IRS Support Tax Specialist - On-Site Impact

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

Benefits offered by this job

Medical, Dental, and Vision Insurance

Paid Time Off

401(k) retirement plan with company 
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Professional Development Program

On-site gym and gaming lounge

Catered team lunches on Fridays

Quarterly company outings

Job summary

TaxRise Inc. is seeking a Tax Specialist (IRS Support) in Irvine, CA, to manage IRS communications and case documentation. This in-person role emphasizes meticulous record-keeping and cross-team collaboration to resolve complex tax matters for clients.

You will work with Enrolled Agents and Case Managers, handling POAs, transcripts, and CRM entries while maintaining client confidentiality. Growth opportunities exist through our development program and credentials support.

Qualifications

• Active PTIN and CAF with the IRS, or ability to obtain upon hire.
• Minimum of 2 years of experience working in CRM systems and tax platforms.
• Proficient in G Suite, Microsoft Office, and CRM software; strong verbal and written communication.

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 internal systems.
• Track case progress and log notes in the CRM.
• Collaborate with Enrolled Agents, Case Managers, and Sales to deliver client outcomes.
• Support team with various tasks; keep client information confidential per policy.

Skills

Excellent communication

Time management

Independent work

Attention to detail

Education

High school diploma or GED

Tools

CRM software

G Suite

Microsoft Office

CRM systems

Tax platforms

Job description

TaxRise Inc. is seeking a Tax Specialist (IRS Support) in Irvine, CA, to manage IRS communications and case documentation. This in-person role emphasizes meticulous record-keeping and cross-team collaboration to resolve complex tax matters for clients.

You will work with Enrolled Agents and Case Managers, handling POAs, transcripts, and CRM entries while maintaining client confidentiality. Growth opportunities exist through our development program and credentials support.