Overview
The Case Specialist is responsible for managing tax resolution cases from initial intake through final resolution. This role works directly with clients and the Enrolled Agent to resolve tax liabilities through programs such as Installment Agreements and Offers in Compromise.
Key Responsibilities
- Communicate with clients to gather required financial and tax information
- Prepare and review IRS forms (433-A, 433-B, 656, etc.)
- Analyze financials to determine appropriate resolution strategies
- Assist in structuring Installment Agreements and Offers in Compromise
- Maintain regular client communication and provide status updates
- Track case progress and ensure deadlines are met
- Work with internal team members to move cases through each phase
- Maintain accurate and organized case documentation
Skills and Experience
Qualifications
- Experience in tax, accounting, or financial services preferred
- Knowledge of IRS collections processes is a plus
- Strong attention to detail and organization
- Ability to manage multiple cases simultaneously
- Strong written and verbal communication skills
- Comfortable working with sensitive financial information
Ideal Candidate Traits
- Dependable and consistent with attendance
- Comfortable working in a structured, process-driven environment
- Able to think critically and solve problems
- Strong sense of ownership over assigned cases
- Professional in client interactions
Benefits
Don't miss this chance to enhance your experience in a production environment while enjoying competitive pay and a comprehensive benefits package.
- Weekly pay
- $5 prescription drugs
- $5 doctor's visit copays
- Free teledoctor service
- Free counseling services
- Life insurance included
- Vision insurance included
- Dental insurance included
- Vacation and holiday pay
- Scholarship Opportunities
- 401(k) retirement plan
- Free legal services
- Our unbeatable employee discount program
Apply now so we can hold a spot for you. We can’t wait to talk to you!
––Your Ōnin team
