Tax Resolution Specialist

Job Purpose:
To assist the Tax Resolution/Compliance Manager with substantive analysis of tax notices and resolution of same. This role involves supporting work connected to jurisdictional audits (IRS and state/local).
Key Responsibilities:
Tax Notice Analysis and Response:

• Analyze various tax laws, regulations, and procedures.
• Summarize tax information from client tax notices.
• Support the team in the formulation of responses relating to assigned tax notices.
• Under the direction of the Tax Resolution/Compliance Manager, communicate with tax jurisdictions to seek resolution of notices and respond to audit information requests.

Client Communication:

• Speak with clients for scheduling and address entry-level questions regarding their tax notices and audits.
• Coordinate scheduling of meetings with client and team members, as well as taxing jurisdiction representatives.
• Solicit and coordinate POA (Power of Attorney) forms and responsibilities as needed.
• Communicate recommendations for client action as well as status, resolution, and outcomes of notices and audits.

Tax Resolution:

• Perform required research of client history, filings, and facts and circumstances to determine the nexus of notices and/or audit requests.
• Communicate with taxing jurisdictions to pursue abatement, mitigation, and/or the resolution of notices and audits.

Process Improvement:

• Continuously improve tax analysis and preparation processes.
• Implement best practices to enhance accuracy and efficiency.

Administrative Tasks:

• Ensure all client documentation is accurately recorded and maintained.
• Perform all other duties as assigned by Company management to support the overall objectives of the organization.

Competencies:
Integrity

• Consistently demonstrates ethical behavior.
• Addresses minor ethical issues independently.
• Ensures confidentiality and privacy in more complex situations.

Accountability

• Manages own workload and meets deadlines with minimal supervision.
• Takes responsibility for the outcomes of projects.
• Proactively addresses issues and takes corrective actions.

Customer Focused

• Addresses customer needs independently.
• Handles more complex customer inquiries and complaints.
• Consistently seeks ways to improve customer satisfaction.

Time Management / Organization

• Plans and organizes own work efficiently.
• Balances multiple tasks and projects effectively.
• Uses advanced organizational tools to manage time.

Communication

• Communicates effectively in a variety of settings.
• Tailors messages to the audience and situation.
• Facilitates productive discussions and meetings.

Teamwork

• Contributes to team goals and objectives.
• Builds positive relationships with team members.
• Resolves minor conflicts within the team.

Self-Motivated

• Takes initiative to improve processes and outcomes.
• Manages own workload and sets personal goals.
• Pursues continuous learning and development.

Required Qualifications:

• Minimum EA (Enrolled Agent), CPA, or attorney with tax specialization.
• Minimum 2 years of experience with public accounting, corporate tax, and/or accounting at a firm, State Department of Revenue, or company.
• Minimum 1 year of experience in reading and interpreting tax notices and audit communications.
• Strong understanding of tax code, tax returns and business entities.
• Intermediate knowledge of Microsoft Excel (using SUM function, setting borders, setting column width, inserting charts, using text wrap, sorting, setting headers and footers, and/or print scaling).
• Experience with tax software.
• Ability to work in a fast-paced environment with minimal supervision.
• Excellent time management and problem-solving skills.
• Excellent verbal and written communication skills.
• High degree of accuracy and attention to detail.

Preferred Qualifications:

• Bachelor’s Degree in Accounting or Finance.
• Additional certifications or coursework related to advanced tax strategies or financial management.

Performance Metrics:

• Client Satisfaction: Measured by client feedback and satisfaction survey results.
• Efficiency: Timely completion of tax analysis and resolution tasks.
• Communication: Responsiveness to client communication and effective team collaboration.
• Accuracy: Ensuring accuracy in research and communication connected to tax resolution and audit work.

Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work 6 years in a row by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.
Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.
At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.
We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.
Anderson Advisors offers robust benefits including:

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program
• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 8 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.

Please note that a full background check and drug screen are required for employment.