What are the responsibilities and job description for the Tax Investigation Specialist position at TaxRise?
Job Type
Full-time
Description
INTRO TO TAXRISE:
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.
About The Role
As a Tax Investigation Specialist, your primary responsibility will be to build relationships with clients and the IRS to provide full-spectrum representation for taxpayers with various tax issues. You'll work closely with both state agencies and the IRS to ensure cases are handled effectively and efficiently. You will manage and update cases, submit POAs online, and maintain accurate records while providing excellent service and support to clients and colleagues.
What You’ll Do
This range represents TaxRise’s current good-faith pay scale for this role. TaxRise reserves the right to modify or update this range at any time.
At TaxRise, we’re proud to be an equal opportunity employer. We realize the key to creating a company with world-class culture and employee experience comes from who we hire and creating a workplace that celebrates everyone.
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 state or federal 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.
Salary Description
$20.00 – $23.00 per hour
Full-time
Description
INTRO TO TAXRISE:
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.
About The Role
As a Tax Investigation Specialist, your primary responsibility will be to build relationships with clients and the IRS to provide full-spectrum representation for taxpayers with various tax issues. You'll work closely with both state agencies and the IRS to ensure cases are handled effectively and efficiently. You will manage and update cases, submit POAs online, and maintain accurate records while providing excellent service and support to clients and colleagues.
What You’ll Do
- Run tax investigations for state agencies.
- Conduct IRS tax investigations via THS and telephonically, and update cases accordingly.
- Submit Power of Attorney (POA) forms online to both IRS and state agencies.
- Upload transcripts to client case files and update case status.
- Complete assigned tasks by required deadlines.
- Maintain accurate and timely notes in CRM and track progress.
- Collaborate with other departments, including tax professionals, sales, and clients.
- Perform other duties as assigned by management.
- CTEC Certification.
- Active PTIN and CAF Number with the IRS.
- 2 years of experience with CRM and tax management systems.
- Excellent computer skills (G Suite, Microsoft Office), including CRM system experience.
- Strong written and verbal communication skills.
- Time management skills, including the ability to handle a large caseload and prioritize tasks effectively.
- Ability to work independently and manage tasks in a fast-paced environment while maintaining a strong work ethic.
- High school diploma or equivalent (GED), or two years of related experience and/or an equivalent combination of education and experience.
- Medical, Dental, and Vision Insurance after 60 days
- Paid Time Off (Vacation, Sick, Holidays)
- Wellness Days
- 401(k) retirement plan
- Professional Development Program
- Access to on-site gym and gaming lounge
- Quarterly company outings
- Catered meals every Friday
This range represents TaxRise’s current good-faith pay scale for this role. TaxRise reserves the right to modify or update this range at any time.
At TaxRise, we’re proud to be an equal opportunity employer. We realize the key to creating a company with world-class culture and employee experience comes from who we hire and creating a workplace that celebrates everyone.
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 state or federal 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.
Salary Description
$20.00 – $23.00 per hour
Salary : $20 - $23
