FreshTax · 3 months ago
Tax Investigation Specialist
Santa Ana, CA
Full-time
Onsite
Entry Level
$17/hr - $20/hr
2+ years expFreshTax is one of the fastest-growing companies in the tax resolution industry, helping thousands of Americans overcome tax challenges. As a Tax Investigation Specialist, you will assist clients in resolving their tax issues by communicating with the IRS and state agencies, managing client files, and ensuring case progress.
Debt CollectionsFinanceFinancial ServicesTax Preparation
Responsibilities
Submit Power of Attorney (POA) forms and handle tax documentation
Communicate with IRS and state agencies to assist in resolving client cases
Pull and upload IRS transcripts, ensuring all case files remain accurate and updated
Record case updates and detailed notes in our CRM
Collaborate with internal teams to ensure a smooth client experience
Take on additional tasks to support case progress and team success
Qualification
Required
Active CTEC Certification
Active PTIN and CAF Number
Minimum 2 years of experience working with CRM or tax software
Proficiency in Google Workspace and Microsoft Office
Excellent written and verbal communication skills
Strong organization, accuracy, and multitasking ability
High school diploma or equivalent
Preferred
College coursework in accounting or business
Benefits
401(k) Retirement Plan
Paid Time Off (Sick Days, Holidays)
Catered Lunch Every Friday
Quarterly Team Outings & Events
Wellness Days for Personal Recharge
Company
FreshTax
At Fresh Tax Solutions, we specialize in providing comprehensive tax resolution services to individuals and businesses nationwide.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Omar Saleh
Founder & CEO
Company data provided by crunchbase