Tax Investigation Specialist
$22 - $27 per hourAmerican Tax Defense
Job Description
Job Description
We are seeking a detail-oriented and motivated Tax Investigation Specialist to join our growing team. In this role, you will communicate directly with the IRS, gather and analyze tax information, and support clients throughout the tax resolution process. The ideal candidate is organized, proactive, and able to manage multiple cases in a fast-paced environment.
Key Responsibilities:
- Initiate outbound calls to the IRS to obtain information regarding clients' tax matters.
- Request and obtain IRS transcripts, notices, and other required documentation on behalf of clients.
- Prepare accurate, organized reports outlining clients' tax issues and recommended next steps.
- Manage multiple client cases while ensuring timely follow-up and completion of assigned tasks.
- Collaborate with Tax Professionals, Sales, and other internal departments to support case progression.
- Maintain accurate records and update client information in the company's CRM system.
Qualifications:
Required:
- Active IRS PTIN and CAF authorization.
- 1–2 years of experience using a tax-related CRM.
- Strong proficiency with Google Workspace (G Suite) and Microsoft Office.
- Excellent organizational, time management, and multitasking skills.
- Strong written and verbal communication skills.
- Ability to work efficiently in a fast-paced, team-oriented environment.
- Quick learner with the ability to adapt to changing procedures and priorities.
Preferred:
- CTEC Certification.
What We Offer:
- Competitive hourly pay: $22.00–$27.00 , depending on experience.
- Flexible scheduling.
- Sick leave and paid holidays.
- Professional development, tax training, and seminar opportunities.
- Modern high-rise office environment.
- On-site gym access.
- Employee parking structure.
- Restaurants and cafés within walking distance.
- Opportunities for career growth within a growing company.
Schedule:
- Monday through Friday.
- 8-hour shifts.
- Approximately 40 hours per week.
Work Location:
This is a full-time, in-office position located in Santa Ana, CA 92707 .
If you're looking to build your career in tax resolution and enjoy working in a collaborative, fast-paced environment, we'd love to hear from you.
Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Tax Investigation Specialist in Santa Ana, CA vacancy
$19 - $22 per hour
...bonus Training & development Calling all Experienced Tax Preparers ! Join our team for an exciting seasonal... ...Identification Number (PTIN) and the IRS will conduct their own background investigation. I certify that all answers given in connection with my...SuggestedHourly payExtra incomeFull timePart timeLocal areaRelocation packageFlexible hoursShift workJackson Hewitt Tax Service, Inc.
Garden Grove, CA2 days ago$24 - $26 per hour
...TAXRISE? At TaxRise, we don't just provide tax relief services; we provide hope,... ...ABOUT THE ROLE As a Tax Resolution Specialist, your primary responsibility will be to... ...of $800 - $1,200 WHAT YOU'LL DO Tax Investigations Conduct tax investigations with state...SuggestedHourly payWork at officeTaxRise
Irvine, CA25 days ago$95k - $115k
...results account reconciliations and supporting schedules to ensure accuracy and completeness. Analyze financial performance and investigate variances to provide meaningful insights for management. Partner with operational and business leaders to support budgeting...SuggestedCentury Group
Orange, CA3 days ago$33.45 - $40.47 per hour
...individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations... ...etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation,...SuggestedLocal areaIntuit
Anaheim, CA6 days ago- As a Tax Associate at Intuit, you’ll support TurboTax customers by delivering accurate, timely virtual tax help. You will review financial documents, prepare and check individual returns, and guide users through TurboTax while explaining credits, deductions, and IRS/state...Suggested
$16.65 - $20.55 per hour
...About the Role As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly with clients to gather information, prepare tax returns, and answer...Hourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shiftH&R Block
Orange, CA2 days ago- ...Taxation Role Type Accountant Role Level Staff Work Mode Hybrid Employment Type Full Time Organization Type Other Intuit is seeking a Tax Accountant to help power prosperity for individuals and small businesses through accurate, insightful tax preparation. In this role,...Full timeWorldwide
American Accounting Association
Santa Ana, CA1 day ago $70k - $95k
...Tax Accountant We are seeking a Tax Accountant to manage tax preparation and compliance. Key Responsibilities Tax Filing: Prepare and review tax returns. Compliance: Ensure adherence to tax regulations. Advisory: Provide tax planning support. Qualifications Experience...Peregrine Team
Orange, CA2 days ago- ...Job Description Job Description JSG is seeking a Tax Accounting Specialist to join our client's team in Irvine for a long term contract role. The Tax Accountant: State & Local Tax ("SALT") is primarily responsible for performing the day-to-day SALT functions in support...Weekly payLong term contractTemporary workLocal areaWork from homeMonday to Friday
Johnson Service Group (IL)
Newport Beach, CA1 day ago - ...Direct Counsel is representing an AmLaw 100 firm in its search for a Senior Associate - Tax - Executive Compensation, Employment & Benefits . Locations: Boston, Century City, Chicago, Washington, D.C., New York, Orange County, San Francisco, Silicon Valley...
