What are the responsibilities and job description for the Tax Resolution Intake Specialist position at Confidential?
Tax Resolution Intake Specialist
Well-Established Accounting Firm – Tax Resolutions Department
We are a well-established, reputable accounting firm with years of experience helping clients navigate complex federal and state tax matters. We pride ourselves on professionalism, integrity, and delivering results through compliant, ethical tax resolution strategies.
As we continue to expand our Tax Resolutions Department, we are seeking an experienced Tax Resolution Intake Specialist to join our growing team.
Position Overview
The Tax Resolution Intake Specialist is responsible for handling initial inbound client calls, conducting preliminary case evaluations, and educating prospective clients on available tax resolution options. This role is critical in setting accurate expectations, qualifying cases, and ensuring a smooth handoff to our case management and resolution teams.
This position is ideal for someone with prior tax resolution sales or intake experience who understands IRS collections, compliance requirements, and ethical client communication.
Key Responsibilities & Qualifications
- Handle inbound inquiries from prospective tax resolution clients with professionalism and discretion
- Conduct initial intake and fact-finding calls to assess IRS or state tax issues, including balances due, notices received, and enforcement actions
- Educate prospective clients on appropriate tax resolution options (e.g., installment agreements, CNC status, offers in compromise, penalty abatement) without making guarantees
- Clearly explain the firm’s process, engagement structure, and next steps
- Accurately document client information and coordinate a smooth handoff to account management or resolution staff
- Maintain strict confidentiality and adhere to IRS regulations and firm compliance standards
- Prior experience in tax resolution intake or sales is required
- Working knowledge of IRS collections procedures and tax resolution strategies
- Strong communication, organizational, and interpersonal skills
- High level of professionalism, integrity, and client service orientation
How to Apply:
Please submit your resume and a brief cover letter. We look forward to hearing from candidates who are excited to grow with our firm and help clients resolve their tax matters effectively.
Job Type: Full-time
Pay: $30.00 - $50.00 per hour
Benefits:
- Flexible schedule
- Paid time off
- Paid training
Work Location: In person
Salary : $30 - $50