Tax Resolution Specialist
About The Position
This role involves assisting the Tax Resolution/Compliance Manager with substantive analysis of tax notices and their resolution. The Tax Resolution Specialist will support work connected to jurisdictional audits (IRS and state/local). Key responsibilities include analyzing tax laws, regulations, and procedures, summarizing tax information from client notices, and formulating responses. The specialist will communicate with tax jurisdictions to resolve notices and respond to audit information requests. Client communication involves scheduling, addressing entry-level questions, coordinating meetings, soliciting Power of Attorney forms, and communicating recommendations and outcomes. The role requires performing research on client history, filings, and facts to determine the nexus of notices and/or audit requests, and communicating with taxing jurisdictions to pursue abatement, mitigation, and/or resolution. Continuous improvement of tax analysis and preparation processes, implementation of best practices, and accurate maintenance of client documentation are also key aspects of this position. The company is looking for friendly, driven, and passionate individuals to help empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy.
Requirements
- Minimum EA (Enrolled Agent), CPA, or attorney with tax specialization.
- Minimum 2 years of experience with public accounting, corporate tax, and/or accounting at a firm, State Department of Revenue, or company.
- Minimum 1 year of experience in reading and interpreting tax notices and audit communications.
- Strong understanding of tax code, tax returns and business entities.
- Intermediate knowledge of Microsoft Excel (using SUM function, setting borders, setting column width, inserting charts, using text wrap, sorting, setting headers and footers, and/or print scaling).
- Experience with tax software.
- Ability to work in a fast-paced environment with minimal supervision.
- Excellent time management and problem-solving skills.
- Excellent verbal and written communication skills.
- High degree of accuracy and attention to detail.
Nice To Haves
- Bachelor’s Degree in Accounting or Finance.
- Additional certifications or coursework related to advanced tax strategies or financial management.
Responsibilities
- Analyze various tax laws, regulations, and procedures.
- Summarize tax information from client tax notices.
- Support the team in the formulation of responses relating to assigned tax notices.
- Communicate with tax jurisdictions to seek resolution of notices and respond to audit information requests.
- Speak with clients for scheduling and address entry-level questions regarding their tax notices and audits.
- Coordinate scheduling of meetings with client and team members, as well as taxing jurisdiction representatives.
- Solicit and coordinate POA (Power of Attorney) forms and responsibilities as needed.
- Communicate recommendations for client action as well as status, resolution, and outcomes of notices and audits.
- Perform required research of client history, filings, and facts and circumstances to determine the nexus of notices and/or audit requests.
- Communicate with taxing jurisdictions to pursue abatement, mitigation, and/or the resolution of notices and audits.
- Continuously improve tax analysis and preparation processes.
- Implement best practices to enhance accuracy and efficiency.
- Ensure all client documentation is accurately recorded and maintained.
- Perform all other duties as assigned by Company management to support the overall objectives of the organization.
Benefits
- Hybrid work schedule
- Robust onboarding program
- Comprehensive medical, dental, vision, and short-term disability coverage (at no cost to employee)
- 401(k) matching program
- Generous paid time off (16 days in the first year, 21 days after one year)
- 7 paid company holidays
- $35 monthly gym membership subsidy
- Ongoing training and professional development
- Internal advancement opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
