Tax Investigation Specialist
Amity One TaxIrvine, California, United States30+ days ago
Job type
- Full-time
- Quick Apply
Job descriptionActive 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. 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. Flexible schedule. Paid time off. Professional development assistance. 8-hour shift. Monday to Friday. Irvine, CA 92612 (Preferred). Irvine, CA 92612.
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 :
Our work environment and location include :
Job Type : Full-time.
Pay : DOE (Depending on Experience).
Expected hours : 40 per week.
Benefits :
Schedule :
Ability to Commute :
Ability to Relocate :
Work Location : In-office / In-person
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Tax Specialist • Irvine, California, United States