Attorney, CPA or Enrolled Agent - Tax Resolution

Description:\*Winner of Glassdoor Best Place to Work 2020\*

• Full range of benefits including medical, vision, disability, PTO, etc.
• Free employee dental coverage
• 100% 401(k) match with an option for an additional 50%
• 4 weeks paid parental leave

THIS IS A HYBRID ROLE THAT WILL REPORT TO OUR OFFICE 3 DAYS A WEEK
SUMMARY OF POSITION:
This position is responsible for the negotiation and submission of MoneySolver client tax resolutions.
Licensed Tax professionals are expected to handle a pipeline of tax resolution cases from multiple Tax Analysts. The tax professional must be highly knowledgeable and should be able to identify and address nuanced issues across the entire
tax resolution spectrum. The LTP is responsible for providing quality and compliance oversight as
required by best practices and Circular 230 and is expected to display strong leadership skills in working
with employees and clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Acts in a manner consistent with the rules and standards of both his/her governing professional

organization and IRS Circular 230 and to set an example for those around them.

• Strong knowledge of IRS processes and procedures; including collections, examinations, innocent

spouse, and offer in compromise, appeals, advisory, penalty abatement, and ID theft.

• A thorough understanding of the Internal Revenue Manual and the capacity to build arguments

using IRS policy, revenue procedures, and law.

• Ability to efficiently and competently review financial statements; including analyzing income,

assets and various advantages of outcomes Tax Analyst has proposed.

• Responsible for ad hoc leadership and oversight to Tax Analysts on case progression and case

decision making. This will include a focus on the following and providing correction when
necessary
o Ensure client cases are being appropriately worked and all contracted services are being
addressed, with the ultimate goal of completion as appropriate
o Ensure the work product being submitted to them meets the criteria of IRS Circular 230,
as well as the ethical standards of other professional organizations he/she belongs to
Requirements:
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EDUCATION AND EXPERIENCE:*
Must be one of the following:

• Licensed Attorney in good standing with the Bar of a US Jurisdiction
• Enrolled Agent in good standing and authorized to practice with the Internal Revenue Service
• Certified Public Accountant in good standing with a US Jurisdiction
• Juris Doctor, Master’s in Accountancy, or Masters in Business Administration preferred as required by associated licensing.
• BA/BS or higher preferred for Enrolled Agent applicants.
• Proficiency with the MS Office Applications
• One-year experience in tax resolution case management or equivalent.