Tax Investigation Specialist

Tax Investigation Specialist

FreshTax is a rapidly growing tax resolution company helping individuals and families resolve IRS and state tax issues. Our team works together in a fast-paced, collaborative environment focused on delivering strong client support and real results.

What You'll Do:

IRS Case Preparation:

• Submit Power of Attorney (POA) forms to the IRS.
• Request and retrieve IRS transcripts for active cases.
• Upload and organize tax records within the CRM system.

Agency Communication:

• Contact IRS and state agencies to obtain case information.
• Monitor transcript updates and case status.

File Management:

• Maintain detailed notes and updates in the CRM.
• Ensure all case documentation is accurate and organized.
• Prepare files for Case Managers and tax professionals.

Team Support:

• Work closely with Case Managers and other departments.
• Assist with additional tasks that support case progression.

What You'll Need:

• Active CTEC Certification.
• Active PTIN and CAF Number.
• Minimum 2 years of experience with CRM systems or tax software.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication.
• Ability to multitask in a fast-paced environment.
• High school diploma or equivalent.
• College coursework in accounting or business is a plus.

What We Offer:

• 401(k) retirement plan.
• Paid sick time and company holidays.
• Catered lunches every Friday.
• Quarterly team outings and events.
• Wellness days.
• Supportive team environment with opportunities for growth.

Why Join FreshTax?

At FreshTax, we believe in creating a workplace where employees can grow while helping clients resolve challenging tax situations. If you're looking for a role where your work directly contributes to helping people move forward financially, we'd love to meet you.

Equal Opportunity Employer

FreshTax is an equal opportunity employer committed to maintaining an inclusive workplace for all employees.