Job Description

Job Description

INTRO TO TAXWAVE

At TaxWave, we are revolutionizing tax resolution through technology, automation, and data-driven strategies. By integrating secure cloud-based platforms, AI-driven insights, and automated compliance tracking, we streamline complex tax challenges for individuals and businesses, delivering efficient, transparent, and customized solutions.

Our tech-driven approach enhances accuracy, speed, and decision-making, ensuring clients have real-time case updates, secure collaboration portals, and seamless IRS communication. Whether resolving audits, settlements, or payment plans, TaxWave empowers clients with greater control and confidence throughout their tax journey.

If you're ready to leverage innovation and expertise in a high-performance environment, TaxWave is the place for you.

ABOUT THE ROLE

The Tax Professional I will play a critical role in advocating for our clients, negotiating directly with the IRS, and managing complex tax resolution cases. This position offers an opportunity to make a real impact by developing creative solutions to resolve tax issues while working in a collaborative, fast-paced environment.

This role provides a path for growth, with opportunities to take on greater responsibilities within the Processing Department as TaxWave continues to expand.

WHAT YOU’LL DO

• Advocate for clients in IRS negotiations, including securing installment agreements, Offers in Compromise, and Currently Not Collectible (CNC) statuses.
• Prepare and file tax returns for non-compliant clients, ensuring adherence to federal and state tax regulations.
• Act as the primary liaison for all IRS compliance and tax resolution matters.
• Respond to IRS correspondence, address compliance issues, and manage appeals as needed.
• Conduct in-depth financial reviews, analyzing adjusted gross income, assets, expenses, and disposable income to develop the best resolution strategies.
• Collaborate with clients to gather accurate financial details and tailor solutions to their unique circumstances.
• Prepare and submit Power of Attorney (Form 2848) and other necessary IRS forms and documentation.
• Audit case files for completeness and accuracy, ensuring strict adherence to compliance standards.
• Manage a pipeline of cases within the CRM system, ensuring all cases progress efficiently and meet company timelines.
• Enter detailed, accurate notes into the CRM system to maintain up-to-date case records.
• Monitor case progress, ensuring timely actions and clear communication with clients and internal stakeholders.
• Stay updated on IRS regulations and tax laws to provide the most effective solutions.
• Work both independently and collaboratively to meet and exceed performance goals.

WHAT YOU’LL NEED TO HAVE

• Active Enrolled Agent (EA) certification, CPA, or licensed Attorney in good standing.
• 5+ years of experience in IRS compliance, tax resolution, and case management.
• Strong understanding of IRS standards, tax resolution programs, and financial documentation.
• Proven track record of successfully handling audits, tax liens, levies, installment agreements, and offers in compromise.
• Excellent verbal and written communication skills, especially in handling IRS and client interactions.
• Strong organizational skills with the ability to manage multiple cases efficiently.
• Proficiency in tax softwares, Microsoft Office Suite, Google Workspace, CRM tools, and case management systems.
• Ability to balance competing priorities in a fast-paced working environment.
• Leadership potential with opportunities for career advancement within TaxWave.

WHAT WE OFFER

• Compensation: $40,000 - $60,000 per year
• Career Growth: Opportunity to take on greater responsibilities within the Processing Department
• Professional Development: Ongoing learning opportunities and industry training

We understand potential comes in many forms. Even if you don’t check every box, we encourage you to apply—we consider all qualified candidates.

Company Description

At TaxWave, we are revolutionizing tax resolution through technology, automation, and data-driven strategies. By integrating secure cloud-based platforms, AI-driven insights, and automated compliance tracking, we streamline complex tax challenges for individuals and businesses, delivering efficient, transparent, and customized solutions.

Our tech-driven approach enhances accuracy, speed, and decision-making, ensuring clients have real-time case updates, secure collaboration portals, and seamless IRS communication. Whether resolving audits, settlements, or payment plans, TaxWave empowers clients with greater control and confidence throughout their tax journey.

If you're ready to leverage innovation and expertise in a high-performance environment, TaxWave is the place for you.

Company Description

At TaxWave, we are revolutionizing tax resolution through technology, automation, and data-driven strategies. By integrating secure cloud-based platforms, AI-driven insights, and automated compliance tracking, we streamline complex tax challenges for individuals and businesses, delivering efficient, transparent, and customized solutions.\r\n\r\nOur tech-driven approach enhances accuracy, speed, and decision-making, ensuring clients have real-time case updates, secure collaboration portals, and seamless IRS communication. Whether resolving audits, settlements, or payment plans, TaxWave empowers clients with greater control and confidence throughout their tax journey.\r\n\r\nIf you're ready to leverage innovation and expertise in a high-performance environment, TaxWave is the place for you.