Apply on Employer Site

Tax Relief Advocates · 1 day ago

Resolution Analyst I

Irvine, CA

Full-time

Onsite

New Grad, Entry Level

$21/hr - $21/hr

Tax Relief Advocates is committed to serving clients with integrity and empathy, aiming to make a meaningful impact nationwide. The Resolution Analyst I plays a key role in analyzing clients' tax documents and financial data to develop strategic resolution plans, ensuring client success through accurate analysis and clear communication.

ConsultingFinanceFinancial ServicesProfessional Services

Growth Opportunities

Responsibilities

Review and interpret tax returns, IRS transcripts, financial statements, and related records to assess clients' tax situations and identify discrepancies or opportunities

Research and identify potential tax optimization, savings, resolution options (e.g., payment plans, offers in compromise, penalty abatement), and compliance solutions based on current tax laws and IRS guidelines

Create comprehensive, client-specific plans incorporating tax-saving strategies, resolution pathways, and alignment with clients' objectives

Work closely with tax professionals, resolution specialists, and other team members to ensure cohesive, high-quality client services and effective case progression

Prepare clear reports, summaries, and explanations of analysis for clients and internal teams; communicate complex tax information effectively in writing and verbally

Perform other related duties as assigned, including supporting case documentation, follow-up on IRS inquiries, and maintaining accurate records

Qualification

IRS Tax Investigation sheetsTax preparationAnalytical skillsMicrosoft OfficeMathematical calculationMulti-taskingMemory retentionTax resolutionCommunication skillsInterpersonal skills

Required

High School Diploma or Equivalent required

Ability to read and interpret IRS Tax Investigation sheets, basic tax knowledge, and IRS Transcripts (e.g., account transcripts, wage & income transcripts)

Strong analytical skills with attention to detail and ability to exercise self-awareness, self-regulation, motivation, empathy, and a service-oriented mindset

Proficiency in written and oral communication, including clear articulation of instructions and information in person and over the telephone; good etiquette and professional demeanor

Computer proficiency in a professional environment: Microsoft Office (Word, Excel, Outlook for scheduling/email), internet navigation, and basic data entry

Accurate mathematical calculation abilities

Positive, professional interpersonal skills for interfacing with clients, colleagues, and stakeholders

Effective multi-tasking, prioritization, and time management to meet client needs as the top priority

Good memory retention and knowledge application skills

Preferred

Additional coursework in accounting, taxation, or related fields preferred but not required

Prior experience in tax preparation, tax resolution, accounting support, or reviewing financial/tax documents preferred (entry-level candidates with strong analytical skills and willingness to learn will be considered)

Familiarity with tax resolution processes, IRS procedures, or tools for transcript analysis