Tax Investigation Specialist - Amity One Tax
Irvine, CA 92612
About the Job
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
- Paid time off
- Professional development assistance
Schedule:
- 8-hour shift
- Monday to Friday
Ability to Commute:
- Irvine, CA 92612 (Preferred)
Ability to Relocate:
- Irvine, CA 92612
Work Location: In-office/ In-person
Source : Amity One Tax
