Top 114 Tax specialist Jobs in Lake Forest, Ca

Tax Resolution Specialist
TaxRise —Irvine, CA
- $24 - $26 an hour
- Full-time
- Background check
- Google Workspace
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Property Tax Accounting Specialist
Express Employment —Laguna Woods, CA
- Up to $27 an hour
- Online Application
- Customer service
- Mid-level
- Office
Quick Apply
9h
Resident Service Specialist
Pacific Housing Inc —Anaheim, CA
- $19 - $21 an hour
- Part-time
- Microsoft Word
- Clean driving record
- Microsoft Excel
Support Services Specialist
Chase Foundation, A Vocationally-Driven Program —Fullerton, CA
- $19 - $23 an hour
- Part-time
- Background check
- Classroom
- Serving
Quick Apply
Sr. Digital Services Remote Support Specialist
Trane Technologies —Brea, CA
- $48.00 - $59.73 an hour
- Overtime
- Clean driving record
- Pass drug screening
- High school diploma or GED
- Paid holidays
- Health insurance
Claims Resolution Specialist (Customer Service)
CalOptima —Orange, CA
- Weekends as needed
- Background check
- Microsoft Outlook
- Writing skills
- Tuition reimbursement
- Paid time off
11d
Tax Resolution Specialist - Inside Sales
OfferTax —Newport Beach, CA
- $80,000 - $250,000 a year
- 8 hour shift
- Sales
- In-person
- 1 year
- Paid training
- On-the-job training
Quick Apply
11d
Student Services Specialist
Rancho Santiago Community College District —Santa Ana, CA
- $65,409.97 - $83,499.64 a year
- Online Application
- Background check
- Management
- High school
14d
BUSINESS TAXES SPECIALIST I, BOARD OF EQUALIZATION
CA Department of Tax and Fee Administration —Orange County, CA
- $8,052 - $10,079 a month
- Overtime
- Hybrid work
- Mid-level
- Office
- Travel
- Paid holidays
- Opportunities for advancement
7d
Marketing Specialist – National Commercial Services (Remote)
First American Financial Corporation —Santa Ana, CA
- Remote
- Microsoft Excel
- Marketing
- Mid-level
- Employee stock purchase plan
- Health insurance
Tax Support Specialist
Mercer Advisors —Newport Beach, CA
- $31 - $36 an hour
- Weekends as needed
- Hybrid work
- Microsoft Outlook
- Customer service
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
Full Level Tax Specialist
ADP —La Palma, CA
- $18.56 - $34.66 an hour
- Full-time
- Hybrid work
- Word processing
- Computer literacy
- Basic math
- Wellness program
- Disability insurance
Patient Services Specialist
Providence —Santa Ana, CA
- $25.00 - $34.41 an hour
- Full-time
- Hospital
- Clinic
- Fair chance
- Paid parental leave
- Paid holidays
3d
Tax Specialist I-Audit
Hinderliter de Llamas & Associates —Brea, CA
- $24 - $28 an hour
- Full-time
- Hybrid work
- Clean driving record
- Writing skills
- Office
- AD&D insurance
- Paid holidays
Customer Service Specialist
UForce Fitness —Mission Viejo, CA
- $23 - $32 an hour
- Part-time
- CPR Certification
- Inventory management
- Merchandising
- 401(k)
- Employee discount
Quick Apply
13d
Client Services Specialist
EBizCharge —Irvine, CA
- $0 a year
- Full-time
- Computer science
- Microsoft Outlook
- Computer Science
- Paid holidays
- Health insurance
Member Services Specialist
SchoolsFirst FCU —Placentia, CA
- $33.51 - $50.27 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
Billing Client Services Specialist
Briviant Inc. —Irvine, CA
- $28 - $34 an hour
- Part-time
- Hybrid work
- Mid-level
- 2 years
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Retail Service Specialist
Auto Club Of Southern Calif —Mission Viejo, CA
- $22 - $23 an hour
- Office
- High school diploma or GED
- Travel
- Paid parental leave
- Health insurance
Patient Services Specialist - Vascular Diagnostics
Providence —Mission Viejo, CA
- $25.00 - $34.41 an hour
- Full-time
- Hospital
- Clinic
- Fair chance
- Paid parental leave
- Paid holidays
2d

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Tax Resolution Specialist

TaxRise -
Irvine, CA

Quick Apply

Job Details

Full-time
$24 - $26 an hour

Benefits

Health insurance
On-site gym
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Google Workspace
Caseload management
Tax preparation software
CRM system proficiency
Productivity software

Full Job Description

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

As a State Tax Investigation Specialist, your primary responsibility will be to build relationships with clients and tax agencies while providing full-spectrum representation for taxpayers with various tax issues. You will work closely with state agencies and the IRS to ensure cases are handled effectively and efficiently.

In this role, you will manage and update cases, submit Power of Attorney forms, maintain accurate records, and provide excellent service and support to clients and internal teams.

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
Monthly Bonus: Average bonus potential of $800 - $1,200

WHAT YOU'LL DO

Tax Investigations

Conduct tax investigations with state agencies.
Conduct IRS tax investigations through the Transcript Delivery System and by telephone.
Update cases based on information received during investigations.
Upload tax transcripts to client case files and update case statuses accordingly.

Power of Attorney Processing

Submit Power of Attorney forms online to the IRS and state tax agencies.
Maintain accurate records of submitted authorizations.
Follow up on submissions as needed to ensure cases continue progressing.

CRM & Case Management

Maintain accurate and timely case notes in the CRM system.
Track case activity, progress, and required next steps.
Complete assigned tasks within required deadlines.
Manage a large caseload while prioritizing tasks effectively.

Client & Departmental Collaboration

Build and maintain professional relationships with clients.
Communicate with the IRS and state tax agencies regarding client cases.
Collaborate with tax professionals, sales representatives, clients, and other internal departments.
Provide excellent service and support to clients and colleagues.
Perform other duties as assigned by management.

WHAT YOU'LL NEED TO HAVE

Active CTEC certification.
At least two years of experience using CRM and tax-management systems.
Excellent computer skills, including proficiency with Google Workspace and Microsoft Office.
Strong written and verbal communication skills.
Strong time-management and organizational skills.
Ability to manage a large caseload and prioritize tasks effectively.
Ability to work independently in a fast-paced environment.
Strong work ethic, accountability, and attention to detail.
High school diploma or GED, two years of related experience, or an equivalent combination of education and experience.

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
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.

California Applicants: Please review our Notice at Collection and California Privacy Policy before submitting your application by clicking here.

Job Type: Full-time

Expected hours: No less than 40 per week

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

tax specialist jobs in lake forest, ca

Tax Resolution Specialist

Property Tax Accounting Specialist

Resident Service Specialist

Support Services Specialist

Sr. Digital Services Remote Support Specialist

Claims Resolution Specialist (Customer Service)

Tax Resolution Specialist - Inside Sales

Student Services Specialist

BUSINESS TAXES SPECIALIST I, BOARD OF EQUALIZATION

Marketing Specialist – National Commercial Services (Remote)

Tax Support Specialist

Full Level Tax Specialist

Patient Services Specialist

Tax Specialist I-Audit

Customer Service Specialist

Client Services Specialist

Member Services Specialist

Billing Client Services Specialist

Retail Service Specialist

Patient Services Specialist - Vascular Diagnostics

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