Tax Office Admin, Client Specialist – IRS Enrolled Agent Required

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

📋 Description

• Oversee client communications through phone and email.

• Follow up on pending documents and requests.

• Provide updates regarding the status of tax returns and workflow progress.

• Arrange appointments and manage scheduling.

• Direct technical tax inquiries to the relevant team members.

• Communicate with the IRS and Franchise Tax Board concerning notices and correspondence.

• Retrieve tax transcripts and maintain comprehensive records.

• Request penalty abatements and aid in administrative tax resolutions.

• Investigate balances, payments, filing history, and notices.

• Follow up on unresolved client issues.

• Assist in LLC formations and business registrations.

• Coordinate Secretary of State filings and Statements of Information.

• Support S-Corporation election filing processes.

• Track compliance deadlines and annual filing obligations.

• Organize quarterly estimated tax payment schedules.

• Maintain internal tracking systems and spreadsheets.

• Assist in managing and delivering tax return workflows.

• Keep client records accurate and current.

• Act as a liaison between clients and internal departments.

⛳️ Requirements

• Must be an IRS Enrolled Agent; this is a mandatory requirement.

• Prior experience in a U.S. tax office, CPA firm, or tax preparation setting.

• Strong knowledge of IRS processes, tax notices, transcripts, POAs, payment plans, and client tax documentation.

• Experience liaising with the IRS and assisting clients with tax-related issues.

• Exceptional English communication skills, both written and verbal.

• Strong administrative, organizational, and follow-up capabilities.

• Ability to handle multiple client cases, deadlines, and urgent requests in a fast-paced environment.

• High attention to detail and the ability to manage confidential information with professionalism.

• Proficient in using tax software, CRM systems, Google Workspace, Microsoft Office, or similar tools.

• Client-facing experience is highly preferred.

🏝️ Benefits

• Competitive salary (USD)

• Work From Home

• Flexible hours