About this role
Tax Investigation Specialist at American Tax Defense. Location: Santa Ana, California, United States. Role: initiating calls, requesting documentation, managing cases Requirements: Active IRS PTIN and CAF authorization; 1–2 years using a tax-related CRM; strong Google Workspace and Microsoft Office skills; excellent communication, organization, and multitasking. Category: Finance and Accounting Seniority: Entry Level Tools: Google Workspace (G Suite), Microsoft Office, CRM Certifications: ptin, caf authorization, ctec Commitment: Full Time Workplace: Onsite Languages: English