Tax Paralegal (Remote)

Overview

A boutique California tax law firm is seeking a Tax Paralegal to support complex tax matters for small businesses. The firm handles audits, collections, appeals, Tax Court proceedings, and disputes before the IRS, FTB, CDTFA, and EDD. This is a fully remote, engagement-to-hire position with a strong expectation of permanent conversion. While candidates residing in Southern California are preferred, all qualified applicants are encouraged to apply.

This role requires ownership of a caseload, managing matters from intake through resolution with minimal supervision, direct communication with clients and tax agencies, and collaboration with attorneys on substantive tax controversy work.

Responsibilities

• Manage tax controversy case files end-to-end, including new file setup, deadline and budget tracking, retainer and accounts receivable management, and case closing
• Support a variety of matter types such as IRS and state collections, income tax audits (IRS/FTB), employment tax audits (EDD), sales tax audits (CDTFA), innocent spouse claims, appeals, and Tax Court proceedings
• Obtain agency Powers of Attorney; retrieve and review account transcripts, Wage & Income Transcripts, and related agency records
• Review tax returns, financial statements, general ledgers, and other financial documents; complete BDA, financial analysis, audit, and sales tax workpapers
• Draft IRS forms including 433-A, CDP requests, penalty abatement requests, appeals, Tax Court petitions, FOIA, and TAS requests using firm tax tools
• Conduct legal and factual research using AI-assisted platforms and traditional research tools; draft memos for internal and client use
• Communicate directly with clients and tax agency personnel, coordinate document gathering, provide status updates, and follow up on agency requests
• Assist with scheduling and attend strategy meetings with clients and responsible attorneys

Requirements

• 3–7 years of relevant experience in tax, paralegal, or accounting environments
• Comfortable working with financial data such as tax returns, account transcripts, financial statements, and general ledgers
• Direct experience interacting with IRS, FTB, CDTFA, or EDD strongly preferred
• Prior experience drafting IRS forms (433-A, CDP, penalty abatement, appeals) is a strong plus
• Enrolled Agent (EA) license strongly preferred but not required
• Highly organized and process-oriented, with reliance on systems, checklists, and workflows to manage deadlines and case stages
• Proven ability to work independently and manage a caseload in a fully remote environment
• Excellent written and verbal communication skills; comfortable engaging directly with clients and tax agency personnel
• Proactive and self-motivated, taking initiative to advance matters without close supervision
• Paralegal certificate preferred; equivalent experience considered
• Outstanding references

Position Details

• Type: Engagement to Hire
• Schedule: Full-Time
• Location: Remote

Compensation & Benefits

• Salary range: $70,000 - $100,000 plus performance-based bonuses
• Pay is based on factors including work experience, qualifications, credentials, location, and market supply/demand

Confidentiality

Candidates will not be proposed to prospective clients without prior consent. Selected candidates for further consideration will be contacted.

Location

Remote position; preference for candidates residing in Southern California but open to all qualified applicants.