Tax Resolution Specialist

Diagnose and evaluate notices, tax returns, and any other supporting documents in our secure portal to determine the severity of the potential impact on the taxpayer’s financial well\-being. Communicate with clients and tax preparers daily to provide regular case updates. Prep cases for a professional response by reviewing income, expense, and personal data documents, preparing case summaries that outline the case issues, and documents being submitted to the taxing authority. **Duties/Responsibilities:** **** Diagnose and evaluate notices, tax returns, and any other supporting documents in our secure client portal to determine the severity of the potential impact to the taxpayer’s financial well\-being. **** Escalate case to Special Cases if determined that case requires Reasonable Cause Penalty Abatement, Financial Analysis, or Power of Attorney. Escalate to Stage Lead with a detailed description of why it qualifies as a Special Case using industry experience and tax code knowledge base. **** Research specific and /or complicated tax issues, as necessary, to prep case for a professionally written response, siting research and documents to defend tax return. **** Utilize correct tax knowledge and reasoning to assess all tax notices for each case and communicate information effectively to clients and EROs.  Thoroughly review and understand notices from taxing authority. **** Review the tax return in its entirety, comparing it to the notice for adjustments made by the taxing authority. **** Confirm the root cause of the issue.  Determine specific documents that are unique to each case.  Write a case summary that details the problem, our response approach, and documents being submitted to defend the tax return credits and deductions.  Complete initial client contact within 24 hours of assignment of case.  Understand the process flow and move cases forward according to procedures.  Be available and responsive for other stages, as needed, for questions.  Be available for company and stage meetings/training (via phone or Zoom video).  Assist other specialists or other departments during downtime.  Handle all tasks, calls, trainings, meetings, and emails/chats professionally.  Ensure that all customer service deadlines are met (PCAs, follow\-ups, etc.) as needed. **Required Skills/Abilities:**  Excellent verbal and written communication skills.  Excellent interpersonal and customer service skills.  Excellent customer service skills.  Excellent organizational skills and attention to detail.  Excellent time management skills with a proven ability to meet deadlines.  Strong analytical and problem\-solving skills.  Ability to prioritize tasks and escalate them when appropriate.  Ability to function well in a high\-paced, high\-volume, and, at times, stressful environment.  Proficient with Microsoft Office Suite, Salesforce, Sharefile, Box and/or related software.  Ability to learn and adhe