Tax Resolution Specialist

2 weeks ago


Irvine, United States TaxRise Full time
About the Role

The Senior Tax Professional plays a pivotal role in analyzing financial records, identifying potential tax issues, and ensuring compliance with federal and state tax regulations.

This position requires a high level of expertise in tax law and auditing procedures. The successful candidate will conduct comprehensive reviews of client tax documentation, analyze tax returns and supporting documentation to identify potential audit triggers, prepare detailed audit reports, and collaborate with other tax professionals to achieve favorable outcomes for clients facing tax disputes or audits.

Key Responsibilities:

  • Conduct comprehensive reviews of client tax documentation, financial records, and IRS notices
  • Analyze tax returns and supporting documentation to identify potential audit triggers
  • Prepare detailed audit reports and work papers
  • Review and evaluate client financial statements and tax positions
  • Identify opportunities for penalty abatement and tax liability reduction
  • Develop defense strategies for client tax positions
  • Review and respond to IRS and state tax agency correspondence
  • Present findings and recommendations to clients
  • Maintain current knowledge of tax laws, regulations, and IRS procedures

Requirements:

  • Active PTIN and CAF number with IRS required
  • CPA/E.A license required
  • 2-3 years of experience in tax auditing, preferably with a background in tax resolution or public accounting
  • 2+ years of experience with a tax-related CRM
  • Possess excellent computer (G Suite, Microsoft Office) skills
  • Experience with IRS audits and examinations
  • Previous experience in taxpayer representation
  • Background in accounting, tax preparation, or tax consulting
  • Familiarity with IRS collections and appeals processes

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