Senior Tax Advocate

The University Corporation is a non-profit auxiliary corporation providing commercial and administrative services to California State University, Northridge. Our mission is to provide services and solutions that address the needs of California State University, Northridge; to support the academic, research, and creative endeavors of its students, faculty, and staff; and to enhance the quality of campus life.

We are seeking a highly motivated and self-starter individual to assist in offering free tax representation to low-income members of the community facing disputes and controversies with the Internal Revenue Service or state tax agency. This position is made available through a grant from the U.S. Treasury Department and is subject to its continued funding.

• Case Management Software: Review cases to ensure they are evenly distributed amongst paid clinicians. Utilize tasks, calendars, and tools in Clio software to respond to matters timely and by deadlines. Assign relevant and timely tasks to clinicians regarding their cases.
• Case Screening: Conduct day-to-day communications with prospective clients and conduct intake interviews. Assist paid clinicians with complex intake clients, discuss cases with the clinic coordinator and faculty.
• Case Load Activity: Regularly review cases for new documentation received, updates, and progress made. Discuss controversies with the IRS; respond to clients' inquiries; review paid clinicians' work performed on cases and follow up with clinicians whenever there is no activity recorded in Clio, to ensure progress is being made on all cases. Responsible for daily communication for assigned cases; assist clinicians when they need assistance with current clients or clients have complaints. Regularly monitor case progression and ensure that regular updates on the secured database for case tracking are made; supervise paid clinicians.
• Work Environment & Other: Maintain the office in good order and secure. Regularly communicate and update the coordinator and the director of the Bookstein Institute on matters affecting the operation of the clinic, including personnel and fiscal matters. Communicate with faculty/coordinator/director regarding challenges faced. Conduct research under the supervision of the clinic attorney and work closely with the clinic attorney to prepare for USTC appearance. Discuss US Tax Cases with the Office of Appeals in an attempt to settle cases out of USTC. Discuss more complex cases with IRS OIC Specialists.

• Must be an Enrolled Agent
• Preferred but not required: Bachelor's degree or Master's in Taxation
• Experience in personal income tax return preparation, including Schedule C and Earned Income Credit knowledge
• Experience representing taxpayers facing audits or other disputes with the IRS or FTB is preferred, but not required
• Excellent verbal and written communication skills, ability to work with different software tools for scheduling, client-file-maintenance, tax preparation
• Attention to detail and excellent organization skills
• Good attitude and desire to learn and help where needed
• Spanish bilingual highly desirable

This position is employed through The University Corporation (TUC). The anticipated hiring range is $27.00 per hour - $29.00 per hour. The selected candidate is required to pass a thorough department background investigation.

Please complete the online application/resume upload submission process to be considered for any open position within the university and its auxiliaries. The hiring department will contact the best-qualified candidates and invite them to participate in the interview process.