Tax Resolution Specialist (EA / CPA / Tax Attorney)

Overview

A tax law firm is seeking a full-time Tax Resolution Specialist (EA / CPA / Tax Attorney) to assist individuals and small businesses in resolving IRS and state tax issues. This role involves managing a substantial caseload and providing clear communication to clients under stress. The position offers flexibility to work onsite in Rockwall, TX, or remotely from approved states.

Location

• Rockwall, Texas (onsite) or remote from approved states:
  • Arkansas, Kansas, Louisiana, Mississippi, North Carolina, Oklahoma, South Carolina, Tennessee, Texas, West Virginia, Wisconsin

Schedule

• Monday through Friday, 40 hours per week

Compensation & Benefits

• Salary range: $72,000 to $100,000 per year, depending on experience
• Discretionary quarterly bonus opportunity
• Firm-paid medical, dental, and vision insurance (subject to plan terms)
• Two weeks paid time off, accruing after the first 90 days
• Support from administrative, engagement, and client care teams
• Modern technology tools and equipment provided, including laptop and desk phone

Responsibilities

Client Strategy and Communication

• Serve as the primary contact for clients throughout the tax resolution process
• Analyze tax liabilities, compliance history, financial data, and IRS/state account issues
• Develop customized resolution strategies considering client-specific facts, risks, deadlines, and financial conditions
• Clearly explain tax resolution options, timelines, risks, and next steps
• Maintain regular communication to ensure progress

IRS and State Tax Representation

• Represent individual and business clients before IRS and state tax authorities
• Communicate with IRS/state personnel via phone, correspondence, and e-Services
• Negotiate offers in compromise, installment agreements, penalty abatements, and other collection alternatives
• Handle currently not collectible (CNC) requests, innocent spouse relief, levy and garnishment releases, and lien resolutions
• Manage Collection Due Process hearings, trust fund recovery cases, and collection procedures
• Handle voluntary disclosure matters at federal and state levels when appropriate
• Stay current on IRS/state collection procedures, Internal Revenue Manual (IRM), agency procedures, Collection Statute Expiration Date (CSED) rules, and tax resolution requirements

Case Management, Technology, and Documentation

• Manage a caseload of approximately 75 to 100 active cases
• Utilize case management systems, tax software, document tools, automation, and AI-enabled tools to enhance organization and quality
• Prepare, review, and submit financial documentation, including Forms 433-A, 433-B, and 433-F
• Track time accurately and maintain complete case documentation
• Manage IRS, state, court, and internal deadlines
• Identify opportunities to improve workflows, templates, checklists, and client communications
• Delegate administrative tasks to support staff and provide direction to engagement managers

Required Qualifications

• Active Enrolled Agent (EA) designation, CPA license, or attorney license in good standing
• CPA candidates must hold a bachelor’s degree from an accredited institution
• Minimum 5 years of direct experience in tax resolution, tax controversy, IRS collections, or related tax representation
• Hands-on experience negotiating offers in compromise and installment agreements
• Strong knowledge of IRS collection processes, Internal Revenue Manual procedures, and CSED calculations
• Experience representing individual and business entity clients (1040, 1120, 1065 matters)
• Ability to manage a high-volume caseload
• Proficiency with Google Workspace, Microsoft Office, Adobe Acrobat, tax software, and case management systems
• Comfortable using AI-enabled tools, automation, templates, and workflow systems responsibly
• Quick learner of new software and adaptable to changing tools and processes
• Exceptional written and verbal communication skills
• Self-directed, organized, and able to manage cases with limited supervision
• Ability to pass a pre-employment background check consistent with applicable law
• Must be authorized to work in the United States full-time without visa sponsorship

Preferred Qualifications

• Experience with multi-state tax resolution or voluntary disclosure programs
• Background in tax law firms, CPA firms, tax advisory practices, or boutique resolution practices
• Experience preparing individual and business tax returns (Forms 1040, 1120, 1065, 940, 941, 1099)
• Familiarity with Canopy Tax, Pitbull Tax, ProConnect, or similar tax software
• Experience with AI tools, document automation, workflow automation, or legal/tax technology platforms
• Familiarity with Apple/macOS operating systems
• Bilingual in English and Spanish

Remote Work Requirements

• Residence and primary work location in an approved remote-work state
• Private, professional workspace suitable for confidential client communications
• Reliable high-speed internet
• Availability during regular hours Monday through Friday, 8am-5pm CST
• Ability to participate in video meetings, client calls, and internal team meetings
• Consistent and secure use of firm-approved technology tools and systems
• Ability to maintain confidentiality and comply with data security policies

Additional Information

• This position is open to direct applicants only; no recruiters or third-party agencies will be considered.
• Employment is at-will and subject to equal opportunity employment laws without discrimination based on protected characteristics.