1133 - Client Operations & IRS Resolution Coordinator

📋 Description

• Own the firm9;s client tracker and practice-management system: every task assigned, dated, and
• Run the intake and onboarding pipeline: engagement checklists, records collection from clients
• Coordinate and follow up across the internal team (preparers, accountants, licensed reviewers)
• Maintain document hygiene: client files organized, portal requests current.
• Provide clear written status: daily updates and a weekly view of what9;s on track, at risk, or
• Call the IRS Practitioner Priority Service (PPS) and ACS on behalf of clients; obtain account data

🎯 Requirements

• 3+ years in a tax, accounting, or IRS-resolution practice, or a comparable professional-services
• Direct IRS phone experience: comfortable getting through, asking the right questions, documenting
• Systems-and-checklists temperament: documentation-first, steady, precise.
• Works to dates and communicates in writing without being chased.
• Comfortable with modern cloud tools and AI-assisted workflows, or quick to adopt them (Financial

🎁 Benefits

• Remote work
• 40 hours per week
• Full-time contract, through a payroll platform
• Remote work allocated at our client