Tax Operations & Client Success Specialist for US-Based company (Remote)

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 Responsibilities

Client 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

• Prior experience working in a U.S. tax office, CPA firm, accounting firm, or tax resolution firm.
• Experience handling IRS correspondence and tax-related administrative workflows.
• Strong written and verbal English communication skills.
• Excellent organizational skills and attention to detail.
• Comfortable speaking with clients and government agencies.
• Strong proficiency with Google Workspace and spreadsheets.
• Ability to manage multiple priorities in a fast-paced environment.

Benefits

Benefits

• Competitive salary (USD)
• Work From Home
• Flexible hours