Investigation POA Team Associate

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

JOB RESPONSIBILITIES

As a Full Time Investigation Power of Attorney (POA) Team Associate:

  • Prioritize case load and work assignment
  • Obtain source documents when necessary
  • Make Corrections on POA, or create a new POA
  • Send updated/new POA to client and ask them to sign
  • Upload corrected POA to client file, and send to appropriate department

REQUIREMENTS

  • Able to Multi-task and Work in a fast paced environment
  • Proficient in Microsoft applications, especially Word, Excel
  • Team player
  • Ability to work independently with minimal supervision and attention to detail
  • Shift between 8am-5pm, M-F

COMPENSATION/BENEFITS

  • $14/hr
  • Medical
  • Dental
  • Vision
  • 401K
  • Life & Supplemental Insurance
  • Paid Time Off (Vacation, Sick, Holidays)
  • Potential to grow within the company

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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