Job Openings

Below is the list of current job openings at TaxAudit.


Sacramento County - Folsom, CA
At TaxAudit we exist to help people! We are the leader of income tax audit representation and have enjoyed helping people for 30 years. Our team is committed to a culture where we care for people, have a positive attitude, are dedicated to the team and love where we work.

If you share these characteristics and values, we have an opportunity for you.
 
We are looking for a proactive, full-time Audit Department Assistant. The Audit Department Assistant will provide exceptional administrative and tax audit support to Tax Professionals and other functional areas of the Audit Department. You will be an integral part of helping TaxAudit fulfill our mission of providing the best income tax audit representation while minimizing the stress involved.

 
Key Objectives and Results:
  • Work collaboratively with team members to provide exceptional administrative support to the Audit Department, ensuring that all work is aimed at providing the best audit defense and membership experience.
  • Consistently demonstrate the Core Values of TaxAudit: caring for people, positive attitude, and dedication to the team. 
  • Organize case files and documents accurately and securely.
  • Use exceptional time management to ensure that the team provides high value at a low cost to our members. 
 
Essential Functions and Skills:
  • Recreates filed Federal and State income tax returns
  • Creates proforma income tax returns
  • Prepares bank deposit analyses
  • Prepares Federal and State POAs
  • Ability to meet deadlines and to effectively prioritize and manage duties
  • Ability to focus on detail and accuracy
  • Excellent and effective communication skills making sure understanding is achieved
  • Competent in Word and Excel programs
  • Customer Service Oriented
  • Ability to work independently and as a team member
 
Qualifications:
  • Prior income tax preparation experience preferred
  • CTEC Required
 
Physical Requirements:
These physical requirements are not exhaustive, and additional job related physical requirements may be added on an as needed basis. Corrective devices may be used to meet physical requirements.
 
  • Vision: Requirements of this job include close vision.
  • Speaking/Hearing: Ability to give and receive information through speaking and listening.
  • Dexterity and ability to operate a computer keyboard, mouse, and other devices and objects for significant portions of the workday.
Sacramento County - Folsom, CA
Job Summary:
 

As a Customer Service Representative, you are the voice of our company, the first point of contact, the first opportunity to wow our members and provide exceptional support to them, and to our audit teams and other departments. You will be an integral part of helping TaxAudit fulfill our mission of providing the best income tax audit representation and the best taxpayer education available while minimizing the stress involved. Our company is committed to a culture where we care for people, have a positive attitude, and are dedicated to the team. If you share these characteristics and values and want to make a difference every day, we are looking for you. This is a seasonal position with the possibility of regular full-time employment. 

Essential Functions: 

 

  • Thoroughly explain and sell TaxAudit products 

  • Understand and follow the department and company processes and procedures 

  • Resolve basic customer concerns 

  • Transfer calls to the appropriate party 

  • Assist members and teammates 

  • Perform detailed database updates and order entry 

  • Identify trends and report them to Leads 

 

Job Qualifications: 

 

Requires excellent written and verbal communication skills, and the ability to understand and follow complex processes using computer applications, MS Office products, internet navigation, and data entry. The ability to prioritize and manage multiple tasks and work in a fast-paced environment is a must.  Full-time experience in administrative skills such as data entry, filing, copying, telecommunications and customer service experience working in a call queue environment is preferred. 

 

Physical Requirements: 

 

These physical requirements are not exhaustive, and additional job related physical requirements may be added on an as needed basis. Corrective devices may be used to meet physical requirements. 

 

  • Vision: Requirements of this job include close vision 

  • Speaking/Hearing: Ability to give and receive information through speaking and listening 

  • Dexterity and ability to operate a computer keyboard, mouse, and other devices and objects for significant portions of the workday 

  • Overtime may be required 

Position is a full time in the office position located in Folsom California. Due to pandemic restrictions TaxAudit is currently working from home. Until the company returns to the office you must meet the requirements below to work from home. 

WORK FROM HOME HARDWARE AND SOFTWARE REQUIREMENTS: 

  • Personal Computer  

  • Internet Access  

  • Dedicated Workspace  

Sacramento County - Folsom, CA
At TaxAudit we exist because, we help people! We are the leader of income tax audit representation and have enjoyed helping people for 30 years. We offer extraordinary benefits and our company is committed to a culture where we care for people, have a positive attitude, and are dedicated to the team. If you share these characteristics and values and want to make a difference, we have a new opportunity for you.
 
