Job Details
Qualifications
- Bachelor's degree
- CPA
- Communication skills
- Doctor of Law
- Microsoft Excel
- Microsoft Outlook
- Typing
Benefits
- Cell phone reimbursement
- Dental insurance
- Health insurance
- Professional development assistance
- Work from home
Job Description
About Us – Cincinnati Tax Resolution
Cincinnati Tax Resolution is a professional services firm located in Cincinnati, Ohio. We specialize in representing clients who have tax problems with the IRS (and/or other taxing agencies). Most of our clients are being pursued by the collections division of the IRS (or of the various other taxing agencies) and need help dealing with the following issues:
· Tax audits
· Filing delinquent tax returns for prior years
· Removing bank levies, wage garnishments, and tax liens
· Setting up property structured installment agreements to repay their taxes owed
· Negotiating tax debt settlements and penalty relief
We specialize in helping our clients negotiate and mediate the best resolution and outcome possible based on their circumstances. These resolutions/outcomes often conclude with our clients’ receiving a significant reduction in the tax, penalties, and interest they are required to pay.
Our company started in 2016 (under a different name) and is now looking to add a team member who will work directly with and under one of the company’s owners. We are looking for a highly motivated self-starter who is looking for an exciting new career opportunity in which they will be expected to learn all aspects of the business and be able to quickly evolve into a management role with our company. Our firm is rapidly growing as we’ve recently rebranded and moved into a much larger and newly renovated office space. An ideal candidate is someone who is not judgmental, is willing to learn and be a team player, works well independently, and has exceptional client service skills. Candidate does not need to have any tax resolution experience as we are willing to provide all the training required. This is a great opportunity for someone who is looking for a fresh start on their career and would be excited to provide that same fresh start to our clients who come to us for help dealing with their emotionally and financially stressful set of circumstances.
Required Qualifications / Education / Experience
Candidate must meet all of the following criteria to be eligible to apply:
1. Must be a highly motivated self-starter with an entrepreneurial mindset who would be excited to being trained and mentored by one of the company’s owners. The candidate must also be looking for an opportunity with significant long-term growth potential and one where they can quickly move up into a managerial position and assist the owners with managing and running all aspects of the business.
2. Must be willing and able to provide at least three professional references.
AND
1. Has a bachelor’s degree in Business Administration, Accounting, Finance, or a related field, OR
2. Has 2+ years of individual tax return preparation experience, OR
3. Has an active CPA, JD, or EA license
Required Skills
Candidate must possess the following skills to be eligible to apply:
· Possesses a high level of integrity and commitment to professional ethics
· Has outstanding work ethic and is willing to learn
· Must be an organized individual who can keep work area free of clutter
· Has an energetic, confident, open-minded, and positive attitude
· Is someone who enjoys solving problems and is constantly focused on finding solutions
· Proficient in Microsoft Word, Excel, and Outlook
· Has good typing skills and works well with computers
· Is a good writer and is capable of drafting letters
· Works well under pressure and is skilled at working to meet strict deadlines
· Has exceptional customer/client service skills
· Is comfortable making outbound phone calls (and handling inbound phone calls)
· Is comfortable meeting with clients in-person as needed
· Possesses outstanding communication skills and is willing to go the extra mile to respond to all texts, emails, phone calls, faxes, etc. in a timely manner
· Is an efficiently multitasker
· Is a team player but also works well independently
Job Responsibilities
Candidate will report directly to one of the company’s owners and will be responsible for assisting the owner in all aspects of the business. This role will be much more robust than a typical tax/accounting position and the candidate is expected to be well rounded and able to learn and ultimately manage all aspects of the business. Initially, the candidate will be primarily responsible for doing the following:
· Onboarding all new clients and will act as the main contact point with clients
· Adhering to strict confidentiality and privacy requirements
· Conducting a financial analysis of clients’ income, expenses, assets, and liabilities
· Preparing personal financial and collection statements to send to the tax authorities
· Preparing prior and current year tax returns on behalf of clients
· Contacting the IRS (or other taxing agencies) to request information and documents
· Collecting and organizing the required documents from clients
· Developing and implementing strategies to help clients resolve their tax problems
· Researching and responding to tax questions raised by clients, the tax agencies, etc.
· Organizing tax agency collection notices as they come in and contacting clients promptly to provide them status updates on their cases
· Meeting with clients in-person as needed and willing to stay in close communication (phone, text, email, etc.) with all clients (minimum of once per month) regarding their case status
· Drafting letters and responses to send to the various taxing authorities (as well as clients)
· Attending ongoing education and training seminars to gain knowledge and sharpen skills
· Candidate must be willing to provide some administrative support related to their clients (scanning, filing, binding, etc.) as the owners currently do all the administrative work themselves
Job Type: Full-time
Pay: $55,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Cell phone reimbursement
- Dental insurance
- Dependent care reimbursement
- Disability insurance
- Flexible schedule
- Health insurance
- License reimbursement
- Life insurance
- On-the-job training
- Opportunities for advancement
- Paid sick time
- Paid time off
- Paid training
- Professional development assistance
- Retirement plan
- Vision insurance
Experience level:
- No experience needed
Schedule:
- Monday to Friday
Application Question(s):
- This is an in-office position and does not offer the option to work remotely. How far will your commute be to our office?
Work Location: In person