Tax Resolution Assistant (United States or U.S. Territories)

Location: Remote; must be based in the United States or a U.S. territory, such as Puerto Rico or Guam

Company

hirify.global is recruiting for a U.S.-based tax resolution firm.

What you will do

• Gather, organize, and review client tax documents, including W-2s, 1099s, and supporting documentation.
• Import client information into ProConnect, verify automated entries, identify discrepancies, and complete manual data entry when needed.
• Maintain accurate client records and track documents and information across active tax resolution cases.
• Follow up on missing documentation and support administrative and data-entry tasks throughout the case process.
• Communicate professionally and empathetically with clients when information or documentation is required.
• Learn new systems, processes, and tax-resolution procedures while developing toward more autonomous case support.

Requirements

• Minimum two-year college degree in any field.
• Strong attention to detail, accuracy, organization, and prioritization skills.
• Excellent data-entry, computer, written communication, and verbal communication skills.
• Comfort working with spreadsheets, databases, and software systems.
• Ability to learn new software and processes quickly and work independently in a relatively unstructured environment.
• Must be based in the United States or a U.S. territory.

Nice to have

• Experience with ProConnect or other tax software.
• Experience in tax, accounting, financial services, professional services, data entry, or document processing.
• Experience handling sensitive or confidential client information.
• Customer service experience with stressed or frustrated clients.

Culture & Benefits

• Remote work arrangement.
• Long-term career path in tax resolution.
• Opportunity to develop into a self-sufficient tax resolution professional.
• Potential to build skills supporting client cases and negotiating payment plans with the IRS.