We are looking for full-time, highly motivated Income Tax Audit Representatives who will provide excellent tax advice and expertise to our members while working alongside some of the most knowledgeable tax experts in the field in a team oriented supportive environment.  

The primary benefit our members receive is Audit Representation for any income tax audit commenced during their period of membership. This includes handling all aspects of communication, from the receipt of the audit notice through the appeals hearing following the submission of a U.S. Tax Court Petition. Our intention is to provide our members with the highest level of representation available, and our goal is that they should never have to meet with the IRS or state tax agency. 
 
Key Results and Outcomes
 
  • Provide members with the finest income tax audit representation and the best taxpayer education available while minimizing the stress involved in dealing with the IRS or any tax authority
Essential Functions 
 
  • Manage federal and state tax audit defense case load, which includes: 
  • Working with the taxpayer to assist in gathering documents and information 
  • Organizing documents and preparing response packages for submission to IRS and state taxing authorities 
  • Drafting correspondence 
  • Discussing cases and tax law with IRS and state agents 
 
  • Provide support work on team members’ audit cases 
 
Experience and Skills 
 
  • ​Minimum 3 – 6 years of tax experience
  • Must retain active credentials for:  EA, CPA, or Attorney  
  • Extensive knowledge of tax laws 
  • A resourceful style with good instincts about when to work independently and when to  leverage support
  • Ability to communicate clearly in the explanation of tax-related issues 
  • Customer Service oriented with impeccable professionalism 
  • Excellent written and verbal skills 

 
Minimum Physical Requirements 
 
These physical requirements are not exhaustive, and additional job related physical requirements may be added on an as needed basis. Corrective devices may be used to meet physical requirements.

  • Vision: Requirements of this job include close vision
  • Speaking/Hearing: Ability to give and receive information through speaking and listening
  • Dexterity and ability to operate a computer keyboard, mouse, and other devices and objects for significant portions of the workday
Orange County - Santa Ana, CA
At TaxAudit we exist because, we help people! We are the leader of income tax audit representation and have enjoyed helping people for 30 years. We offer extraordinary benefits and our company is committed to a culture where we care for people, have a positive attitude, and are dedicated to the team. If you share these characteristics and values and want to make a difference, we have a new opportunity for you. 

We are looking for full-time, highly motivated Income Tax Audit Representatives who will provide excellent tax advice and expertise to our members while working alongside some of the most knowledgeable tax experts in the field in a team oriented supportive environment.  

The primary benefit our members receive is Audit Representation for any income tax audit commenced during their period of membership. This includes handling all aspects of communication, from the receipt of the audit notice through the appeals hearing following the submission of a U.S. Tax Court Petition. Our intention is to provide our members with the highest level of representation available, and our goal is that they should never have to meet with the IRS or state tax agency. 
 
Key Results and Outcomes
 
  • Provide members with the finest income tax audit representation and the best taxpayer education available while minimizing the stress involved in dealing with the IRS or any tax authority
Essential Functions 
 
  • Manage federal and state tax audit defense case load, which includes: 
  • Working with the taxpayer to assist in gathering documents and information 
  • Organizing documents and preparing response packages for submission to IRS and state taxing authorities 
  • Drafting correspondence 
  • Discussing cases and tax law with IRS and state agents 
 
  • Provide support work on team members’ audit cases 
 
Experience and Skills 
 
  • ​Minimum 3 – 6 years of tax experience
  • Must retain active credentials for:  EA, CPA, or Attorney  
  • Extensive knowledge of tax laws 
  • A resourceful style with good instincts about when to work independently and when to leverage support
  • Ability to communicate clearly in the explanation of tax-related issues 
  • Customer Service oriented with impeccable professionalism 
  • Excellent written and verbal skills 
 

Minimum Physical Requirements 
 
These physical requirements are not exhaustive, and additional job related physical requirements may be added on an as needed basis. Corrective devices may be used to meet physical requirements.

  • Vision: Requirements of this job include close vision
  • Speaking/Hearing: Ability to give and receive information through speaking and listening
  • Dexterity and ability to operate a computer keyboard, mouse, and other devices and objects for significant portions of the workday
Ventura County - Thousand Oaks, CA
At TaxAudit we exist because, we help people! We are the leader of income tax audit representation and have enjoyed helping people for 30 years. We offer extraordinary benefits and our company is committed to a culture where we care for people, have a positive attitude, and are dedicated to the team. If you share these characteristics and values and want to make a difference, we have a new opportunity for you. 

