Business Financial Group Logo

Business Financial Group

U.S. Tax Resolution Specialist

Posted Yesterday
Be an Early Applicant
Remote
Hiring Remotely in USA
Senior level
Remote
Hiring Remotely in USA
Senior level
Manage U.S. tax resolution cases from review through completion, including IRS representation, installment agreements, offers in compromise, penalty abatements, liens, and levies. Review notices and transcripts, prepare authorizations and supporting documents, communicate with IRS personnel, track deadlines, document interactions, and maintain accurate case records. This remote, project-based role requires an active EA credential or CPA license, at least five years of direct IRS taxpayer representation experience, strong knowledge of IRS collection processes, and prompt communication.
The summary above was generated by AI

This is a remote position.

Company: Business Financial Group (BFG)
Location: Remote – United States
Engagement: Project-based, part-time
Schedule: Flexible, with availability via WhatsApp or text message for prompt communication and coordination. , 

About Business Financial Group

Business Financial Group (BFG) is a U.S.-based accounting, tax, and financial advisory firm providing tax preparation, tax planning, IRS and state tax resolution, accounting, bookkeeping, payroll, and advisory services.

Position Summary

We are seeking an experienced U.S.-based Tax Resolution Specialist with an active Enrolled Agent (EA) credential or CPA license to handle tax resolution cases and represent clients before the IRS.

Candidates must have at least five years of direct experience representing taxpayers before the IRS. General tax preparation experience alone does not meet this requirement.

This is a project-based, part-time opportunity. Working hours are flexible, provided agreed deadlines are met, cases progress promptly, and the specialist remains accessible for communication and scheduled IRS calls.

Key Responsibilities
  • Manage assigned U.S. tax resolution cases from initial review through completion.

  • Review IRS notices, account transcripts, tax records, and supporting documents to identify issues and recommend appropriate resolution strategies.

  • Represent authorized clients before the IRS and communicate directly with IRS agents, revenue officers, and other relevant personnel.

  • Handle matters such as outstanding tax liabilities, installment agreements, offers in compromise, penalty abatement, collection notices, liens, levies, and other assigned resolution issues.

  • Prepare and submit required authorizations, correspondence, financial statements, and supporting documentation.

  • Coordinate with BFG’s team to obtain missing information, explain case requirements, and provide clear progress updates.

  • Monitor response dates, submission deadlines, and follow-up commitments to ensure timely delivery.

  • Maintain complete and accurate case records in BFG’s designated system.

IRS Communication and Documentation

Every conversation with an IRS agent or representative must be logged in BFG’s designated system promptly, preferably on the same business day. Each entry must include:

  • Date and time of the conversation.

  • IRS representative’s name and identification number, if provided.

  • Relevant client, tax period, and case reference.

  • Summary of the discussion and information exchanged.

  • Outcome, commitments made, and documents requested.

  • Next steps, responsible person, and applicable deadlines.

Relevant correspondence and supporting documents must also be uploaded to the case record.

Required Qualifications
  • Currently based in the United States.

  • Active EA credential or CPA license in good standing.

  • Minimum five years of hands-on IRS taxpayer representation and tax resolution experience.

  • Demonstrated ability to manage cases independently and communicate effectively with IRS personnel.

  • Strong knowledge of IRS collection processes and tax resolution options.

  • Excellent written communication, organization, and case documentation skills.

  • Ability to deliver accurate work within agreed timelines.

  • Willingness to use BFG’s systems for case updates, documentation, and task tracking.

Availability and Communication
  • Remain reachable through WhatsApp or text message for work coordination during mutually agreed availability windows.

  • Respond promptly to messages and communicate any delays or obstacles early.

  • Be available for scheduled IRS calls, client discussions, and internal case reviews.

  • Use BFG-approved secure channels and systems to exchange and store confidential client information.

Engagement and Compensation

Work will be assigned on a project or case basis according to business needs and the specialist’s availability. Scope, deliverables, deadlines, and compensation will be agreed upon before each assignment.

How to Apply

Please submit your resume, EA or CPA credential details, and a brief summary of your IRS representation experience, including the types of tax resolution cases handled. Include your availability and expected project-based or hourly compensation.


Please submit your updated resume in PDF format only. Resumes submitted in other formats may not be considered.



Similar Jobs

9 Minutes Ago
Remote
US
190K-304K Annually
Senior level
190K-304K Annually
Senior level
Cloud • Fintech • Food • Information Technology • Software • Hospitality
Own product strategy, roadmaps, backlogs, and execution for Toast Enterprise’s critical product areas. Partner with engineering, design, R&D, customers, external development teams, and go-to-market functions to deliver strategic features, integrations, and platform offerings. Improve product-market fit for enterprise restaurant customers, monitor team performance and system health, communicate product updates, and advocate for customer needs and AI-enabled product development.
Top Skills: AgileAi ToolsEnterprise Software
9 Minutes Ago
Remote or Hybrid
140K-245K Annually
Mid level
140K-245K Annually
Mid level
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Manage professional services deal desk activities, including qualifying requests, developing SOWs and proposals, coordinating cross-functional reviews, ensuring legal and business compliance, and meeting customer deadlines. The role maintains proposal content and knowledge resources, improves processes and tools, supports deal validation meetings, tracks opportunity progress, trains stakeholders, and mentors junior team members.
Top Skills: ExcelMicrosoft PowerpointMicrosoft WordProposal Management SoftwareServicenow
9 Minutes Ago
Easy Apply
Remote or Hybrid
Easy Apply
141K-190K Annually
Senior level
141K-190K Annually
Senior level
Healthtech • Information Technology • Software • Telehealth
Own end-to-end commission operations for Sales and go-to-market teams, including calculations, reconciliations, approvals, payroll submissions, disputes, and employee statements. Lead implementation of an incentive compensation platform, streamline legacy plans, establish data governance, automate crediting logic, coordinate plan transitions, and partner with Finance on forecasting and accruals. The role requires strong analytical, systems, communication, organizational, and confidential-information management skills.
Top Skills: Billing SystemsCaptivateiqCRMFinance SystemsGenerative AiGoogle SheetsHrisExcelSalesforceSpiffSQLVaricentXactly

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account