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MoneySolver · 15 hours ago

Contract Attorney/CPA/Enrolled Agent -Tax Resolution

United States

Full-time, Contract

Remote

Senior Level

MoneySolver, also known as Tax Defense Network (TDN), is a national tax company dedicated to providing superior customer service and affordable tax debt solutions. The Affiliate Network Partner is responsible for negotiating client tax resolutions and completing tax returns while serving as the main point of contact throughout the case.

ConsultingCreditFinancial Services

Responsibilities

Negotiating client tax resolutions and completing tax returns

Acting as the main point of contact throughout the case

Working in conjunction with TDN procedures

Using provided case management system

Adhering to best practices

Working within the confines of all regulatory compliance standards

Displaying strong leadership skills

Promoting synergy and providing guidance and direction on case strategy

Resolving customer service issues

Withholding guidance

Dealing with complex client matters

Ensuring compliance with tax professional standards and ethics

Qualification

Tax resolution experienceIRS processes knowledgeFinancial statement analysisInternal Revenue Manual understandingCase management softwareAnalytical skillsCustomer service skillsResearch skillsLeadership skillsProblem solving skillsOrganizational skillsWritten communicationOral communicationAttention to detail

Required

Must have successfully completed at least 50 tax resolution cases directly with the IRS through the ACS

Strong experience reviewing and analyzing financial statements to resolve cases such as Offers in Compromise (OIC), Penalty Abatements (PA), Installment Agreements (IA), and Currently Not Collectible (CNC) statuses

This role does not offer on-the-job training for tax resolution or tax preparation

The partner is expected to hit the ground running with both tax resolution and tax preparation work

Training provided is limited to our internal case management software and IT setup

Must use their own equipment, as company equipment is not provided

Display strong leadership skills, promoting synergy and providing guidance and direction on case strategy, customer service issues, withholding guidance, and complex client matters

Extensive knowledge of IRS processes and procedures; including collections, examinations, innocent spouse, and offer in compromise, appeals, advisory, penalty abatement and ID theft

Comprehensive understanding of the Internal Revenue Manual and the capacity to build arguments using IRS policy, revenue procedures, and law

Capacity to work with and resolve all income and debt types

Ability to meet crucial deadlines

Ensure compliance with tax professional standards and ethics

Acts in a manner consistent with the rules and standards of both his/her governing professional organization and IRS Circular 230

Problem solving skills, strong analytical and organizational skills

Strong written and oral communication skills

Strong attention to detail, reliable and motivated

Self-starter

Strong research and information background

Strong customer service skills are a must