Sr. Electrical Engineer performs a variety of engineering work in designing, planning and overseeing electrical systems. Responsible for troubleshooting process equipment as …
Scheduling Coordinator
We’re a growing, vibrant, fun-loving pediatric and orthodontic dental practice dedicated to providing exceptional patient care. We’re seeking a dynamic and energetic Front Office Scheduler to join ou…
Full Time General Cardiologist for Large Public Health and Hospital System in Silicon Valley
Better Health for All Santa Clara Valley Healthcare (SCVH), a large public teaching healthcare system, affiliated with Stanford University School of Medicine, is seeking a full-time BC/BE General …
Travel Nurse RN - Cardiovascular Intensive Care Unit - $2,807 per week in Sacramento, CA
Registered Nurse (RN) | Cardiovascular Intensive Care Unit Location: Sacramento, CA Agency: Magnet Medical Pay: $2,807 per week Shift Information: Nights - 3 days x 12 hours Co…
Director of Spa and Wellness
Press space or enter keys to toggle section visibility We believe that life is made of many journeys: inspiration, wonderment, curiosity, or the simple joy of discovering something new e…
SKIMS Director, FP&A
SKIMS is a solutions-oriented brand creating the next generation of underwear, loungewear, shapewear, and essentials. We are setting new standards by delivering technically in…