What are the responsibilities and job description for the Tax Pro position at myTOD?
Job Title: Tax Professional
We are seeking a highly skilled Tax Professional to operate as a designated Powers of Attorney, negotiating with the IRS & State taxing authorities on behalf of our clients.
The successful candidate will be responsible for determining the most beneficial resolution outcome for each client and delivering that outcome through effective communication with taxing authorities. Working closely with our team of Case Managers, they will ensure that clients' needs are reasonably met, including compliance, deadlines, representation, tax advisory, and fiduciary duties.
Key Responsibilities:
- Conduct thorough financial analyses to determine the best possible resolution options for assigned clients.
- Prepare all resolution programs, including Offers in Compromise, Installment Agreements, Partial Pay Installment Agreements, Non-Collectible Statuses, Penalty Abatements, etc.
- Negotiate with Revenue Officers and meet corresponding deadlines.
- Collaborate and strategize best courses of action with Case Managers.
- Collaborate with corporate management teams on special projects.
- Facilitate one-on-one training when needed and assist in expanding knowledge base of location CMs.
- Effectively communicate ongoing issues with corporate management team.
Requirements:
- Enrolled Agent, CPA or Licensed Attorney is mandatory, as is good standing with the IRS.
- Associate, bachelor's or master's Degree preferred.
- 2 Years of tax service experience.
- Effective communication and client relations skills.
- Ability to manage a large client base with deadlines, urgency, and prioritization management.
- 2 years of Microsoft Office & CRM experience preferred.
