Attorney, CPA or Enrolled Agent - Tax Resolution (ON-SITE)

This position will require on-the job-training for a minimum of 90 days. You will be commuting to our offices in Southside Jacksonville during this period of time.

If you are a tax professional looking to increase your tax resolution background, this is the job for you! Once fully trained, the Licensed Tax Professional (LTP), is responsible for the negotiation and submission of MoneySolver client tax resolutions. The LTP is expected to handle a pipeline of approx. 200 tax resolution cases from multiple Tax Analysts. The tax professional must have sharp critical thinking skills, professional writing skills and be highly knowledgeable of IRS processes and regulations to be able to identify and address nuanced issues across the entire tax resolution spectrum. The LTP is responsible for providing quality and compliance oversight as required by best practices and Circular 230 and is expected to display strong leadership skills in working with employees and clients.

Who We Are

We are MoneySolver (also known as Tax Defense Network), a national tax company that is dedicated to changing the lives of our clients by providing superior customer service and affordable tax debt solutions. Since 2007, we have worked tirelessly to be one of the best in the tax debt servicing industry by ensuring our customers’ best interests are always put first. Our Servicing Department is an ever-growing part of MoneySolver and has helped thousands of customers improve their credit lives.

Why Work Here

Full range of benefits including medical, dental, vision, disability, etc.

• Dental Coverage - $1.00 (bi-weekly employee only)
• 401k Plan with match that vests immediately.
• Unlimited PTO
• 4 weeks paid parental leave (childbirth or adoptions)
• Bereavement policy that includes pets
• $25 Tax Preparation
• Free $20k Life Insurance
• Free Credit Coaching and Monitoring
• Free Tax Resolution Services
• Free Student Loan Solver Program
• Free Employee Assistance Program
• EE Bonus Referral Program

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• The LTP acts in a manner consistent with the rules and standards of both, their governing professional organization and IRS Circular 230 and to set an example for those around them.
• Strong knowledge of IRS processes and procedures; including collections, examinations, innocent spouse, and offer in compromise, appeals, advisory, penalty abatement, and ID theft.
• A thorough understanding of the Internal Revenue Manual and the capacity to build arguments using IRS policy, revenue procedures, and law.
• Ability to efficiently and competently review financial statements; including analyzing income, assets and various advantages of outcomes Tax Analyst has proposed.
• Responsible for ad hoc leadership and oversight to Tax Analysts on case progression and case decision making. This will include a focus on the following and providing correction when necessary.
• Ensure client cases are being appropriately worked and all contracted services are being addressed, with the ultimate goal of completion as appropriate.
• Ensure the work product being submitted to them meets the criteria of IRS Circular 230, as well as the ethical standards of other professional organizations the individual belongs to.

• Licensed Attorney in good standing with the Bar of a US Jurisdiction.
• Enrolled Agent in good standing and authorized to practice with the Internal Revenue Service.
• Certified Public Accountant in good standing with a US Jurisdiction.

YOU MUST HAVE:

• One-year experience in tax resolution case management or equivalent.
• Sharp critical thinking skills
• Proficiency with the MS Office Applications
• Ability to meet crucial deadlines.
• Extensive knowledge of IRS policies, processes, and procedures.
• Thorough understanding of the Internal Revenue Manual.
• Strong leadership skills.
• Impeccable professional writing and grammar.
• Commendable customer service skills.
• Motivation to work with other tax professionals as a team on a regular basis.

SKILLS, KNOWLEDGE, AND ABILITIES:

• Problem solving skills, strong analytical and organizational skills.
• Strong written and oral communication skills.
• Strong attention to detail, reliable and motivated.
• Self-starter, ability to thrive in a fast-paced work environment.
• Strong research and information background.
• Excellent customer service
• Leadership skills and ability to create a positive working      relationship with supporting staff 

PHYSICAL DEMANDS: 

• Sitting at a desk and working on a computer for prolonged periods. 
• Continuously requires close vision, talking, hearing, using hands and fingers, twisting, standing, walking, reaching, kneeling, bending, crouching and keyboarding.
• Occasionally requires lifting, carrying, pushing/pulling, reaching overhead and reaching at or below shoulder level.
• Frequent light work that includes moving objects up to 15 pounds.

WORK ENVIRONMENT: 

• Indoor office setting. 
• Noise level usually quiet to moderate.
• Working in close proximity to others (not applicable to remote or work-from-home status)

DISCLAIMER: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It in no way implies that these are the only functions to be performed by the incumbent. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. All functions are subject to reasonable modification to accommodate individuals with disabilities. MoneySolver is an Equal Opportunity Employer.