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Tax Investigation Agent

Nationwide Tax Advocates

  • Anaheim, California
  • 7 days ago
  • $19–$21

Highlights

Responsibilities: As a Tax Investigation Specialist, you will assist in the early stages of the tax resolution process by gathering critical IRS records, submitting required forms, and preparing client files for Case Managers and tax professionals. You will communicate with the IRS and state agencies, maintain accurate case documentation, and ensure files are properly prepared so cases can move forward efficiently.

Numbers & Facts

LocationAnaheim, California
Salary$19–$21

Description

Pay: $19.00 - $21.00 per hour

Job description:
Qualifications:
  • 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.

Responsibilities:
  • As a Tax Investigation Specialist, you will assist in the early stages of the tax resolution process by gathering critical IRS records, submitting required forms, and preparing client files for Case Managers and tax professionals.
  • You will ask for years with balances, CSED Dates for all years, and collection status with the IRS.
  • You will communicate with the IRS and state agencies, maintain accurate case documentation, and ensure files are properly prepared so cases can move forward efficiently.
  • 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.
  • Contact IRS and state agencies to obtain case information.
  • Monitor transcript updates and case status.
  • Maintain detailed notes and updates in the CRM.
  • Ensure all case documentation is accurate and organized.
  • Prepare files for Case Managers and tax professionals.
  • Work closely with Case Managers and other departments Assist with additional tasks that support case progression.

Work Location: In person

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