Tax Resolution Specialist

TaxRise; Irvine (CA); On-site; USD 50,000 - 54,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Paid Time Off

401(k) retirement plan with company

Professional Development Program

On-site gym and gaming lounge

Catered team lunches on Fridays

Team outings

Job summary

TaxRise in Irvine, CA is seeking a Tax Resolution Specialist for 100% on-site work. You will build client relationships, coordinate with state agencies and the IRS, and manage cases from investigation through POA processing.

The role emphasizes CRM use, accurate record-keeping, and collaboration with internal teams. Candidates should have a CTEC certification and at least two years of CRM/tax-management experience.

Qualifications

• Active CTEC certification.
• Two years of experience using CRM and tax-management systems.
• Excellent computer skills (Google Workspace and Microsoft Office).
• Strong written and verbal communication skills.
• Strong time-management and organizational skills.
• Ability to manage a large caseload and prioritize tasks effectively.

Responsibilities

• Conduct tax investigations with state agencies and IRS; update case files.
• Submit Power of Attorney forms online and track authorizations.
• Maintain accurate case notes and manage caseload in the CRM.
• Collaborate with clients, IRS, state agencies, and internal departments to support cases.

Skills

CRM proficiency

Google Workspace

Microsoft Office

Excellent communication

Time management

Independent worker

Education

High school diploma or GED

Tools

CRM software

Tax-management systems

Job description

WHY JOIN TAXRISE?

At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.

Join us and make a tangible difference in people’s lives while growing your career with a team that values your contributions.

ABOUT THE ROLE

As a Tax Resolution Specialist, your primary responsibility will be to build relationships with clients and tax agencies while providing full-spectrum representation for taxpayers with various tax issues. You will work closely with state agencies and the IRS to ensure cases are handled effectively and efficiently.

In this role, you will manage and update cases, submit Power of Attorney forms, maintain accurate records, and provide excellent service and support to clients and internal teams.

We’re all about that in-person vibe—this role is 100% on-site! If you’re excited to work side‑side with our team or are ready to make the move, then you’re a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting!

HOW YOU’LL BE REWARDED

At TaxRise, Inc., we believe in rewarding hard work and dedication! We offer our team members competitive hourly pay and the opportunity to earn a monthly bonus based on individual productivity, with even greater earning potential for those who are highly motivated, organized, and love exceeding goals.

Base Pay: $24.00–$26.00 per hour
Monthly Bonus: Average bonus potential of $800 - $1,200

WHAT YOU’LL DO

Tax Investigations

• Conduct tax investigations with state agencies.

• Conduct IRS tax investigations through the Transcript Delivery System and by telephone.

• Update cases based on information received during investigations.

• Upload tax transcripts to client case files and update case statuses accordingly.

Power of Attorney Processing

• Submit Power of Attorney forms online to the IRS and state tax agencies.

• Maintain accurate records of submitted authorizations.

• Follow up on submissions as needed to ensure cases continue progressing.

CRM & Case Management

• Maintain accurate and timely case notes in the CRM system.

• Track case activity, progress, and required next steps.

• Complete assigned tasks within required deadlines.

• Manage a large caseload while prioritizing tasks effectively.

Client & Departmental Collaboration

• Build and maintain professional relationships with clients.

• Communicate with the IRS and state tax agencies regarding client cases.

• Collaborate with tax professionals, sales representatives, clients, and other internal departments.

• Provide excellent service and support to clients and colleagues.

• Perform other duties as assigned by management.

WHAT YOU’LL NEED TO HAVE

• Active CTEC certification.

• At least two years of experience using CRM and tax-management systems.

• Excellent computer skills, including proficiency with Google Workspace and Microsoft Office.

• Strong written and verbal communication skills.

• Strong time-management and organizational skills.

• Ability to manage a large caseload and prioritize tasks effectively.

• Ability to work independently in a fast‑paced environment.

• Strong work ethic, accountability, and attention to detail.

• High school diploma or GED, two years of related experience, or an equivalent combination of education and experience.

We understand potential comes in many forms. Even if you don’t check every box, we encourage you to apply—we consider all qualified candidates.

WHAT WE OFFER

We believe in taking care of our team so they can take care of our clients. Here’s what you can expect as part of the TaxRise family:

• Medical, Dental, and Vision Insurance (starting after 60 days)
• Paid Time Off
• 401(k) retirement plan with company match
• Professional Development Program to support your growth
• Access to our on‑site gym and gaming lounge
• Catered team lunches every Friday
• Fun and energizing quarterly company outings

ABOUT US

At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that’s the driving force behind everything we do.

When you join us, you’re not just becoming part of a company; you’re joining a movement. We’re a team that thrives on celebrating successes and making a genuine impact on people’s lives.

We’re proud to be the fastest‑growing company in our industry, and we’re on the lookout for exceptional individuals to help us continue our journey of transformation.

If you’re ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that’s reshaping the future of tax resolution.

OUR COMMITMENT

At TaxRise, we’re proud to be an equal opportunity employer. We know that a world‑class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law.

TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.

California Applicants:

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