Paralegal
Provide exceptional client service in every interaction with our clients, building and maintaining a client relationship as you gather the information needed for the resolution of tax issues.
· Review and analyze the client’s financial situation and documents including wage and income statements
· Define the best resolution option / desired outcome for our clients and present the recommended solution to clients for buy-in
· Negotiate with the IRS and/or State taxing agency to release wage and/or bank levies.
· Negotiate final resolution with the IRS and/or State taxing agency
· Negotiate and file Offer In Compromise (OIC), Installment Agreements (IA), and Currently Non Collectible (CNC) and Penalty Abatements with IRS and State tax agencies
· Experience preparing taxes, both personal and business, required
· Active credentials and demonstrated experience working as a Licensed tax professional with an existing CAF number
· Clear and effective communication skills required - working regularly with clients and staff/co-workers
· Strong attention to detail, problem solving / analytical abilities
· Exceptional organizational and time management skills with proven ability to meet crucial deadlines
· Previous negotiation or tax debt resolution experience, a plus!