Tax Resolution Assistant (United States or U.S. Territories)

Overview

An entry-level Tax Resolution Assistant role is available with a U.S.-based tax resolution firm. This position focuses primarily on data entry, document management, and maintaining accurate information throughout the tax resolution process—not complex tax preparation.

The role is intended to support long-term growth within tax resolution, starting with administrative and data-entry responsibilities and expanding to greater responsibility over time.

Responsibilities

• Gather and organize client tax documents, including W-2s, 1099s, and other supporting documentation
• Review incoming client information for completeness and accuracy
• Import client information into ProConnect tax software
• Double-check automated data entries and identify discrepancies or missing information
• Manually enter information where required
• Maintain accurate and organized client records
• Track the flow of documents and information throughout active tax resolution cases
• Follow up on missing documentation and outstanding information
• Support the tax resolution team with administrative and data-entry tasks
• Help ensure cases move efficiently through each stage of the process
• Communicate professionally and empathetically with clients when information or documentation is required
• Learn and apply new processes, systems, and tax-resolution procedures as knowledge develops

Requirements

• Minimum 2-year college degree in any field
• Strong attention to detail and accuracy
• Excellent data-entry and computer skills
• Strong written and verbal communication skills
• Comfortable working with spreadsheets, databases, and software systems
• Strong organizational skills and ability to manage multiple cases or priorities
• Ability to learn new software and processes quickly
• Comfortable working independently in a relatively unstructured environment
• Must be based in the United States or a U.S. territory, such as Puerto Rico or Guam

Preferred Qualifications

• Experience with ProConnect or other tax software
• Previous experience in tax, accounting, financial services, or professional services
• Data-entry or document-processing experience
• Experience working with sensitive or confidential client information
• Customer service experience, particularly in situations where clients may be stressed or frustrated

Compensation & Benefits

• $2,500 - $3,000 a month
• 100% remote
• Eastern Standard Time (EST) working hours
• Full-time (40 hours per week)
• $50 birthday bonus
• $200 testimonial bonus

Location

• United States or a U.S. territory (such as Puerto Rico or Guam)
• Remote role with Eastern Standard Time (EST) working hours