Federal Compliance Specialist - Full-Time, Hybrid as Needed

StartCHURCH•Duluth, GA

1d•Hybrid

About The Position

The Federal Compliance Specialist provides expert-level guidance and document preparation for customers applying for tax-exempt status (i.e. federal income tax exempt). This role ensures an exceptional client experience by combining accuracy, efficiency, proactivity, and a service-minded approach that reflects StartCHURCH’s values. The Specialist is empowered to make a meaningful impact on clients’ journeys, not just prepare documents, by anticipating needs, resolving concerns, and providing expert guidance throughout the process. The Specialist works collaboratively with a team of specialists and leadership to deliver results that serve both our internal and external customers: Internal Customers – Individuals within or connected to our company, including colleagues, managers, and partners who help deliver our services to the end user. External Customers – Individuals and organizations that purchase and use StartCHURCH products or services. All responsibilities are carried out with the intent to demonstrate excellence, honor the client, and advance the mission of the company.

Requirements

Exceptional customer service and interpersonal skills.
Ability to diffuse challenging situations and de-escalate frustrated or anxious clients.
Excellent document preparation and formatting skills.
Strong written and verbal communication.
High attention to detail and organizational ability.
Efficient time management and multitasking skills.
Proficient computer and research abilities.
Ability to handle sensitive and confidential information.
Positive and professional phone presence.
Flexibility, adaptability, and a growth-oriented mindset.
Strong problem-solving and follow-through skills.
Ability to follow detailed procedures and instructions with consistency.
Proactive mindset to anticipate client needs and keep processes moving efficiently.

Nice To Haves

Spanish reading, writing, and speaking preferred
Certified Document Preparer or similar certification preferred.
Experience with MacOS, Slack, Zoom, Calendly, Adobe Pro, Wondershare, and Clockify preferred.

Responsibilities

Prepare IRS response letters for applications requiring additional information, clarification, or follow-up correspondence after submission.
Produce a minimum of ten (10) complete federal document packages weekly.
Communicate proactively with clients to ensure progress through each phase and timely submission of required materials.
Maintain consistent, timely, and professional correspondence with clients through email, phone, and other approved communication channels to ensure an exceptional customer experience and positive impact on the client journey.
Anticipate client needs and issues, taking proactive steps to keep the process moving smoothly.
Manage sensitive client interactions professionally, including de-escalating concerns and resolving challenges with a positive approach.
Collect, organize, and verify all supporting documents and data necessary for application completion.
Manage, update, and maintain accurate records in all relevant database systems.
Communicate effectively with internal teams to ensure smooth handoffs, collaboration, and service consistency.
Interpret instructions and resolve issues by applying company policies and established procedures.
Identify additional services that may benefit clients and assist them in exploring available options.
Participate in departmental meetings, projects, and professional development activities.
Follow all policies and procedures related to quality, health, and safety.
Maintain proper care and use of assigned equipment and materials.
Attend all required training sessions to develop relevant skills and knowledge.
Perform other duties as needed to support customer satisfaction and quality assurance.