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State Tax Investigation Specialist

Irvine, CA

WHY JOIN TAXRISE?

At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.

Join us and make a tangible difference in people’s lives while growing your career with a team that values your contributions.

ABOUT THE ROLE

The State Tax Specialist will be responsible for contacting the state tax agencies on behalf of our clients to negotiation resolutions and advocate for their interests. The ideal candidate will have strong problem-solving skills, a self-starter attitude, creativity developing resolution strategies to tax issues, is a strong team player who loves collaborating with others, and who enjoys working in a fun, fast-paced environment. 

We’re all about that in-person vibe—this role is 100% on-site! If you’re excited to work side-by-side with our team (or are ready to make the move), then you’re a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting!

 

HOW YOU'LL BE REWARDED

At TaxRise, Inc., we believe in rewarding hard work and dedication! We offer our team members competitive hourly pay and the opportunity to earn a monthly bonus based on individual productivity, with even greater earning potential for those who are highly motivated, organized, and love exceeding goals.

  • Base pay: $24.00 - $26.00 per hour (full-time, 40 hours per week)
  • Monthly Bonus: Average bonus potential of $500 - $1,000

 

WHAT YOU’LL DO

  • Contact and negotiate with state tax agencies on behalf of clients to secure favorable resolutions, such as payment plans, penalty abatements, and non-collectible statuses.
  • Address compliance issues, handle appeals, and resolve levies, garnishments, or other state collection actions.
  • Conduct thorough reviews of client financial information, including adjusted gross income, assets, expenses, and disposable income, to formulate the best resolution strategies.
  • Collaborate with clients to gather accurate financial details and tailor solutions to their unique circumstances.
  • Review state-specific Power of Attorney forms for accuracy and ensure timely submission to the relevant state agencies.
  • Prepare and submit necessary forms and supporting documentation to state tax agencies to substantiate cases.
  • Audit case files for completeness and accuracy, maintaining strict adherence to documentation standards.
  • Manage a pipeline of cases within the CRM system, ensuring all cases progress according to company workflows and timelines.
  • Enter detailed, accurate notes into the CRM system to ensure all case information is current and well-documented.
  • Update case statuses to appropriate stages in alignment with established workflows.
  • Monitor case progress, ensuring timely actions and clear communication with clients and internal stakeholders.
  • Develop creative and effective solutions for complex tax resolution cases.
  • Work independently and collaboratively to meet and exceed performance goals.

WHAT YOU’LL NEED TO HAVE:

  • Licensure: Active CTEC (California Tax Education Council) certification and Active PTIN (Preparer Tax Identification Number).
  • Some familiarity of tax standards, tax resolution programs, and financial documentation.
  • Excellent verbal and written communication skills.
  • Detail-oriented with outstanding organizational skills to manage multiple cases and personal pipelines.
  • Proficiency in tax software, Microsoft Office Suite, and CRM tools.
  • Ability to balance competing priorities in a fast-paced working environment.
  • Proficient in Microsoft Office Suites, Excel, Google Gmail, Calendly and internal communication software. 
  • We understand potential comes in many forms. Even if you don’t check every box, we still encourage you to apply; we consider all qualified candidates.

We understand potential comes in many forms. Even if you don’t check every box, we encourage you to apply — we consider all qualified candidates.

WHAT WE OFFER

We believe in taking care of our team so they can take care of our clients. Here’s what you can expect as part of the TaxRise family:

  • Medical, Dental, and Vision Insurance (starting after 60 days)
  • Paid Time Off (Vacation, Sick Days, Company Holidays)
  • Wellness Days to recharge when you need it most
  • 401(k) retirement plan with company match
  • Professional Development Program to support your growth
  • Access to our on-site gym and gaming lounge
  • Catered team lunches every Friday
  • Fun and energizing quarterly company outings

 

ABOUT US

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.

 

OUR COMMITMENT

At TaxRise, we’re proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. 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 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.

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