Investigation Team Lead at Milestone Tax Solutions

Phoenix, Arizona, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Aug, 26

Salary

28.0

Posted On

07 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Leadership, Team Development, Attention To Detail, Ethical Judgment, Decision-making, Time Management, Organization, Collaboration, Communication, Analytical Thinking, Problem-solving, Case Management

Industry

Financial Services

Description

Description Milestone Tax Solutions is growing! We’ve expanded into the Phoenix-Tempe market and continue to provide trusted tax resolution services to clients nationwide; we’re looking for experienced tax resolution professionals to join our team and help us redefine what the tax resolution industry can be. At Milestone Tax Solutions, we’re more than just a tax firm – we're a movement. Our clients choose us because we’re dedicated to transforming lives. Our culture is built on hard work, continuous training, and a commitment to creating an environment where you can grow, succeed, and make a real impact. Job Summary: The Investigations Team Lead is responsible for overseeing the daily operations of the investigations team, ensuring thorough, timely, and compliant handling of cases. This role combines hands-on investigative work with leadership duties, including supervising staff, improving processes, and maintaining high standards of accuracy and integrity. Duties and Responsibilities · Lead, mentor, and support a team of investigators, including training and performance management Oversee case assignments and ensure timely and accurate completion of investigations Conduct complex or high-priority investigations as needed Review investigative reports for quality, consistency, and compliance Develop and implement investigation procedures and best practices Ensure adherence to legal, regulatory, and organizational guidelines Collaborate with internal departments and external partners as needed Track and analyze investigation metrics to improve team performance Handle escalated issues and provide resolution guidance Assist in audits, reporting, and risk mitigation efforts Education and Experience High School Diploma or equivalent education required 3–5+ years of investigative experience, with at least 1–2 years in a leadership Strong analytical, critical thinking, and problem-solving skills Excellent written and verbal communication skills Knowledge of investigative techniques, compliance standards, and documentation practices Ability to manage multiple cases and deadlines effectively Experience with case management or investigation software preferred Skills and Abilities Leadership and team development Attention to detail and accuracy Ethical judgment and integrity Decision-making and accountability Time management and organization Collaboration and communication Compensation and Benefits $28 an hour Comprehensive health, dental, and vision insurance included Paid time off and holidays Professional development opportunities Retirement plan options

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Responsibilities

Oversee daily operations of the investigations team to ensure compliant and timely case handling. Lead and mentor staff while conducting complex investigations and improving team performance metrics.