About this role
Paired is a global staffing and recruiting agency dedicated to connecting outstanding remote talent with leading companies. We are currently partnering with a US-Based company to find a Tax Operations & Client Success Specialist who will ensure smooth tax operations and provide excellent client support remotely.
As a Tax Operations & Client Success Specialist, you will play a vital role in managing tax-related processes and fostering positive relationships with clients. You will collaborate with various teams to ensure tax compliance and deliver exceptional service to clients.
Key ResponsibilitiesClient Communication & Coordination Manage client communications via phone and email. Follow up on outstanding documents and requests. Provide updates on tax return status and workflow progress. Coordinate appointments and scheduling. Route technical tax questions to the appropriate team members. IRS & Tax Administration Contact the IRS and Franchise Tax Board regarding notices and correspondence. Pull tax transcripts and maintain detailed records. Request penalty abatements and assist with administrative tax resolutions. Research balances, payments, filing history, and notices. Follow up on unresolved client matters. Entity Filings & Compliance Support Assist with LLC formations and business registrations. Coordinate Secretary of State filings and Statements of Information. Support S-Corporation election filings. Track compliance deadlines and annual filing requirements. Workflow & Operations Coordinate quarterly estimated tax payment schedules. Maintain internal tracking systems and spreadsheets. Support tax return workflow management and delivery. Keep client records accurate and up to date. Serve as a liaison between clients and internal departments. Requirements
Must be an IRS Enrolled Agent. This is required, not preferred. Previous experience working in a U.S. tax office, CPA firm, or tax preparation environment. Strong understanding of IRS processes, tax notices, transcripts, POAs, payment plans, and client tax documentation. Experience communicating with the IRS and supporting clients with tax-related matters. Excellent English communication skills, both written and verbal. Strong administrative, organizational, and follow-up skills. Ability to manage multiple client cases, deadlines, and urgent requests in a fast-paced environment. High attention to detail and ability to handle confidential information professionally. Comfortable using tax software, CRM systems, Google Workspace, Microsoft Office, or similar tools. Client-facing experience is strongly preferred.Benefits
Benefits Competitive salary (USD) Work From Home Flexible hours