Tax Investigator
At Better Tax Relief, we bring years of experience to the table and take pride in our nationwide service to individuals, families, and companies. We are dedicated to providing comprehensive solutions for IRS concerns, allowing our clients to rest easy without the burden of tax intricacies. Whether our clients are facing IRS debts, unfiled returns, audits, or other tax challenges, we stand by them as their unwavering support system. Consider us their trusted allies in navigating the complexities of the IRS, as we are committed to simplifying the process for them. Our dedicated team is here to offer professional assistance while delivering warmth, friendliness, and boundless energy throughout your tax relief journey.
Job Title: Tax Investigator
Location: This position is onsite in Irvine, CA.
Employment Type: Full-time
Pay Range: $18-21 per hour based on experience, qualifications, and skillset.
As a Tax Investigator, you will be responsible for direct communication with the IRS to gather detailed information about clients's tax accounts. This role involves using Form 8821 and an IRS CAF number to obtain and upload essential transcripts to our client accounts in the Logics CRM. The Tax Investigator must manage extended phone calls, organize and maintain accurate documentation, and collaborate with the analysis team to ensure all necessary information is collected and documented.
Key Responsibilities:
The Tax Investigator must be able to perform the following tasks:
- Communicate with the IRS via the direct practitioner line to conduct thorough
investigations into clients' tax accounts. - Utilize Form 8821 to obtain necessary information and access client records.
- Maintain and use an IRS CAF number and an IRS.gov ID.me account to facilitate
investigations. - Conduct phone calls with the IRS that may last up to 2 hours.
- Obtain and upload various transcripts (account transcripts, wage and income
transcripts, and tax return transcripts) to the Logics CRM. - Fill out the initial portion of the investigation report for submission to the analyst.
- Utilize the Logics CRM system to manage client interactions and document
submissions, ensuring accurate and timely updates to client profiles. - Upload and properly rename documents within the CRM, maintaining data integrity and
accessibility. - Collaborate with the analysis team to ensure all necessary information is collected and
accurately documented. - Assist in preparing and submitting updated IRS forms 8821 and 2848 for client signatures, ensuring accuracy and completeness.
- Support mailroom functions as needed, including sorting, scanning, and handling client correspondence.
Required Qualifications:
The Tax Investigator must have the following experiences:
- Relevant experience in tax investigations or similar roles preferred.
- Possession of an IRS CAF number is a plus.
- Familiarity with IRS.gov ID.me account usage.
- Proficiency in using CRM systems, preferably Logics CRM.
- A thorough understanding of IRS procedures and tax resolution options is beneficial.
Preferred Qualifications:
- Proven experience in Tax Investigations is preferred.
Benefits:
- Health, dental, and vision insurance.
- Paid Sick Leave.
- Opportunities for career growth and advancement.
- A supportive and collaborative work environment.
We believe in your potential and are invested in your growth! APPLY TODAY, and let’s achieve our goals together!
Better Tax Relief is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to veteran status, disability, age, race, color, religion, sex, sexual orientation, gender identity or expression, national origin, genetics, marital status, pregnancy, or any other non-merit based factor.
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