About the position:
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Initiate outbound calls to the IRS to gather information about clients' tax concerns and issues.
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Compile and organize comprehensive reports detailing clients' tax problems and the necessary steps for resolution.
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Request and obtain necessary transcripts, documents, and information from the IRS on behalf of clients.
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Manage and prioritize tasks effectively, ensuring timely follow-ups and completion of assigned duties.
Job Requirements:
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Active PTIN and CAF numbers with the IRS are required.
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CTEC Certification preferred.
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1-2 years of experience with a tax-related CRM.
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Possesses excellent computer (G Suite, Microsoft Office) skills.
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Time management – multi-tasker, able to manage large caseloads, prioritize cases, and follow up with Tax Professionals, Sales, and Clients in a timely manner.
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Ability to remain focused and productive within a fast-paced environment while maintaining a strong work ethic.
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Strong communication skills, both written and verbal.
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Ability to learn quickly and adapt to changing processes.
Our work environment and location include:
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Modern office setting with high rise view.
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Growing opportunities.
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Tax Training and Seminar Opportunities.
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In-building gym access.
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Employee Parking Structure.
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Restaurants and cafes within walking distance.
Job Type: Full-time.
Pay: DOE (Depending on Experience).
Expected hours: 40 per week.
Benefits:
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Flexible schedule.
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Sick and Holiday pay.
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Professional development assistance.
Schedule:
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8-hour shift.
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Monday to Friday.
Ability to Commute:
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Santa Ana, CA 92707 (Preferred).
Ability to Relocate:
Work Location: In-office/ In-person
