Tax Specialist (IRS Support)

Socket.dev; Irvine (CA); On-site; USD 65,904,000 - 71,635,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Paid Time Off

401(k) retirement plan with company |1

Professional Development Program

On-site gym and gaming lounge

Catered team lunches

Quarterly company outings

Job summary

TaxRise is seeking a Tax Specialist (IRS Support) to lead case management with the IRS and state agencies, ensuring accurate documentation and timely updates. You will serve as the main point of contact, manage POA submissions, and maintain detailed records in our systems while collaborating with cross-functional teams to deliver effective client outcomes.

This 100% on-site role in Irvine, CA emphasizes precise records, proactive communication, and efficiency in a high-volume environment.

Qualifications

• Active PTIN and CAF Number 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 skills
• Excellent time management and 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

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 Specialist (IRS Support) at TaxRise, you’ll be at the forefront of case management, working directly with the IRS and state agencies to resolve complex tax matters on behalf of our clients. You’ll serve as a key contact for communication, documentation, and status tracking, helping ensure every case is processed accurately and efficiently.

This is a high-impact role for someone who enjoys navigating government systems, maintaining precise records, and collaborating across teams to deliver real solutions.

This is a 100% on-site role — we thrive on collaboration and energy in the office.

HOW YOU’LL BE REWARDED

At TaxRise, we believe in rewarding performance and passion! You’ll receive a competitive hourly wage, plus the opportunity to earn a monthly performance bonus — up to $1,000 per month — based on your impact and productivity.

• Base pay: $23.00 – $25.00 per hour (full-time, 40 hours/week)
• Monthly Bonus: Additional bonus potential based on performance (up to $1,000/month)

WHAT YOU’LL DO

• 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

LEVEL UP YOUR CREDENTIALS

At TaxRise, we invest in people who want to grow. If you don’t already have your PTIN or CAF number, we’ll help you obtain them after successfully completing new hire training.

We’ll also support the cost through our Professional Development Program so you can continue building your expertise. All we ask is that you take ownership of maintaining your credentials as you grow with us.

WHAT YOU’LL NEED TO HAVE

• Active PTIN and CAF Number 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 skills
• Excellent time management and organizational skills
• High school diploma or GED, or equivalent experience
• Ability to work independently in a fast-paced, high-volume setting

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: Please review our Notice at Collection and California Privacy Policy before submitting your application.