Client Operations, IRS Resolution Coordinator

This is a fully remote position, open to applicants in Latin America.

📋 Description

• Take charge of the firm's client tracking and practice-management system, ensuring that every task is assigned, dated, and up-to-date, with complete client records.

• Manage the intake and onboarding process, which includes engagement checklists and the collection of prior-year returns, bookkeeping access, and source documents.

• Verify that all necessary information is available prior to committing to work.

• Coordinate and follow up with preparers, accountants, and licensed reviewers; proactively monitor deadlines and highlight any delays early.

• Keep client files organized and maintain current portal requests.

• Deliver daily written status reports along with a weekly overview of on-track, at-risk, and blocked tasks.

• Contact the IRS Practitioner Priority Service and ACS on behalf of clients.

• Gather account data and organize as well as summarize transcripts.

• Monitor authorizations using Forms 2848/8821.

• Prepare Collection Information Statements (433-F/433-A).

• Assist with installment agreements and CNC determinations for review and submission by the licensed team.

• Follow up on unresolved IRS matters, including notice deadlines, hold expirations, and promised callbacks.

⛳️ Requirements

• Fluency in English.

• Residing in Latin America.

• A minimum of 3 years of experience in tax, accounting, or IRS-resolution practice, or a similar role in professional services operations.

• Direct experience with IRS phone communications.

• Capability to document calls effectively and ask pertinent questions.

• A documentation-focused, steady, and precise work style.

• Ability to meet deadlines and communicate in writing without requiring reminders.

• Comfort with modern cloud technologies and AI-assisted workflows.

• Familiarity with practice-management tools such as Financial Cents, Karbon, Canopy, as well as QuickBooks Online and e-signature/billing platforms.

🏝️ Benefits

• Opportunity for remote work.

• Full-time contract facilitated through a payroll platform.

• 40 hours of work per week.

• Firm support for candidates pursuing Enrolled Agent credentialing.