Tax Paralegal (Remote)

Overview

A boutique California tax law firm is seeking a Tax Paralegal to support complex tax matters for small business clients. The firm handles audits, collections, appeals, Tax Court proceedings, and disputes before agencies such as the IRS, FTB, CDTFA, and EDD. This is a fully remote, engagement-to-hire position with a strong expectation of permanent conversion for the right candidate. While Southern California residents are preferred, all qualified candidates 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: 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 records; complete bank deposit analysis, financial analysis, audit, and sales tax workpapers
• Draft IRS forms such as 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, coordinating document gathering, providing status updates, and following 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 including 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.