Paired is a global staffing and recruiting agency dedicated to connecting outstanding remote talent with leading companies. We are currently partnering with a US-Based company to find a Tax Operations & Client Success Specialist who will ensure smooth tax operations and provide excellent client support remotely.
As a Tax Operations & Client Success Specialist, you will play a vital role in managing tax-related processes and fostering positive relationships with clients. You will collaborate with various teams to ensure tax compliance and deliver exceptional service to clients.
Key Responsibilities
Client Communication & Coordination
- 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.
IRS & Tax Administration
- 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.
- Research balances, payments, filing history, and notices.
- Follow up on unresolved client matters.
Entity Filings & Compliance Support
- Assist with LLC formations and business registrations.
- Coordinate Secretary of State filings and Statements of Information.
- Support S-Corporation election filings.
- Track compliance deadlines and annual filing requirements.
Workflow & Operations
- Coordinate quarterly estimated tax payment schedules.
- Maintain internal tracking systems and spreadsheets.
- Support tax return workflow management and delivery.
- Keep client records accurate and up to date.
- Serve as a liaison between clients and internal departments.
- Must be an IRS Enrolled Agent. This is required, not preferred.
- 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 in a fast-paced environment.
- High attention to detail and ability to handle confidential information professionally.
- Comfortable using tax software, CRM systems, Google Workspace, Microsoft Office, or similar tools.
- Client-facing experience is strongly preferred.
Benefits
- Competitive salary (USD)
- Work From Home
- Flexible hours
