Key skills
Communication
About this role
Role Overview
- Manage client communications via phone and email.
- Follow up on outstanding documents and requests.
- Provide updates on tax return status and workflow progress.
- Coordinate appointments and scheduling.
- Route technical tax questions to the appropriate team members.
- Contact the IRS and Franchise Tax Board regarding notices and correspondence.
- Pull tax transcripts and maintain detailed records.
- Request penalty abatements and assist with administrative tax resolutions.
- Research balances, payments, filing history, and notices.
- Follow up on unresolved client matters.
- Assist with LLC formations and business registrations.
- Coordinate Secretary of State filings and Statements of Information.
- Support S-Corporation election filings.
- Track compliance deadlines and annual filing requirements.
- Coordinate quarterly estimated tax payment schedules.
- Maintain internal tracking systems and spreadsheets.
- Support tax return workflow management and delivery.
- Keep client records accurate and up to date.
- Serve as a liaison between clients and internal departments.
Requirements
- Prior experience working in a U.S. tax office, CPA firm, accounting firm, or tax resolution firm.
- Experience handling IRS correspondence and tax-related administrative workflows.
- Strong written and verbal English communication skills.
- Excellent organizational skills and attention to detail.
- Comfortable speaking with clients and government agencies.
- Strong proficiency with Google Workspace and spreadsheets.
- Ability to manage multiple priorities in a fast-paced environment.
Benefits
- Competitive salary (USD)
- Work From Home
- Flexible hours