Investigation Team Lead

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