Tax Office Admin & Client Specialist
P
PairedTax Services
MexicoFull-TimeMiddle
Salary not disclosed
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Job Details
- Languages
- English
- Required Skills
- Microsoft OfficeCRMGoogle Workspace
Requirements
- Must be an IRS Enrolled Agent (Required).
- Previous experience working in a U.S. tax office, CPA firm, or tax preparation environment.
- Strong understanding of IRS processes, tax notices, transcripts, POAs, payment plans, and client tax documentation.
- Experience communicating with the IRS and supporting clients with tax-related matters.
- Excellent English communication skills, both written and verbal.
- Strong administrative, organizational, and follow-up skills.
- Ability to manage multiple client cases, deadlines, and urgent requests.
- High attention to detail and ability to handle confidential information.
- Proficiency with tax software, CRM systems, Google Workspace, and Microsoft Office.
Responsibilities
- 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.
- Assist with LLC formations and business registrations.
- Coordinate quarterly estimated tax payment schedules.
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