We are a small tax resolution firm, new to Orange County and growing, seeking a Tax Resolution / Financial Analyst with hands-on tax resolution experience. EA or CPA license is NOT required, but real-world experience is mandatory.
This is a part-time, in-office position (up to 20 hours per week).
Job Responsibilities
Prepare Offer in Compromise (OIC) cases
Prepare Partial Payment Installment Agreements (PPIA)
Assist with Currently Not Collectible (CNC/CA) determinations
Analyze financials and prepare IRS forms (433-A, 433-B, 656, supporting schedules)
Review IRS transcripts and account data
Prepare and/or assist with tax returns including 1040, 1120, 1120-S, and 1065
Support IRS phone calls and case follow-ups
Maintain organized and complete case files
Qualifications (REQUIRED)
Tax resolution experience REQUIRED (OIC, PPIA, CNC)
Familiarity with Drake Tax Software REQUIRED
Strong understanding of IRS collections and financial analysis
Ability to prepare individual and business tax returns
Detail-oriented, analytical, and organized
Reliable and comfortable working in-office
To apply:
Please email your resume and a brief summary of your tax resolution experience and familiarity with Drake Tax.
