Tax Resolution Specialist - Lead

The Law Office of Jason Carr, PLLC
Location: Rockwall, Texas
Employment Type: Full-time, Hybrid-Remote
Schedule: Monday-Friday, 40 hours per week

Position Overview

We are seeking an experienced Enrolled Agent and/or CPA to join our team as a Tax Resolution Specialist - Lead. This role involves managing all aspects of client tax resolution matters from initial consultation through final resolution. You will work directly with clients and handle complex IRS cases including examinations, appeals, compliance checks, installment agreements, penalty abatements, currently not collectible status determinations, and offers in compromise.

Our firm provides comprehensive on-site support including administrative assistance, case management, and client care services to ensure your success in this position.

Compensation & Benefits

Base Salary: $72,000 annually
Additional Compensation: Performance-based bonus opportunities & two-weeks paid time off
Work Arrangement: Hybrid schedule - Office (Monday-Thursday) / Remote (Friday)

Essential Job Functions

Client Relations & Communication

• Maintain regular communication with clients to ensure satisfaction and case progress

• Provide clear explanations of tax resolution processes and options

• Serve as primary point of contact throughout the resolution process

IRS Representation & Case Management

• Communicate professionally and promptly with IRS personnel via phone, email, and correspondence

• File and manage IRS tax resolution programs including:

  • Currently Not Collectible (CNC) status applications

  • Installment agreement negotiations

  • Innocent spouse relief petitions

  • Offers in compromise (when appropriate)

• Remove or resolve IRS garnishments, levies, and federal tax liens

• Prepare, review, and submit required financial documentation to the IRS

• Handle compliance calls and correspondence with IRS authorities

Administrative & Management Duties

• Accurately track and document time spent on each case

• Manage daily workflow and ensure all deadlines are met

• Prioritize and manage caseload of 75-100 active cases

• Delegate appropriate tasks to support staff

• Provide direction to Engagement Managers to advance case resolutions

• Collaborate professionally with management and sales teams

Required Qualifications

Professional Credentials

• Active Enrolled Agent license and/or CPA certification in good standing with the IRS

• Bachelor's degree from an accredited institution

Experience Requirements

• Minimum 3-5 years of hands-on experience working IRS tax resolution cases

• Demonstrated ability to manage high-volume caseloads (75-100 active cases)

• Must be able to work in our Rockwall, TX office Monday through Thursday

Technical Skills

• Proficiency in Google Workspace, Microsoft Office (specifically Word and Excel) and Adobe Acrobat software

• Experience with Apple Operating Systems is a plus

• Experience with tax software platforms (Canopy, Pitbull, ProConnect preferred)

• Superior written and verbal communication skills

Additional Requirements

• Must pass background check prior to employment

• Ability to work independently and as part of a team

• Strong organizational and time management skills

Preferred Qualifications

• Experience preparing individual and business tax returns (1040s, 1120s, 1065s, 940s, 941s, 1099s)

• Bilingual capabilities (English/Spanish)

• Previous experience with ProConnect tax software

Physical Requirements & Working Conditions

This position requires the ability to:

• Work in an office environment Monday through Wednesday

• Work remotely Thursday and Friday with reliable internet connection

• Communicate effectively via phone, email, and video conferencing

• Use standard office equipment including computer, phone, and printer

Equal Opportunity Statement

The Law Office of Jason Carr, PLLC is an equal opportunity employer committed to workplace diversity. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law.

How to Apply

Submit your resume online at: https://carrtaxlaw.com/resume-form/ 

Application Requirements:

• Complete online application form

• Upload resume in PDF format (maximum 2MB file size) 

• Provide contact information and personal comments (optional)

Note: This job description is not intended to be all-inclusive. The employee may be required to perform other related duties as assigned to meet the ongoing needs of the organization.