Benefits:

Employee discounts

Paid time off

Job description:

Tax Resolution Settlement Officer

Well-Established Accounting Firm – Tax Resolutions Department

We are a well-established accounting firm seeking an experienced Settlement Officer to handle inbound client inquiries and guide individuals through IRS and state tax relief options.

This role offers a steady flow of qualified leads and strong earning potential for candidates with prior tax resolution or IRS collections experience. We offer a signing bonus and guarantees commensurate with performance in a high volume environment.

Position Overview

The role is responsible for handling inbound calls from prospective clients, conducting preliminary case evaluations, and educating prospective clients on available tax resolution options. This role is critical in setting accurate expectations, qualifying cases, and ensuring a smooth handoff to our case management and resolution teams.

This position is ideal for someone with prior tax resolution sales or intake experience who understands IRS collections, compliance requirements, and ethical client communication.

Key Responsibilities & Qualifications

· Handle inbound inquiries from prospective tax resolution clients with professionalism and discretion

Conduct initial intake and fact-finding calls to assess IRS or state tax issues, including balances due, notices received, and enforcement actions

Educate prospective clients on appropriate tax resolution options (e.g., installment agreements, CNC status, offers in compromise, penalty abatement) without making guarantees

Clearly explain the firm’s process, engagement structure, and next steps

Accurately document client information and coordinate a smooth handoff to account management or resolution staff

Maintain strict confidentiality and adhere to IRS regulations and firm compliance standards

Prior experience in tax resolution intake or sales is required

Working knowledge of IRS collections procedures and tax resolution strategies

Strong communication, organizational, and interpersonal skills

High level of professionalism, integrity, and client service orientation

How to Apply: Please submit your resume and a brief cover letter. We are seeking candidates who are ready to contribute in a professional, client-focused environment and assist individuals in resolving their tax matters effectively.

Job Type: Full-time

Benefits:

· Flexible schedule

Paid time off

Work Location: In person