Senior Tax Advocate

About The University Corporation:
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.

Job Summary:
We are seeking a highly motivated and detail-oriented Tax Representation Coordinator to join our team at the Bookstein Institute for Higher Education in Taxation at California State University, Northridge. The successful candidate will 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.

Key Responsibilities:
Review cases to ensure even distribution amongst Paid Clinicians
Utilize Clio software to respond to matters timely and by deadlines
Assign relevant and timely tasks to clinicians regarding their cases
Conduct day-to-day communications with prospective clients and conduct intake interviews
Assist Paid Clinician in regard to complex intake clients, discuss cases with clinic coordinator and faculty
Regularly review cases for new documentation received, updates, and progress made
Discuss controversies with the IRS; respond to clients' inquiries; review Paid Clinician work performed on cases and follows 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 Clinician when they need assistance with current clients or clients have complaints
Regularly monitor case progression and ensures that regular updates on the secured database for case tracking are made; Supervise Paid Clinicians
Maintain the office and 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
Communicates 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
Discusses US Tax Cases with Office of Appeals in an attempt to settle cases out of USTC
Discuss more complex cases with IRS OIC Specialists

Requirements:
Must be an Enrolled Agent
Bachelor Degree or Master's in Taxation preferable
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

What We Offer:
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. The hiring department will contact the best-qualified candidates and invite them to participate in the interview process. Application screening begins on Thursday, February 15th, and will continue until the position is filled. To be considered in the initial review, applications must be submitted before the date listed above. Application submissions received after the application screening date will be reviewed at the discretion of the University. For more detailed information on the application and hiring process, please view the link below: Employment Opportunity

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