Tax Resolution Assistant (United States or U.S. Territories)

We are recruiting on behalf of a U.S.-based tax resolution firm looking for an entry-level Tax Resolution Assistant to join their team.

This is a great opportunity for someone who is highly organized, inquisitive, comfortable working with data, and interested in developing a career in tax resolution. The role is primarily focused on data entry, document management, and maintaining accurate information throughout the tax resolution process rather than complex tax preparation.

The ideal candidate will be a quick learner who isn't afraid to ask questions, can adapt to changing situations, and is motivated to develop into a more autonomous tax resolution professional over time.

Key Responsibilities

Gather and organize client tax documents, including W-2s, 1099s, and other supporting documentation

Review incoming client information for completeness and accuracy

Import client information into ProConnect tax software

Double-check automated data entries and identify discrepancies or missing information

Manually enter information where required

Maintain accurate and organized client records

Track the flow of documents and information throughout active tax resolution cases

Follow up on missing documentation and outstanding information

Support the tax resolution team with administrative and data-entry tasks

Help ensure cases move efficiently through each stage of the process

Communicate professionally and empathetically with clients when information or documentation is required

Learn and apply new processes, systems, and tax-resolution procedures as your knowledge develops

Required qualifications

Minimum 2-year college degree in any field

Strong attention to detail and accuracy

Excellent data-entry and computer skills

Strong written and verbal communication skills

Comfortable working with spreadsheets, databases, and software systems

Strong organizational skills and ability to manage multiple cases or priorities

Ability to learn new software and processes quickly

Comfortable working independently in a relatively unstructured environment

Must be based in the United States or a U.S. territory, such as Puerto Rico or Guam

Preferred qualifications

Experience with ProConnect or other tax software

Previous experience in tax, accounting, financial services, or professional services

Data-entry or document-processing experience

Experience working with sensitive or confidential client information

Customer service experience, particularly in situations where clients may be stressed or frustrated

What We're Looking For

This role is not simply a data-entry position. We're looking for someone who has the potential to grow with the business.

The right person will be

Inquisitive — you ask questions rather than making assumptions

Flexible — you can adapt when the process isn't perfectly defined

Resilient — you take feedback and criticism constructively

Empathetic — you can remain calm and professional when dealing with clients under financial stress

Curious — you genuinely want to understand how things work

Self-motivated — you don't need constant supervision to keep moving

Detail-oriented — you understand that small errors can have significant consequences

A fast learner — you're comfortable learning new systems and developing specialist knowledge

Growth Opportunity

This position is intended to provide a long-term career path within tax resolution.

Initially, the role will focus heavily on data entry, document collection, case administration, and learning the firm's systems and processes. As your knowledge and confidence develop, there is an opportunity to take on greater responsibility and eventually become a self-sufficient tax resolution professional, including developing the skills required to assist with client cases and negotiate payment plans with the IRS.

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