Offer Analyst I

Reposted 11 Days Ago
Easy Apply
Be an Early Applicant
Irvine, CA, USA
In-Office
22-22 Hourly
Entry level
Analytics • Financial Services
REAL solutions for REAL people
The Role
As an Offer Analyst, you'll review financial documents, estimate asset values, and prepare strategy letters to assist clients with tax resolutions in a fast-paced environment.
Summary Generated by Built In

Are you detail-oriented, analytical, and passionate about helping people resolve their tax challenges? Join Tax Processing Solutions, a forward-thinking tax resolution firm dedicated to delivering the best possible outcomes for clients facing IRS tax debt. We're revolutionizing the industry by resolving cases quickly, saving clients money, and providing expert tax relief through programs like the IRS Offer in Compromise.

As an Offer Analyst, you'll play a key role in the front lines of tax relief, carefully reviewing financial documents to build strong, accurate cases that give clients a fresh start. This entry-level position is perfect for someone eager to grow in a fast-paced, supportive environment where your work directly impacts people's financial futures.

Key Responsibilities
  • Conduct thorough reviews of client financial documents, including pay stubs, Profit & Loss statements (for self-employed/business owners), and prior-year tax returns to verify income, assess financial health, and identify any discrepancies or red flags.
  • Research and accurately estimate the Fair Market Value of client assets using current market data, industry standards, and reliable professional resources.
  • Prepare clear, comprehensive Resolution Strategy Letters (RSLs) for review by senior analysts, highlighting key issues, potential escalations, and recommendations aligned with the client's best resolution path.
  • Maintain high productivity by advancing cases promptly, meeting personal and team goals, and preventing delays in the resolution process.
  • Stay proactive: Take immediate action on new documentation or case updates, adhere to deadlines, and continuously seek feedback to improve performance.
  • Collaborate closely with other departments to ensure seamless operations, open communication, and a unified focus on efficient client resolutions.
  • Participate in ongoing training to build foundational skills in resolution review, financial file setup, and advance toward Offer Analyst 2 & 3 promotions.
  • Perform additional related duties as assigned.
Qualifications & Requirements
  • Education: High School Diploma or equivalent (required).
  • Experience: Entry-level role—previous data entry experience is a plus, but no prior tax resolution experience is necessary—we provide thorough training!
  • Skills & Competencies:
    • Excellent written and verbal communication skills.
    • Strong analytical mindset with superior attention to detail.
    • Outstanding time management and ability to thrive in a fast-paced environment.
    • Positive attitude, eagerness to learn, and commitment to continuous improvement.
    • Always prioritize the client's best interests.
    • Strong focus on building and maintaining positive relationships across teams.
  • Physical/Environmental:
    • Ability to sit or stand for extended periods, lift/carry up to 20 lbs, bend/stoop to access files, and operate standard office equipment (including PC).
    • Sufficient vision for reading documents and screens.
    • Compliance with company dress code and professional appearance standards.
Why Join Tax Processing Solutions?
  • Be part of a mission-driven team that's passionate about tax relief and client success.
  • Gain valuable hands-on experience in IRS Offer in Compromise and tax resolution processes with clear paths for promotion.
  • Work in a collaborative, supportive culture that values growth, feedback, and work-life balance.
  • Make a real difference—help clients overcome tax burdens and achieve financial freedom.

Compensation: $22/hour + Commission**

Schedule: Full Time, Monday - Friday, 8am-5pm, Overtime as needed 

Location: Onsite- Irvine, CA


**This position is eligible for commissions after successful completion of the initial 60-day full-time employment period. The average commission earnings for representatives currently in this role is approximately $750 per month, based on historical performance data. Commissions are entirely performance-based and not guaranteed. Actual earnings vary significantly depending on individual effort, volume, and other variables. No minimum commission amount is promised or assured, and past performance (including averages from current reps) does not predict or guarantee future results for any individual.

This is provided as a good-faith illustrative estimate only and complies with applicable California pay transparency requirements.



We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. is an Equal Opportunity Employer. We value diversity and encourage all qualified individuals to apply.

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Irvine, CA
293 Employees
Year Founded: 2017

What We Do

We help people with tax debt, wage garnishments, bank levies, audits and much more. Call us today for Tax Relief

Similar Jobs

Mechanize Inc. Logo Mechanize Inc.

Junior Software Engineer

Artificial Intelligence • Information Technology • Software
In-Office
San Francisco, CA, USA
5 Employees
300K-300K Annually

Fractal Labs Logo Fractal Labs

Full-stack Engineer

Artificial Intelligence • Gaming
In-Office or Remote
4 Locations
4 Employees
200K-300K Annually

Compa Logo Compa

Software Engineer

Artificial Intelligence • HR Tech • Other • Software • Business Intelligence
In-Office or Remote
Irvine, CA, USA
70 Employees
120K-175K Annually

Compa Logo Compa

Enterprise Account Executive

Artificial Intelligence • HR Tech • Other • Software • Business Intelligence
In-Office
2 Locations
70 Employees
100K-125K Annually

Similar Companies Hiring

Granted Thumbnail
Mobile • Insurance • Healthtech • Financial Services • Artificial Intelligence
New York, New York
23 Employees
Scotch Thumbnail
Artificial Intelligence • eCommerce • Fintech • Payments • Retail • Software • Analytics
US
35 Employees
Milestone Systems Thumbnail
Software • Security • Other • Big Data Analytics • Artificial Intelligence • Analytics
Lake Oswego, OR
1500 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account