IRS Case Specialist – Tax Resolution

TaxRise Inc.; Irvine (CA); Hybrid; USD 32,000 - 34,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) with company match

Professional Development Program

On-site gym

Team lunches

Company outings

Job summary

TaxRise Inc. is seeking a Tax Specialist (IRS Support) to join our on-site team in Irvine, CA. You will manage IRS and state agency communications, handle POA submissions, and keep meticulous case records to ensure accurate processing of complex tax matters for clients.

Ideal candidates have at least 2 years of CRM/tax platform experience, PTIN/CAF (or ability to obtain), and strong communication and organization skills. A competitive hourly wage plus a monthly performance bonus awaits.

Qualifications

• Active PTIN and CAF Number with the IRS, or ability to obtain upon hire.
• Minimum 2 years of experience working in CRM systems and tax platforms.
• Proficient in G Suite, Microsoft Office, and CRM software.
• Strong verbal & written communication skills.
• Excellent time management & organizational skills.
• High school diploma or GED, or equivalent experience.
• Ability to work independently in a fast-paced, high-volume setting.

Responsibilities

• Manage communication with the IRS and state tax agencies to resolve client cases
• Submit Power of Attorney (POA) forms and ensure all related documentation is complete and accurate
• Maintain detailed records and upload IRS transcripts to our internal systems
• Track case progress and ensure all case notes are accurately logged in our CRM
• Collaborate with Enrolled Agents, Case Managers, and Sales to deliver exceptional client outcomes
• Assist with various tasks and responsibilities to support team success
• Keep client information confidential in accordance with company policies

Skills

Verbal & written communication

Time management

Independent work

Cross-team collaboration

Education

High school diploma or GED

Tools

CRM software

G Suite

Microsoft Office

Job description

TaxRise Inc. is seeking a Tax Specialist (IRS Support) to join our on-site team in Irvine, CA. You will manage IRS and state agency communications, handle POA submissions, and keep meticulous case records to ensure accurate processing of complex tax matters for clients.

Ideal candidates have at least 2 years of CRM/tax platform experience, PTIN/CAF (or ability to obtain), and strong communication and organization skills. A competitive hourly wage plus a monthly performance bonus awaits.