Tax Resolution Specialist

To assist the Tax Resolution/Compliance Manager with substantive analysis of tax notices and resolution of the same. This role involves supporting work connected to jurisdictional audits (IRS and state/local).

• 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.
• Under the direction of the Tax Resolution/Compliance Manager, 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.

• Consistently demonstrates ethical behavior.
• Addresses minor ethical issues independently.
• Ensures confidentiality and privacy in more complex situations.

• Manages own workload and meets deadlines with minimal supervision.
• Takes responsibility for the outcomes of projects.
• Proactively addresses issues and takes corrective actions.

• Addresses customer needs independently.
• Handles more complex customer inquiries and complaints.
• Consistently seeks ways to improve customer satisfaction.

• Plans and organizes own work efficiently.
• Balances multiple tasks and projects effectively.
• Uses advanced organizational tools to manage time.

• Communicates effectively in a variety of settings.
• Tailors messages to the audience and situation.
• Facilitates productive discussions and meetings.

• Contributes to team goals and objectives.
• Builds positive relationships with team members.
• Resolves minor conflicts within the team.

• Takes initiative to improve processes and outcomes.
• Manages own workload and sets personal goals.
• Pursues continuous learning and development.

• 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.

• Bachelor’s Degree in Accounting or Finance.
• Additional certifications or coursework related to advanced tax strategies or financial management.

• Client Satisfaction:
  Measured by client feedback and satisfaction survey results.
• Efficiency:
  Timely completion of tax analysis and resolution tasks.
• Communication:
  Responsiveness to client communication and effective team collaboration.
• Accuracy:
  Ensuring accuracy in research and communication connected to tax resolution and audit work.

• Hybrid work schedule, balancing remote and in‑office work seamlessly.
• Robust onboarding program to equip team members with knowledge of organization, services, and products.
• Comprehensive medical, dental, vision, and short‑term disability coverage—all provided at no cost.
• 401(k) matching program.
• Generous paid time off: 16 days in the first year, 21 days after one year of employment, plus 8 paid company holidays.
• $35 monthly gym membership subsidy.

Please note that a full background check and drug screen are required for employment.