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Tax Resolution Specialist
Clayton Services
🇺🇸 United States
On-site
3 months ago
$21 – $25 / hour
- CRM
3 months ago
Not enough detail in this posting to match
Job Type: Temp-to-Hire
Pay Rate:$21.00 - $25.00/hour plus commission and bonuses
Benefits:Excellent benefits are available upon successful completion of the temporary period.
Tax Resolution Specialist Responsibilities:
- Serve as the primary contact for clients regarding IRS notices, tax disputes, balances owed, audits, refund delays, and compliance issues
- Review and interpret IRS and state tax correspondence and determine appropriate next steps
- Educate clients on tax processes, timelines, and resolution strategies
- Gather supporting documentation and coordinate responses to IRS inquiries
- Prepare and organize case files, transcripts, and supporting documentation
- Track and manage cases from intake through resolution
- Monitor deadlines and follow up on pending client matters
- Communicate with tax preparers, accountants, and management regarding complex tax issues
- Assist with payment plans, installment agreements, Form 2848, and related documentation
- Maintain accurate notes within CRM and tax software systems
- Communicate with IRS and state tax agencies when authorized
- Ensure compliance with company policies and IRS data security requirements
- Provide support during peak tax seasons and assist with additional client service activities as needed
- Strong verbal and written communication skills
- Excellent customer service and conflict resolution abilities
- Ability to explain complex tax matters in simple, understandable terms
- Strong problem-solving and critical-thinking skills
- Exceptional organization and follow-through
- Ability to work independently and make sound decisions
- Strong attention to detail and deadline management
- Comfortable working in a fast-paced, occasionally chaotic environment
- Professional, confident, and highly personable
- Ability to adapt and contribute in a small business setting
- Associate's or Bachelor's degree in Accounting, Finance, Business Administration, or related field preferred
- Minimum three years of experience in tax resolution, tax preparation, IRS correspondence handling, or tax office operations
- Prior experience within a tax preparation firm, accounting practice, or tax resolution company strongly preferred
- Working knowledge of:
- IRS notices and collections procedures
- Tax transcripts and IRS account navigation
- Installment agreements and payment plans
- Identity theft and IP PIN procedures
- Individual and business taxation concepts
- Experience with Drake software or similar tax preparation systems preferred
Tax Resolution Specialist · Clayton Services