Tax Resolution Specialist (EA / CPA / Tax Attorney)

Overview

A law office specializing in tax resolution is seeking an experienced Tax Resolution Specialist (EA / CPA / Tax Attorney) to assist individuals and small businesses in resolving IRS and state tax issues. This full-time position offers a salary range of $72,000 to $100,000 per year, plus a discretionary quarterly bonus, depending on experience.

The role can be based onsite in Rockwall, Texas, or performed remotely from approved states.

Location

• Rockwall, TX (onsite)
• Remote work allowed from the following states only: Arkansas, Kansas, Louisiana, Mississippi, North Carolina, Oklahoma, South Carolina, Tennessee, Texas, West Virginia, Wisconsin

Schedule

• Monday through Friday
• 40 hours per week

Responsibilities

Client Strategy and Communication

• Act as the primary contact for clients throughout the tax resolution process
• Analyze tax liabilities, compliance history, financial data, and IRS/state account issues
• Develop customized resolution strategies based on client-specific facts, risks, deadlines, and financial conditions
• Clearly explain tax resolution options, timelines, risks, and next steps to clients
• Maintain regular communication to ensure progress on cases

IRS and State Tax Representation

• Represent individual and business clients before IRS and state tax authorities
• Communicate with IRS and state personnel via phone, correspondence, and e-Services
• Negotiate offers in compromise, installment agreements, penalty abatements, and other collection alternatives
• Handle cases involving Currently Not Collectible (CNC) status, innocent spouse relief, levy and garnishment releases, and lien resolution
• Manage Collection Due Process hearings, trust fund recovery cases, and collection procedures
• Handle voluntary disclosure matters at federal and state levels when appropriate
• Stay current on IRS and state collection procedures, Internal Revenue Manual (IRM) guidelines, Collection Statute Expiration Date (CSED) rules, and tax resolution requirements

Case Management, Technology, and Documentation

• Manage a caseload of approximately 75 to 100 active cases
• Utilize case management systems, tax software, document tools, automation, and AI-enabled tools to enhance organization, consistency, and quality
• Prepare, review, and submit financial documentation including Forms 433-A, 433-B, and 433-F
• Track time accurately and maintain comprehensive case documentation
• Manage deadlines for IRS, state, court, and internal processes
• Identify opportunities to improve workflows, templates, checklists, and client communications
• Delegate administrative tasks to support staff and provide guidance to engagement managers

Required Qualifications

• Active Enrolled Agent (EA) designation, CPA license, or attorney license in good standing
• CPA candidates must hold a bachelor’s degree from an accredited institution
• Minimum 5 years of direct experience in tax resolution, tax controversy, IRS collections, or closely related tax representation
• Hands-on experience negotiating offers in compromise and installment agreements
• Strong knowledge of IRS collection processes, IRM procedures, and CSED calculations
• Experience representing both individual and business clients, including matters involving Forms 1040, 1120, and 1065
• Ability to manage a high-volume caseload effectively
• Proficiency with Google Workspace, Microsoft Office, Adobe Acrobat, tax software, and case management systems
• Comfortable using AI-enabled tools, automation, templates, and workflow systems responsibly to improve quality and efficiency
• Quick learner with the ability to adapt to new software and changing tools
• Exceptional written and verbal communication skills
• Self-directed, organized, and able to manage cases with limited supervision
• Ability to pass a pre-employment background check consistent with applicable law
• Must be authorized to work full-time in the United States; visa sponsorship is not available for this position

Preferred Qualifications

• Experience with multi-state tax resolution or voluntary disclosure programs
• Background in a tax law firm, CPA firm, tax advisory practice, or boutique resolution practice
• Experience preparing individual and business tax returns, including Forms 1040, 1120, 1065, 940, 941, and 1099
• Familiarity with tax software platforms such as Canopy Tax, Pitbull Tax, or ProConnect
• Experience using AI tools, document automation, workflow automation, or legal/tax technology platforms
• Familiarity with Apple/macOS operating systems
• Bilingual in English and Spanish

Benefits

• Base salary of $72,000 to $100,000 per year, depending on experience
• Discretionary quarterly bonus opportunity
• Firm-paid medical, dental, and vision insurance (subject to plan terms)
• Two weeks paid time off, with accrual beginning after the first 90 days of employment
• Support from administrative, engagement, and client care teams
• Access to modern technology tools to support high-quality tax resolution work
• Provision of all necessary equipment including laptop and desk phone

Benefits are subject to plan terms and may be modified at the employer’s discretion.

Remote Work Requirements

Remote candidates must:

• Reside and perform all work from an approved remote-work state
• Maintain a private, professional workspace suitable for confidential client communications
• Have reliable high-speed internet access
• Be available during regular business hours Monday through Friday, 8:00 a.m. to 5:00 p.m. CST
• Participate in video meetings, client calls, and internal team meetings
• Use firm-approved technology tools and systems consistently and securely
• Maintain confidentiality and comply with data security policies
• Be authorized to work in the United States and perform work from an approved remote-work state

Additional Information

• This position is open to direct applicants only; third-party recruiters or agencies should not apply or contact regarding this role.
• Employment is at-will and may be terminated by either party at any time, with or without cause or notice.
• The employer is an equal opportunity employer and does not discriminate based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age (40 or older), disability, genetic information, veteran status, or any other characteristic protected by applicable law.