Small Business Advocate

3 weeks ago

Phoenix, United States StenTam Full time

As a Small Business Advocate, you will play a crucial role in assisting taxpayers who have filed for the Employee Retention Tax Credit (ERTC) and are experiencing prolonged delays in receiving payments from the IRS.


Your primary responsibility will be to advocate on behalf of these clients by reaching out to the Taxpayer Advocate, coordinating communications with congressional representatives and senators' offices, and preparing necessary documentation to expedite the processing of their claims.


Key Responsibilities:

  • Serve as the primary point of contact for clients awaiting ERTC payments from the IRS.
  • Initiate contact with the Taxpayer Advocate on behalf of clients to escalate unresolved issues and expedite claim processing.
  • Prepare and maintain professional communication channels with congressional representatives, senators' offices, and IRS officials to apply pressure for prompt resolution of ERTC claims.
  • Draft letters, emails, and other forms of correspondence to articulate clients' concerns and advocate for timely payments.

Documentation and Form Preparation:

  • Assist clients in completing IRS Form 911 (Request for Taxpayer Advocate Service) accurately and comprehensively.
  • Collect and organize all relevant documents and information pertaining to the ERTC claim from clients to support advocacy efforts.
  • Ensure the timely submission of all required forms and supporting documentation to relevant parties, including the IRS and congressional offices.

Client Support:

  • Provide empathetic and responsive support to clients throughout the advocacy process, addressing inquiries and concerns promptly.
  • Keep clients informed of the progress of their cases and any developments related to their ERTC claims.
  • Offer guidance and assistance to clients in navigating IRS procedures and requirements related to the ERTC.

Phone Communication:

  • Handle a high volume of inbound and outbound phone calls from clients, congressional offices, and IRS representatives.
  • Effectively communicate clients' issues, concerns, and requests during phone interactions, maintaining professionalism and diplomacy at all times.
  • Document phone conversations accurately and comprehensively for reference and follow-up purposes.


Qualifications:

  • Bachelor's degree in accounting, finance, business administration, or a related field preferred.
  • Previous experience in tax advocacy, IRS representation, or similar roles highly desirable.
  • Strong understanding of IRS processes and procedures related to tax credits, particularly the Employee Retention Tax Credit.
  • Excellent written and verbal communication skills, with the ability to articulate complex issues clearly and persuasively.
  • Exceptional organizational skills and attention to detail, with the ability to manage multiple tasks and priorities simultaneously.
  • Demonstrated ability to work effectively under pressure and meet tight deadlines in a fast-paced environment.
  • Empathetic and client-focused approach to problem-solving, with a commitment to providing outstanding customer service.
  • Proficiency in Microsoft Office suite and experience with tax preparation software preferred.
  • Knowledge of legislative processes and government relations considered a plus.
  • Flexibility in working hours may be necessary to accommodate client needs and deadlines.

  • Small Business Advocate

    1 month ago

    Phoenix, United States Maricopa County Full time

    Posting Date 04/26/24 Application Deadline 05/10/24 Pay Range $52,000 - $89,500 annually Job Type Unclassified Department Procurement Services About the Position As the Small Business Advocate, you will provide outreach, assistance, and training to County staff and to the small business community in support of the Small & Local Business Advocacy...

  • Small Business Advocate

    3 weeks ago

    Phoenix, United States StenTam Full time

    As a Small Business Advocate, you will play a crucial role in assisting taxpayers who have filed for the Employee Retention Tax Credit (ERTC) and are experiencing prolonged delays in receiving payments from the IRS.Your primary responsibility will be to advocate on behalf of these clients by reaching out to the Taxpayer Advocate, coordinating communications...

  • Small Business Advocate

    7 hours ago

    Phoenix, United States StenTam Full time

    As a Small Business Advocate, you will play a crucial role in assisting taxpayers who have filed for the Employee Retention Tax Credit (ERTC) and are experiencing prolonged delays in receiving payments from the IRS.Your primary responsibility will be to advocate on behalf of these clients by reaching out to the Taxpayer Advocate, coordinating communications...

  • Small Business Banker

    1 month ago

    Phoenix, United States Western Alliance Bank Full time

    Job Title: Small Business Banker **Location**: CityScape What you'll do: What we are looking for: - Be the primary point of contact for a portfolio of small business clients within a defined geographic coverage area - Routinely contact, primarily via telephone, existing, prospective, or newly assigned clients, and develop relationships and new business...

  • Small Business Development Manager

    4 days ago

    Phoenix, United States Local First Arizona Full time

    **POSITION PURPOSE** To assist with the coordination for the delivery of goals associated with technical assistance support to small businesses in Arizona, enabling small businesses to improve their business processes, attract more customers, and ultimately grow their businesses. **DUTIES & RESPONSIBILITIES** Assist with organizing educational resources...

