Overview
This is a remote, project-based, part-time position based in the United States.
The organization is seeking an experienced U.S.-based Tax Resolution Specialist with an active Enrolled Agent (EA) credential or CPA license to manage tax resolution cases and represent clients before the IRS.
Responsibilities
- Manage assigned U.S. tax resolution cases from initial review through completion.
- Review IRS notices, account transcripts, tax records, and supporting documents to identify issues and recommend appropriate resolution strategies.
- Represent authorized clients before the IRS and communicate directly with IRS agents, revenue officers, and other relevant personnel.
- Handle matters such as:
- Outstanding tax liabilities
- Installment agreements
- Offers in compromise
- Penalty abatement
- Collection notices
- Liens, levies
- Other assigned resolution issues
- Prepare and submit required authorizations, correspondence, financial statements, and supporting documentation.
- Coordinate with the organization’s team to obtain missing information, explain case requirements, and provide clear progress updates.
- Monitor response dates, submission deadlines, and follow-up commitments to ensure timely delivery.
- Maintain complete and accurate case records in the organization’s designated system.
IRS Communication and Documentation
- Log every conversation with an IRS agent or representative in the organization’s designated system promptly, preferably on the same business day.
- Each log entry must include:
- Date and time of the conversation
- IRS representative’s name and identification number, if provided
- Relevant client, tax period, and case reference
- Summary of the discussion and information exchanged
- Outcome, commitments made, and documents requested
- Next steps, responsible person, and applicable deadlines
- Upload relevant correspondence and supporting documents to the case record.
Requirements
- Currently based in the United States.
- Active EA credential or CPA license in good standing.
- Minimum five years of hands-on IRS taxpayer representation and tax resolution experience.
- General tax preparation experience alone does not meet this requirement.
- Demonstrated ability to manage cases independently and communicate effectively with IRS personnel.
- Strong knowledge of IRS collection processes and tax resolution options.
- Excellent written communication, organization, and case documentation skills.
- Ability to deliver accurate work within agreed timelines.
- Willingness to use the organization’s systems for case updates, documentation, and task tracking.
Preferred Qualifications
Compensation & Benefits
- Work will be assigned on a project or case basis according to business needs and the specialist’s availability.
- Scope, deliverables, deadlines, and compensation will be agreed upon before each assignment.
Location & Availability
- Remote – United States.
- Flexible schedule with availability during mutually agreed windows.
- Must remain reachable through WhatsApp or text message for prompt work coordination.
- Respond promptly to messages and communicate any delays or obstacles early.
- Available for scheduled IRS calls, client discussions, and internal case reviews.
- Use organization-approved secure channels and systems to exchange and store confidential client information.
How to Apply
- Submit a resume in PDF format only.
- Include EA or CPA credential details.
- Provide a brief summary of IRS representation experience, including the types of tax resolution cases handled.
- Include your availability and expected project-based or hourly compensation.
- Resumes submitted in other formats may not be considered.