Overview of the Company:
Our company is a reputable tax consulting firm dedicated to providing exceptional services to individuals and businesses. With a focus on accuracy, efficiency, and personalized attention, we strive to assist our clients in navigating the complex world of taxation.
Key Responsibilities:
Conduct thorough tax interviews with clients to gather necessary information
Prepare and review tax returns, ensuring compliance with all applicable laws and regulations
Provide expert tax advice and guidance to clients, resolving any tax-related issues
Represent clients in front of tax authorities, such as the IRS, during audits or other proceedings
Stay updated on changes in tax laws and regulations to ensure accurate and up-to-date advice
Credentialed, active EA
At least 1 year experience with tax resolution matters, ideally at both the IRS and state levels.
Strong communication (verbal and written) skills and excellent customer service skills.
Excellent multitasking and organizational skills.
Strong attention to detail and time management skills.
Required Skills and Qualifications:
Strong knowledge of federal and state tax laws and regulations
Proficient in tax preparation software and related tools
Excellent communication and interpersonal skills
Detail-oriented and able to work effectively under pressure
Communicating with IRS ACS to establish tax resolutions such as IA placement, PPIA placement, CNC placement, etc.
Communicating with IRS revenue officers to reach resolution on clients' tax situations.
Communicating with state revenue departments to reach resolution on clients' tax situations.
Representing taxpayers in audits.
Meeting deadlines and tasks in a timely manner to further expedite the resolution process.
Providing excellent customer service while multitasking clients, tasks, goals, and expectations.
Maintaining proper notes in CRM and tracking progress accordingly.
Providing realistic timelines and case updates to clients and owner on a daily and weekly basis.