Customer Service Specialist | Enrolled Agent
About The Position
Abacus! is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. They are seeking a Customer Service Specialist to join their team, committed to fostering a supportive and inclusive workplace. The Customer Service Specialist is responsible for resolving IRS and state tax notices, supporting clients through audit processes, and ensuring full tax compliance. This role serves as a liaison between clients and tax authorities, provides strategic advice on penalty relief and compliance issues, and ensures timely, accurate resolution of all tax-related correspondence. The ideal candidate is detail-oriented, experienced in audit defense, and skilled in delivering proactive, compliant solutions to reduce clients’ tax burdens and improve their overall financial stability.
Requirements
- Detail-oriented
- Experienced in audit defense
- Skilled in delivering proactive, compliant solutions
Nice To Haves
- Bachelor's degree in Accounting, Finance, or a related field
- Enrolled Agent
Responsibilities
- Analyze IRS and state tax notices, prepare accurate responses, and determine required actions for resolution.
- Represent clients in correspondence and negotiations with the IRS and state authorities to resolve penalties, notices, and audits.
- Prepare audit defense files, collect documentation, and provide guidance on audit expectations and strategies.
- Conduct technical research to develop compliant responses and identify resolution opportunities.
- Identify and apply for penalty abatements, tax relief programs, and settlement options.
- Maintain accurate records of tax notice responses, resolutions, and client communications, filings, and outcomes to meet compliance requirements.
- Collaborate with internal departments (tax, legal, financial) to support integrated tax resolution strategies and provide a holistic, client-focused resolution experience.
- Recommend and implement process improvements for handling tax notices and audit cases.
- Educate clients on notice triggers and compliance practices to prevent recurring issues.
- Utilize tax software and digital tools to manage client cases efficiently and compliantly.
Benefits
- Supportive and inclusive workplace
- Environment of growth, trust, and confidence
- Guilt-free flexibility
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