Direct Counsel
Orange, CA2 days ago $80k - $100k
...Our retail client is actively seeking a dedicated and detail-oriented Senior Indirect Tax Accountant to join their tax team in Santa Ana. The ideal candidate is a proactive team player who can quickly adapt to handling multiple tasks while ensuring exceptional customer...Local areaCentury Group
Santa Ana, CA4 days ago$32.5 - $36 per hour
...TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert...Local areaIntuit
Orange, CA18 hours ago$32.5 - $36 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...SonicJobs Privacy Policy at and Terms of Use at PandoLogic. Category:Finance, Keywords:Tax Specialist, Location:Santa Ana, CA-92702...Local areaIntuit
Santa Ana, CA18 hours ago$32.5 - $36 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...SonicJobs Privacy Policy at and Terms of Use at PandoLogic. Category:Finance, Keywords:Tax Specialist, Location:Santa Ana, CA-92702...Local areaIntuit
Santa Ana, CA18 hours ago$100k - $120k
...Senior Tax Accountant Century Group is partnering with a client that is seeking a Senior Tax Accountant to join their team. Exact compensation may vary based on skills, experience, and location. Expected starting base salary of $100,000 to $120,000 per year. Job...Century Group
Orange, CA3 days ago$60k - $150k
...Tax Preparer FreshTax is a rapidly growing tax resolution firm helping individuals resolve IRS and state tax issues. Our team works with clients facing complex tax situations and provides practical solutions that help them move forward financially. We operate in a fast...Full timeWork at officeMonday to FridayFreshTax
Santa Ana, CA3 days ago$32.5 - $36 per hour
...TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert...Local areaIntuit
Garden Grove, CA2 days ago$32.5 - $36 per hour
...TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert...Local areaIntuit
Tustin, CA2 days ago$32.5 - $36 per hour
...TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert...Local areaIntuit
Tustin, CA2 days ago$80k - $90k
...required invoices, receipts, approvals, and project documentation; investigate discrepancies, billing issues, unbilled costs, project margins,... ...and state laws required. Strong understanding of GAAP and tax law required. Strong work ethic and confidentiality skills required...For subcontractorWork at officeLocal areaRemote workRelocationZero Impact Story
Santa Ana, CA18 hours ago$62k - $75k
...month-end and year-end close activities, including journal entries and accruals Prepare and analyze account reconciliations and investigate variances Analyze financial results and provide insight into financial trends and discrepancies Assist with budgeting,...Kinetic Personnel Group, Inc
Santa Ana, CA5 hours ago- ...Perform benefits reconciliations to ensure balances are complete and accurate • Reconcile payroll activity to the general ledger and investigate variances • Prepare and track payroll?related accruals in compliance with accounting standards and internal controls •...For contractorsWork at officeLocal area
Vaco
Santa Ana, CA4 days ago $75k - $85k
...accuracy, completeness, and compliance with applicable CBAs. Investigate discrepancies and provide findings and supporting documentation... ...insurance ~ Disability income protection insurance ~ Pre-tax flexible spending plans (health and dependent care) ~ Paid parental...Immediate startFlexible hoursSouthland Industries
Garden Grove, CA4 days ago$200k - $225k
Compensation: $200,000 - $225,000 + Bonus Location: Santa Ana, CA 92707 (Onsite) Our private equity-backed, multi-location client is seeking a Corporate Controller as the Company scales rapidly through acquisition and organic growth across a national network of locations...Co-nexus
Santa Ana, CA18 hours ago- ...TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert...Part timeLocal area
Intuit
Orange, CA3 hours ago $100k - $130k
...annual close processes. Prepare lender and reserve reporting. Support acquisitions and dispositions. Assist with audits and tax preparation. Identify opportunities for process improvement and support system oversight, including MRI and Avid. Required Qualifications...Work at officeBisnow
Garden Grove, CA2 days ago$230k - $280k
...function to increase efficiency, accuracy, and scalability Bring firsthand experience implementing systems or tools in a prior role Tax & Compliance Oversee income tax, sales/use tax, and other statutory tax compliance in partnership with outside tax advisors...Contract workLocal areaHarbinger Motors Inc.
Garden Grove, CA1 day ago- Intuit is hiring an in-store Tax Preparer to help individuals maximize their tax outcomes while staying fully compliant. In this client-facing role, you will interview customers, review financial documents, and prepare accurate federal and state individual tax returns using...Remote work
$16.65 - $20.55 per hour
About The Role As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly with clients to gather information, prepare tax returns, and answer questions...Hourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shift- Intuit is seeking a Tax Accountant to help power prosperity for individuals and small businesses through accurate, insightful tax preparation. In this role, you will prepare and review federal and state returns, analyze financial data, and identify tax-saving opportunities...Worldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Investigation Specialist. Be the first to apply!
Related searches