Paired is a global staffing and recruiting agency dedicated to connecting outstanding remote talent with leading companies. We are currently partnering with a US-Based company to find a Tax Operations & Client Success Specialist who will ensure smooth tax operations and provide excellent client support remotely.
As a Tax Operations & Client Success Specialist, you will play a vital role in managing tax-related processes and fostering positive relationships with clients. You will collaborate with various teams to ensure tax compliance and deliver exceptional service to clients.
Key Responsibilities
Client Communication & Coordination
Manage client communications via phone and email.
Follow up on outstanding documents and requests.
Provide updates on tax return status and workflow progress.
Coordinate appointments and scheduling.
Route technical tax questions to the appropriate team members. IRS & Tax Administration
Contact the IRS and Franchise Tax Board regarding notices and correspondence.
Pull tax transcripts and maintain detailed records.
Request penalty abatements and assist with administrative tax resolutions.
Research balances, payments, filing history, and notices.
Follow up on unresolved client matters. Entity Filings & Compliance Support
Assist with LLC formations and business registrations.
Coordinate Secretary of State filings and Statements of Information.
Support S-Corporation election filings.
Track compliance deadlines and annual filing requirements. Workflow & Operations
Coordinate quarterly estimated tax payment schedules.
Maintain internal tracking systems and spreadsheets.
Support tax return workflow management and delivery.
Keep client records accurate and up to date.
Serve as a liaison between clients and internal departments. Requirements
Prior experience working in a U.S. tax office, CPA firm, accounting firm, or tax resolution firm.
Experience handling IRS correspondence and tax-related administrative workflows.
Strong written and verbal English communication skills.
Excellent organizational skills and attention to detail.
Comfortable speaking with clients and government agencies.
Strong proficiency with Google Workspace and spreadsheets.
Ability to manage multiple priorities in a fast-paced environment. Benefits
Benefits
Competitive salary (USD)
Work From Home
Flexible hours
