Tax Associate

• Work alongside experienced tax professionals to help shape and carry out effective resolution plans for client matters
• Support new client intake by gathering documentation and helping move engagements smoothly into active service
• Examine tax returns, account transcripts, financial records, and banking documents to identify facts relevant to each case
• Communicate with federal and state tax agencies under authorized representation to obtain information and assist with case progress
• Prepare materials for resolution programs such as payment arrangements, compromise requests, hardship status submissions, penalty relief requests, audit reviews, and appeals
• Perform technical research using tax authority guidance, statutory rules, administrative procedures, and applicable state regulations
• Draft client communications, supporting schedules, and case documentation with a strong focus on accuracy and completeness
• Use case management tools and internal technology to keep files organized, current, and handled efficiently
• Partner with administrative and tax team members to maintain workflow quality, meet productivity expectations, and support an 80% utilization target

• Experience in tax preparation or tax resolution work, with exposure to individual income tax matters
• Knowledge of reviewing individual tax returns, financial statements, transcripts, and related supporting records
• Familiarity with tax preparation platforms
• Ability to communicate professionally with taxing authorities and clients regarding case status and documentation needs
• Strong research skills with the ability to interpret tax rules, procedural guidance, and regulatory requirements
• Excellent organizational skills and the ability to manage multiple deadlines with careful attention to detail

Enrolled Agent credentials are preferred, or equivalent hands-on experience in tax representation work

• medical, vision, dental, and life and disability insurance
• 401(k) plan