  • Small Business Support Coordinator

    1 week ago

    Phoenix, United States Local First Arizona Full time

    **Position Title**:Small Business Support Coordinator **Reports To**: We Rise Sr. Manager **Location**: hybrid **Overview** The We Rise Black Business Accelerator program is an initiative created by Local First Arizona, a statewide nonprofit, to support start-up and existing Black-owned businesses and entrepreneurs based in Arizona. The program operates...

  • Associate Underwriter, Chubb Small Business

    4 weeks ago

    Phoenix, United States Chubb Full time

    Job DescriptionMajor Duties & Responsibilities: Evaluates, accepts, rejects, or modifies risks within established underwriting guidelines and authority. Complies with company policies, procedures & rating plans when evaluating and managing risk. Ability to sell and negotiate to achieve bottom line profitability for the Company. Provides primary...

  • Sales Executive, Small-Market

    4 days ago

    Phoenix, United States Lifeworks Services Full time

    TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is...

  • Licensed Insurance Agent Producer

    1 week ago

    Phoenix, United States Advocate Health Full time

    Advocate Health LLC. is looking for money motivated LICENSED agents to help members in the nation's fastest growing senior segment with Medicare products! Make your own hours! Reach your income goals and build your book of business!Exciting incentive structure with commission and residuals. We Contract you with major local carriers like United Healtchcare,...

  • Sales Executive, Small-Market

    5 days ago

    Phoenix, United States Lifeworks Services Full time

    TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is...

  • Sales Executive, Small-Market

    5 days ago

    Phoenix, United States Lifeworks Services Full time

    TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is...

  • Associate Client Advocate

    5 days ago

    Phoenix, United States WTW inc. Full time

    The Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, or CA on Large or Complex accounts or for leading the client relationship and strategy development and execution on Middle Market house accounts. The...

  • Office Support and Learning

    3 days ago

    Phoenix, United States Small Giants Full time

    Job DescriptionJob DescriptionSalary: WHO WE ARE Small Giants is a full-service, A/E/C & CRE marketing and business development agency in Phoenix and Denver. As a result of integrating with hundreds of premier design, construction, and commercial real estate companies, our disciplined team members are truly the experts when it comes to crafting specialized...

  • Associate Client Advocate

    4 days ago

    Phoenix, United States WTW Full time

    The Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, or CA on Large or Complex accounts or for leading the client relationship and strategy development and execution on Middle Market house accounts. The...

  • Project Operations Assistant

    4 weeks ago

    Phoenix, United States Small Giants Full time

    Job DescriptionJob DescriptionSalary: WHO WE ARESmall Giants is a full-service, A/E/C & CRE marketing and business development agency in Phoenix and Denver. As a result of integrating with hundreds of premier design, construction, and commercial real estate companies, our disciplined team members are truly the experts when it comes to crafting specialized...

  • Sr. Photographer

    1 month ago

    Phoenix, United States Small Giants Full time

    Job DescriptionJob DescriptionSalary: WHO WE ARESmall Giants is a full-service, A/E/C & CRE marketing and business development agency in Phoenix and Denver. As a result of integrating with hundreds of premier design, construction, and commercial real estate companies, our disciplined team members are truly the experts when it comes to crafting specialized...

  • Guest Advocate

    4 days ago

    Phoenix, Arizona, United States Target Full time

    Starting Hourly Rate / Salario por Hora Inicial: $16.25 USD per hourALL ABOUT TARGETAs a Fortune 50 company with more than 400,000 team members worldwide, Target is an iconic brand and one of America's leading retailers.Working at Target means the opportunity to help all families discover the joy of everyday life. Caring for our communities is woven into who...

  • Small Press Operator

    4 days ago

    Phoenix, United States Prisma Graphic Full time

    Job DetailsLevelExperiencedJob LocationPrisma Phoenix - Phoenix, AZPosition TypeFull TimeEducation LevelHigh SchoolSalary Range$19.00 - $23.00 HourlyJob ShiftDay ShiftDescriptionWorking at Prisma, you will notice that...We are in search of bright people, willing to roll up their sleeves, take on new assignments and who are capable of multitasking.In return...

  • Small Business Banker

    1 month ago

    Phoenix, United States The Bank of America Corporation Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Business, Banker, Customer Experience, Solutions Advisor, Financial, Outside Sales

  • Small Press Operator

    5 days ago

    Phoenix, United States Prisma Graphic Full time

    Job DetailsLevel Experienced Job Location Prisma Phoenix - Phoenix, AZ Position Type Full Time Education Level High School Salary Range $19.00 - $23.00 Hourly Job Shift Day Shift DescriptionWorking at Prisma, you will notice that... We are in search of bright people, willing to roll up their sleeves, take on new assignments and who are capable of...