Customer Service Specialist jobs in United States
cer-icon
Apply on Employer Site
company-logo

Abacus! ยท 1 week ago

Customer Service Specialist

Abacus! is an independent, full-service accounting and advisory firm seeking a Customer Service Specialist to join their team. The role involves resolving IRS and state tax notices, supporting clients through audit processes, and ensuring full tax compliance while serving as a liaison between clients and tax authorities.

Bookkeeping and PayrollConsultingHuman Resources
check
Comp. & Benefits
check
H1B Sponsor Likelynote

Responsibilities

Analyze IRS and state tax notices, prepare accurate responses, and determine required actions for resolution
Represent clients in correspondence and negotiations with the IRS and state authorities to resolve penalties, notices, and audits
Prepare audit defense files, collect documentation, and provide guidance on audit expectations and strategies
Conduct technical research to develop compliant responses and identify resolution opportunities
Identify and apply for penalty abatements, tax relief programs, and settlement options
Maintain accurate records of tax notice responses, resolutions, and client communications
Collaborate with internal departments to support integrated tax resolution strategies
Recommend and implement process improvements for handling tax notices and audit cases
Educate clients on notice triggers and compliance practices to prevent recurring issues
Utilize tax software and digital tools to manage client cases efficiently and compliantly

Qualification

Audit DefenseTax ComplianceClient AdvocacyTax ResearchPenalty AbatementDocumentation ManagementProcess ImprovementClient EducationCross-Functional CollaborationCommunication SkillsDetail-Oriented

Required

Detail-oriented
Experienced in audit defense
Skilled in delivering proactive, compliant solutions to reduce clients' tax burdens and improve their overall financial stability
Analyze IRS and state tax notices, prepare accurate responses, and determine required actions for resolution
Represent clients in correspondence and negotiations with the IRS and state authorities to resolve penalties, notices, and audits
Prepare audit defense files, collect documentation, and provide guidance on audit expectations and strategies
Conduct technical research to develop compliant responses and identify resolution opportunities
Identify and apply for penalty abatements, tax relief programs, and settlement options
Maintain accurate records of tax notice responses, resolutions, and client communications
Collaborate with internal departments to support integrated tax resolution strategies
Recommend and implement process improvements for handling tax notices and audit cases
Educate clients on notice triggers and compliance practices to prevent recurring issues
Utilize tax software and digital tools to manage client cases efficiently and compliantly
Analyze and respond to federal and state tax notices with precision and in compliance with current regulations
Serve as the primary contact with tax authorities, representing client interests in audits, correspondence, and negotiations
Prepare supporting documentation and coach clients through audit-related processes and expectations
Use authoritative tax research tools to develop defensible strategies and support responses
Identify opportunities for penalty relief and manage the preparation and filing of abatement requests
Maintain detailed records of all correspondence, filings, and outcomes to meet compliance requirements
Partner with tax, legal, and financial departments to provide a holistic, client-focused resolution experience
This position has no supervision responsibilities
This is a full-time hourly non-exempt position
While performing the duties of this job, the employee works normal office hours (with guilt-free flexibility)
Some weeks over 40 hours will be required
Based in Springfield, MO, but also serve employees in all Abacus! physical locations and those working remotely

Preferred

Bachelor's degree in Accounting, Finance, or a related field
Enrolled Agent

Company

Abacus!

twittertwitter
company-logo
An award-winning firm that believes people deserve better.

H1B Sponsorship

Abacus! has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
2022 (1)

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Andrea Battaglia
CXO - Chief Excellence Officer
linkedin
leader-logo
Bill Dunton
Partner
linkedin
Company data provided by crunchbase