Tax Resolution Specialist

1 day ago


Irvine, California, United States Amity One Tax Full time
Job Title: Tax Resolution Specialist

We are a rapidly growing tax firm, Amity One Tax, and we provide comprehensive solutions for IRS concerns, allowing our clients to finally get the relief they have been searching for.

Job Summary:

As a Tax Resolution Specialist, you will play a crucial role in becoming an expert navigator in the complex world of IRS and state tax systems. You'll be the go-to advocate, using your in-depth knowledge of tax laws to negotiate the best possible solutions for our clients with the IRS.

Key Responsibilities:
  • Conduct thorough assessments of clients' financial situations, including income, assets, liabilities, and expenses, to determine the most appropriate tax resolution strategy.
  • Initiate and manage phone calls with the IRS ACS and state tax agency collections departments to discuss clients' cases, negotiate payment plans, or pursue alternative resolution options.
  • Prepare and submit tax resolution proposals, such as Penalty Abatements, Installment Agreements, or Currently Not Collectible status requests, adhering to all IRS and state guidelines.
  • Coordinate with Case Managers to gather and organize the necessary financial documentation and supporting materials required for tax resolution submissions.
  • Advocate on behalf of clients during negotiations with the IRS and state tax agencies, leveraging knowledge of tax laws and taxpayer rights to achieve the best possible outcomes.
  • Maintain detailed records and documentation of all client communications, tax resolution proposals, and interactions with the IRS and state tax agencies.
  • Stay up to date on the latest IRS and state tax authority policies, procedures, and guidelines related to tax resolution options.
Requirements:
  • Enrolled Agent (EA) certification.
  • 1-2 years of experience in tax resolution or tax compliance, with a strong focus on IRS ACS and state tax agency collections.
  • Excellent negotiation and communication skills, with the ability to effectively advocate for clients.
  • Strong analytical and problem-solving skills to assess complex financial situations and develop tailored tax resolution strategies.
  • Proficient in data gathering, financial analysis, and report writing.
  • Ability to work independently and as part of a team.
Preferred Qualifications:
  • Experience working with tax resolution software and tools.
  • Knowledge of the Taxpayer Advocate Service and other taxpayer assistance programs.
  • Familiarity with client-facing roles in a professional services or financial services environment.
Benefits:
  • PTO.
  • Sick time.
  • Opportunities for career growth and advancement.


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