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FreshTax

13 Freshtax Jobs Hiring Near You

FreshTax

Tax Investigation Specialist

Santa Ana, CA · On-site

$17 - $24/hr

About FreshTax: FreshTax is a rapidly growing tax resolution company helping individuals and families resolve IRS and state tax issues. Our team works together in a fast-paced, collaborative ...

FreshTax

Customer Service Representative

Santa Ana, CA · On-site

$17 - $24/hr

At FreshTax, we help people move forward from IRS tax problems and regain peace of mind. Our team works directly with individuals and families who need guidance, support, and clear solutions. We are ...

FreshTax

Inside Sales Representative

Santa Ana, CA · On-site

$17 - $24/hr

FreshTax is hiring an Inside Sales Representative to join our fast-growing team! You'll speak with individuals who have already requested help with tax relief--no cold calling required. Your job is ...

FreshTax

Senior Case Manager

Santa Ana, CA · On-site

$20 - $30/hr

FreshTax is growing rapidly and we are looking for experienced Senior Case Managers to join our expanding team. In this role, you will manage active client files and serve as the primary point of ...

FreshTax

Tax Preparer

Santa Ana, CA · On-site

$60K - $150K/yr

About FreshTax: FreshTax is a rapidly growing tax resolution firm helping individuals resolve IRS and state tax issues. Our team works with clients facing complex tax situations and provides ...

FreshTax

Settlement Officer

Santa Ana, CA · On-site

$75K - $200K/yr

FreshTax is expanding quickly and looking for a motivated Settlement Officer to join our dynamic, high-performing team. You'll connect with individuals who have already asked for help resolving their ...

FreshTax

Settlement Officer

Santa Ana, CA · On-site

$75K - $300K/yr

FreshTax is expanding quickly and looking for a motivated Settlement Officer to join our dynamic, high-performing team. You'll connect with individuals who have already asked for help resolving their ...

FreshTax

Call Center Sales Representative

Santa Ana, CA · On-site

$17 - $24/hr

FreshTax is growing, and we're hiring Client Intake Specialists to be the first point of contact for individuals seeking help with IRS tax debt. Every lead you speak with has already reached out to ...

FreshTax

Customer Service Representative

Santa Ana, CA · On-site

$17 - $23/hr

At FreshTax, we help people move forward from IRS tax problems and regain peace of mind. Our team works directly with individuals and families who need guidance, support, and clear solutions. We are ...

FreshTax

Enrolled Agent/Tax Attorney

Santa Ana, CA · On-site

$100K - $200K/yr

FreshTax is a rapidly growing tax resolution firm helping individuals resolve IRS and state tax issues. Our team works with clients facing serious tax challenges and guides them toward practical ...

FreshTax

Junior Case Manager

Santa Ana, CA · On-site

$18 - $25/hr

FreshTax is expanding rapidly and we are hiring Junior Case Managers to support our growing Case Management department. In this role, you will assist Senior Case Managers by organizing client files ...

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Infographic showing various job openings at Freshtax in the United States as of June 2026, with employment types broken down into 80% Full Time, and 20% Contract. Highlights an 100% Physical job distribution.

Tax Investigation Specialist

FreshTax

Santa Ana, CA • On-site

$17 - $24/hr

Full-time

Retirement

Posted 17 days ago

Job description

About FreshTax: 
FreshTax is a rapidly growing tax resolution company helping individuals and families resolve IRS and state tax issues.
Our team works together in a fast-paced, collaborative environment focused on delivering strong client support and real results.
About the Role
As a Tax Investigation Specialist, you will assist in the early stages of the tax resolution process by gathering critical IRS records, submitting required forms, and preparing client files for Case Managers and tax professionals.
You will communicate with the IRS and state agencies, maintain accurate case documentation, and ensure files are properly prepared so cases can move forward efficiently.
This is a 100% in-office role at our Santa Ana, CA headquarters.

What You'll Do:
IRS Case Preparation:
  • Submit Power of Attorney (POA) forms to the IRS
  • Request and retrieve IRS transcripts for active cases
  • Upload and organize tax records within the CRM system
Agency Communication:
  • Contact IRS and state agencies to obtain case information
  • Monitor transcript updates and case status
File Management:
  • Maintain detailed notes and updates in the CRM
  • Ensure all case documentation is accurate and organized
  • Prepare files for Case Managers and tax professionals
Team Support:
  • Work closely with Case Managers and other departments
  • Assist with additional tasks that support case progression
What You'll Need:
  • Active CTEC Certification
  • Active PTIN and CAF Number
  • Minimum 2 years of experience with CRM systems or tax software
  • Strong attention to detail and organizational skills
  • Excellent written and verbal communication
  • Ability to multitask in a fast-paced environment
  • High school diploma or equivalent
  • College coursework in accounting or business is a plus
What We Offer:
  • 401(k) retirement plan
  • Paid sick time and company holidays
  • Catered lunches every Friday
  • Quarterly team outings and events
  • Wellness days
  • Supportive team environment with opportunities for growth
Why Join FreshTax?
At FreshTax, we believe in creating a workplace where employees can grow while helping clients resolve challenging tax situations.
If you’re looking for a role where your work directly contributes to helping people move forward financially, we’d love to meet you.
Equal Opportunity Employer;
FreshTax is an equal opportunity employer committed to maintaining an inclusive workplace for all employees.