Tax Investigation Specialist

American Tax Defense; Santa Ana (CA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Flexible schedule

Sick and Holiday pay

Professional development assistance

In-building gym access

Job summary

American Tax Defense in Santa Ana, CA, is seeking a motivated individual for a full-time position involving communication with the IRS to address clients' tax concerns. You will create reports and manage client relationships.

The ideal candidate should have strong communication skills, be proficient in G Suite and Microsoft Office, and have experience with tax-related CRM software. Benefits include flexible schedules and professional development opportunities.

This role requires in-office presence with a supportive working environment.

Qualifications

• 1-2 years of experience with a tax-related CRM.
• Ability to manage large caseloads and prioritize effectively.
• Strong written and verbal communication skills.

Responsibilities

• Initiate outbound calls to the IRS regarding tax concerns.
• Compile comprehensive reports detailing tax issues.
• Request necessary transcripts and documents from the IRS.

Skills

Communication skills

Time management

G Suite

Microsoft Office

CRM experience

Education

CTEC Certification

Active PTIN and CAF numbers

Job description

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