Investigation Support Representative

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 Support Rep, you will:

  • Call and schedule phone appointments
  • Process multiple Levies through phone and fax
  • Call, follow up and verify Levy Releases with Clients' Employers and Financial Institutions
  • Manage and Prioritize Cases depending on the urgency
  • Call the IRS and other Tax Agencies to request and verify information such as transcripts
  • Upload transcripts and other documents to the appropriate location

REQUIREMENTS

  • 1-2 years of Customer Service or Call Center Experience
  • 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
  • Different shifts available between 7am-6pm M-F

COMPENSATION/BENEFITS

  • $13/hr
  • Monthly Performance Bonus
  • 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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