Compliance Specialist

WHO WE ARE

Optima Tax Relief is a tax resolution (tax representation) firm that helps people solve their IRS tax problems. We work to build relationships with our clients and the IRS alike so we can offer representation to taxpayers with a variety of tax complaints. Our potential clients are in need of a number of services, including but not limited to the following:

  • Help with IRS tax audits
  • Filing past-due tax returns
  • Removing an IRS levy or federal tax lien
  • Setting up tax payment plans
  • Removing wage garnishment
  • Filing an offer in compromise

Ranked #1 Financial Services Company by Inc. Magazine

Orange County Business Journal Best Places to Work from 2011-2015

Orange County Register Top Workplaces 2016

Optima Tax Relief is a tax resolution (tax representation) firm that helps people solve their IRS tax problems. We work to build relationships with our clients and the IRS alike so we can offer representation to taxpayers with a variety of tax complaints. Our potential clients are in need of a number of services, including but not limited to the following:

  • Help with IRS tax audits
  • Filing past-due tax returns
  • Removing an IRS levy or federal tax lien
  • Setting up tax payment plans
  • Removing wage garnishment
  • Filing an offer in compromise

Ranked #1 Financial Services Company by Inc. Magazine

Orange County Business Journal Best Places to Work

Orange County Register Top Workplaces

Please feel free to visit our website and meet our staff at www.optimataxrelief.com

Responsibilities:

  • Research and compile reports regarding past, current, and possible future tax situations based on information gathered from official documents that can be obtained from various Tax Authorities (Federal and State) Agents or from the client.
  • Communicate with IRS and other Tax Authorities to request and verify tax related information, such as compliance status and conduct a review of client's current balances, missing returns or ongoing issues such as audits, under reporting, and assigned revenue officers.
  • Handle legal, confidential IRS documents such as IRS Transcripts and Notices with the ability to navigate and understand pertinent details reflected on documents.
  • Manage and prioritize workload depending on the complexity and quantity
  • Interact with other departments to obtain any additional information (Payments, Tax Associates, Customer Service).
  • Participate in additional team projects related to ongoing training and adapt to any Company and/or IRS procedural changes to ensure that all obligations and regulations are complied with.

Requirements:

  • Knowledge of Individual, Business and Payroll Taxes, IRS Collection Process (preferred)
  • Able demonstrate attention to detail and multitask in a fast paced environment while having the ability to work independently with minimal supervision.
  • Able to perform essential functions and responsibilities within the workstation and with equipments provided
  • Proficient in Microsoft applications such as Word, Excel, Outlook.
  • High level of verbal and written skills
  • Able to work available shifts during company's general business hours of operation (8am-5pm).
  • Positive "Can Do" attitude!

Essential Functions:

As a member of the Compliance Specialist Department, you will be consistently communicating with the IRS and other Tax Authorities in order to obtain crucial tax information that will be used to compile a detailed overview of a client's past, current, and future tax situations. This will be a demanding position where exceptional time management, verbal, written, and analytical skills will be essential.

COMPENSATION/BENEFITS

  • $14/hourly
  • Monthly bonus based on productivity
  • Medical
  • Dental
  • Vision
  • 401K with Company Match
  • Paid Time Off (Vacation, Sick, Holiday)
  • Much More!

Equal Opportunity Employer, including disabled and veterans.


Meet Some of Optima Tax Relief's Employees

Alisha N.

Associate Director of Resolution-ACS

Alisha assists Optima Tax Relief case managers and tax professionals with day-to-day issues, ensuring they have every resource they need to help clients reach financial resolutions.

Michelle B.

Director of Sales

Michelle mentors and trains Optima Tax Relief’s sales agents from the first day they walk through the front door through their entire tenure at the organization.


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