Fraud Investigation Supervisor jobs in Costa Mesa, CA

Description

INTRO TO TAXRISE: 

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. 

ABOUT THE ROLE:
 

The Tax Investigation Specialist serves the purpose of fostering strong relationships with clients and the IRS to enable TaxRise to provide comprehensive representation to taxpayers facing various tax issues. As a Tax Investigation Specialist, you will play a pivotal role in supporting the Tax Resolution Department by conducting and reviewing state tax investigations, assessing clients' eligibility for state tax resolution, and collaborating with other departments to gather required documents and information. Your efforts will contribute to the seamless submission of resolution packages to state agencies on behalf of clients.

WHAT YOU’LL DO:

• Utilize both Taxpayer Advocate Service (THS) and telephonic methods to conduct comprehensive tax investigations for state agencies and the IRS. Maintain accurate and up-to-date case statuses through diligent documentation and regular updates.
• Electronically submit Power of Attorney (POA) forms to the IRS and state agencies to ensure proper authorization for representing clients. Verify and track authorization status to facilitate seamless representation throughout the resolution process.
• Upload transcripts and relevant documents to clients' case files, ensuring meticulous organization and accuracy. Maintain detailed and accurate records in the CRM system to track case progress, communication history, and documentation status.
• Perform regular audits of case files to ensure adherence to internal processes and regulatory requirements. Maintain compliance with established protocols and procedures to uphold the integrity of case resolution activities.
• Advocate for taxpayers by negotiating payment arrangements and hardship requests with state agencies, demonstrating empathy and professionalism. Analyze and prepare financial documents for submission to state agencies, ensuring compliance with regulatory standards.
• Collaborate with various departments to obtain missing information, tax returns, or documents necessary for case resolution. Keep team members informed of progress and collaborate effectively to facilitate seamless resolution processes.

WHAT YOU’LL NEED TO HAVE:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. 

• Active PTIN and CAF number with IRS are required. 
• CTEC Certification preferred. 
• 2 years of experience with a tax related CRM.
• Possess excellent computer (G Suite, Microsoft Office) skills.
• Time management – multi-tasker, able to manage large caseloads, prioritize cases and follow up with Tax Professionals, Sales, and Clients in a timely manner.
• Ability to remain focused and productive within a fast-paced environment while maintaining a strong work ethic.
• Strong communication skills, both written and verbal.
• Ability to learn quickly and adapt to changing processes.
• High school diploma or general education degree (GED); or two years related experience and/or equivalent combination of education and experience.

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. 

WHAT WE OFFER:

• Medical, Dental, Vision and other auxiliary benefits after 60 days
• 401(k) retirement
• Professional Development Program
• Catered meals every Friday
• Quarterly company outings 
• Fun, energetic and inclusive culture
• On-site gym 
• Access to game room 

PAY RANGE: $20.00 - $22.00 per hour

The above-range represents TaxRise’s current good-faith pay scale for this role. TaxRise reserves the right to modify or update this range at any time.
 

At TaxRise, we’re proud to be an equal opportunity employer. We realize the key to creating a company with world-class culture and employee experience comes from who we hire and creating a workplace that celebrates everyone. 

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 state or federal 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.