We are looking for full-time, highly motivated Income Tax Audit Representatives who will provide excellent tax advice and expertise to our members while working alongside some of the most knowledgeable tax experts in the field in a team oriented supportive environment.  

The primary benefit our members receive is Audit Representation for any income tax audit commenced during their period of membership. This includes handling all aspects of communication, from the receipt of the audit notice through the appeals hearing following the submission of a U.S. Tax Court Petition. Our intention is to provide our members with the highest level of representation available, and our goal is that they should never have to meet with the IRS or state tax agency. 
 
Key Results and Outcomes
 
  • Provide members with the finest income tax audit representation and the best taxpayer education available while minimizing the stress involved in dealing with the IRS or any tax authority
Essential Functions 
 
  • Manage federal and state tax audit defense case load, which includes: 
  • Working with the taxpayer to assist in gathering documents and information 
  • Organizing documents and preparing response packages for submission to IRS and state taxing authorities 
  • Drafting correspondence 
  • Discussing cases and tax law with IRS and state agents 
 
  • Provide support work on team members’ audit cases 
 
Experience and Skills 
 
  • ​Minimum 3 – 6 years of tax experience
  • Must retain active credentials for:  EA, CPA, or Attorney  
  • Extensive knowledge of tax laws 
  • A resourceful style with good instincts about when to work independently and when to leverage support
  • Ability to communicate clearly in the explanation of tax-related issues 
  • Customer Service oriented with impeccable professionalism 
  • Excellent written and verbal skills 
 

Minimum Physical Requirements 
 
These physical requirements are not exhaustive, and additional job related physical requirements may be added on an as needed basis. Corrective devices may be used to meet physical requirements.

  • Vision: Requirements of this job include close vision
  • Speaking/Hearing: Ability to give and receive information through speaking and listening
  • Dexterity and ability to operate a computer keyboard, mouse, and other devices and objects for significant portions of the workday
At TaxAudit, we exist because we help people! We are the national leader of income tax audit representation; a strong, forward thinking company with 30 years of continued success and growth. Our intention is to provide our members with the highest level of audit representation available, and our goal is that they should never have to meet with the IRS or state tax agency. We are looking for a remote Outside Representative who is passionate about helping others and shares our values of caring for people, having a positive attitude and being dedicated to the team.
 
As an Outside Representative you will be responsible for handling any audit assigned by our Audit Division, from assignment to resolution or reassignment internally. We will review each audit notice and tax return prior to assignment and will discuss any issues that may be relevant to the representation when the audit is assigned to you. If any out of town travel is required, we will reimburse preapproved expenses. If additional research is required, we will provide that research in addition to assisting you with any questions or concerns that occur throughout the course of the audit. Representation does not include preparing books and records, or preparing and amending tax returns.

Key Objectives and Results:
  • You will provide a positive member experience, minimizing the stress involved in dealing with tax authorities
  • Members will experience your patience, professionalism, integrity, and sincerity as an advocate on their behalf
  • You will be an ambassador for our company and be engaged and aligned with TaxAudit’s core values
  • TaxAudit and partner standards will be maintained and exceeded
  • You will maintain a cooperative and interactive relationship with your internal TaxAudit team
Essential Functions:
Manage federal and state tax audit defense case load, which includes:
  • Working with the taxpayer to assist in gathering documents and information
  • Utilize any electronic case management or case tracking system used by TaxAudit
  • Follow all procedures and utilize all resources TaxAudit shall establish or provide for the transmission, communication and protection of Confidential Member Information
  • Organizing documents and preparing response packages for submission to IRS and state taxing authorities
  • Drafting correspondence and discussing cases and tax law with IRS and state agents
 Qualifications:
  • EA, CPA or Attorney
  • 3-6 years of experience representing taxpayers before the IRS and local tax agencies
  • Competence in tax law knowledge
  • Working knowledge of how the IRS is organized and how audit and appeals issues are handled
  • Ability to work independently
  • Ability to communicate clearly in the explanation of tax related issues
  • Intermediate to Strong Computer Skills
Physical Requirements:
  • Vision: Requirements of this job include close vision
  • Speaking/Hearing: Ability to give and receive information through speaking and listening
  • Dexterity and ability to operate a computer keyboard, mouse, and other devices and objects for significant portions of the workday
  • Some travel may be required