Sr. Settlement Officer

Position: Sr. Settlement Officer

Location: Irvine, CA

Details: Full Time- In Office Position

Pay: $200-$350k

At Alleviate Tax, we are revolutionizing tax resolution and preparation services with a focus on integrity, excellence, and client satisfaction. As a finalist for the prestigious Better Business Bureau Torch Awards for Ethics (2022 and 2023) and a three-time winner of Top Workplace in Orange County (2022-2024), we are proud of our commitment to ethical business practices and fostering a positive work environment.

Our mission is simple: We change lives by resolving tax debt, and we do so with heart and dedication. We are a close-knit, collaborative team that believes in supporting each other and our clients. Join us as we continue to grow and make a difference!

Position Overview

We are seeking a motivated and detail-oriented Sr. Settlement Officer to join our growing Tax Relief team. The Sr. Settlement Officer will be responsible for negotiating and resolving IRS and state tax liabilities on behalf of clients while providing exceptional customer service throughout the resolution process.

The ideal candidate has experience working with IRS collections, tax resolution programs, and client case management. Strong communication, negotiation, and organizational skills are essential for success in this role.

Key Responsibilities

• Review client financial documents and tax transcripts to determine the best resolution strategy
• Negotiate directly with the IRS and state tax agencies on behalf of clients
• Prepare and submit tax resolution applications, including:
• Offer in Compromise
• Installment Agreements
• Currently non-collectible status
• Penalty Abatement requests
• Innocent Spouse Relief
• Maintain consistent communication with clients regarding case progress and expectations
• Ensure all case files are accurate, compliant, and properly documented
• Meet productivity and case resolution goals
• Coordinate with attorneys, enrolled agents, tax preparers, and case managers as needed
• Stay current on IRS procedures, compliance requirements, and tax resolution programs

Qualifications

• Previous experience in tax relief, tax resolution, REQUIRED
• Proven track record of high-volume production
• Knowledge of IRS procedures and settlement programs
• Strong negotiation and communication skills
• Ability to manage multiple cases simultaneously
• Excellent attention to detail and organizational skills
• Proficiency with CRM systems and tax resolution software
• Ability to work in a fast-paced environment

Preferred Skills

• Experience handling high-volume case inventories
• Strong customer service and client retention abilities
• Ability to interpret financial statements and IRS transcripts
• Ongoing training and professional development

Alleviate Tax is an equal employment opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.

Pay: $200,000.00 - $350,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Opportunities for advancement
• Paid sick time
• Retirement plan
• Vision insurance

Work Location: In person

Salary : $200,000 - $350,000