Tax Resolution Specialist

Clayton Services

Houston, TX

Apply

JOB DETAILS

SALARY

$21–$25 Per Hour

SKILLS

Accounting, Business Administration, Communication Skills, Conflict Resolution, Corporate Policies, Customer Relationship Management (CRM) Systems, Customer Support/Service, Customer Training, Detail Oriented, Documentation, Finance, Follow Through, IP (Internet Protocol), IRS (Internal Revenue Service), Information/Data Security (InfoSec), Maintain Compliance, Organizational Skills, Prepare Correspondence, Presentation/Verbal Skills, Problem Solving Skills, Sales Management, Small Business, State Tax, Tax Accounting, Tax Operations, Tax Returns, Tax Software, Time Management, Writing Skills

LOCATION

Houston, TX

POSTED

13 days ago

Clayton Services is searching for a Tax Resolution Specialist to join a thriving company in the Houston Galleria area. The Tax Resolution Specialist will manage client cases from intake through resolution while providing exceptional customer service and maintaining strict confidentiality. The ideal candidate is organized, resourceful, confident, and capable of thriving in a fast-paced small-business environment.

Job Type: Temp-to-Hire
Pay Rate: $21.00 - $25.00/hour plus commission and bonuses
Benefits: Excellent benefits are available upon successful completion of the temporary period.

Tax Resolution Specialist Responsibilities:

Serve as the primary contact for clients regarding IRS notices, tax disputes, balances owed, audits, refund delays, and compliance issues
Review and interpret IRS and state tax correspondence and determine appropriate next steps
Educate clients on tax processes, timelines, and resolution strategies
Gather supporting documentation and coordinate responses to IRS inquiries
Prepare and organize case files, transcripts, and supporting documentation
Track and manage cases from intake through resolution
Monitor deadlines and follow up on pending client matters
Communicate with tax preparers, accountants, and management regarding complex tax issues
Assist with payment plans, installment agreements, Form 2848, and related documentation
Maintain accurate notes within CRM and tax software systems
Communicate with IRS and state tax agencies when authorized
Ensure compliance with company policies and IRS data security requirements
Provide support during peak tax seasons and assist with additional client service activities as needed

Tax Resolution Specialist Skills and Abilities:

Strong verbal and written communication skills
Excellent customer service and conflict resolution abilities
Ability to explain complex tax matters in simple, understandable terms
Strong problem-solving and critical-thinking skills
Exceptional organization and follow-through
Ability to work independently and make sound decisions
Strong attention to detail and deadline management
Comfortable working in a fast-paced, occasionally chaotic environment
Professional, confident, and highly personable
Ability to adapt and contribute in a small business setting

Tax Resolution Specialist Education and Experience:

Associate's or Bachelor's degree in Accounting, Finance, Business Administration, or related field preferred
Minimum three years of experience in tax resolution, tax preparation, IRS correspondence handling, or tax office operations
Prior experience within a tax preparation firm, accounting practice, or tax resolution company strongly preferred
Working knowledge of:
- IRS notices and collections procedures
- Tax transcripts and IRS account navigation
- Installment agreements and payment plans
- Identity theft and IP PIN procedures
- Individual and business taxation concepts
Experience with Drake software or similar tax preparation systems preferred

Tax Resolution Specialist - Immediate need. Apply today!

About the Company

Clayton Services

Clayton Servies is a Houston-based staffing and recruiting firm. For over 37 years, Clayton Services has been helping talented job seekers find great job opportunities with leading companies including multiple Fortune 1000 organizations. Apply today to make your job search easy!

COMPANY SIZE

100 to 499 employees

INDUSTRY

Staffing/Employment Agencies

FOUNDED

1984

WEBSITE

http://www.claytonpersonnel.com