Tax Resolution Assistant (United States or U.S. Territories)

Assist World

70d•$2,500 - $3,000•Remote

About The Position

A U.S.-based tax resolution firm is recruiting an entry-level Tax Resolution Assistant to support its tax resolution process. The role focuses primarily on data entry, document management, case administration, and maintaining accurate client information rather than complex tax preparation. The successful candidate will be organized, inquisitive, comfortable working with data, and motivated to develop tax-resolution expertise. Initially, the work centers on collecting documents, entering and checking information, and learning the firm's systems and processes. With increasing knowledge and confidence, the employee may take on greater responsibility, assist with client cases, and develop the skills to negotiate IRS payment plans and become a self-sufficient tax resolution professional. The position is fully remote and based in the United States or a U.S. territory. It is full-time, 40 hours per week, with Eastern Standard Time working hours. Compensation is $2,500–$3,000 per month.

Requirements

Minimum two-year college degree in any field.
Strong attention to detail and accuracy.
Excellent data-entry and computer skills.
Strong written and verbal communication skills.
Comfort working with spreadsheets, databases, and software systems.
Strong organizational skills and ability to manage multiple cases or priorities.
Ability to learn new software and processes quickly.
Comfort working independently in a relatively unstructured environment.
Must be based in the United States or a U.S. territory, such as Puerto Rico or Guam.
Able to ask questions rather than make assumptions, adapt to changing or undefined processes, and take feedback constructively.
Empathetic and able to remain calm and professional with clients experiencing financial stress.
Self-motivated, curious, and interested in developing specialist knowledge.

Nice To Haves

Experience with ProConnect or other tax software.
Previous experience in tax, accounting, financial services, or professional services.
Data-entry or document-processing experience.
Experience working with sensitive or confidential client information.
Customer service experience, particularly with stressed or frustrated clients.

Responsibilities

Gather and organize client tax documents, including W-2s, 1099s, and supporting documentation.
Review incoming client information for completeness and accuracy.
Import client information into ProConnect tax software.
Check automated data entries and identify discrepancies or missing information.
Manually enter information when required.
Maintain accurate and organized client records.
Track the flow of documents and information through active tax resolution cases.
Follow up on missing documentation and outstanding information.
Support the tax resolution team with administrative and data-entry tasks.
Help cases move efficiently through each stage of the process.
Communicate professionally and empathetically with clients when information or documentation is needed.
Learn and apply new processes, systems, and tax-resolution procedures as knowledge develops.