Client Operations, IRS Resolution Coordinator

Job not on LinkedIn

đŸ”„ 0 minutes ago

💃 Latin America – Remote

đŸ’” $2.5k - $3.3k / month

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙ Operations

đŸ‘» Ghost score 4%

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Logo of GoFasti

GoFasti

51 - 200 employees

đŸ’Œ Consulting

📣 Marketing

📩 Logistics

Consulting ‱ Marketing ‱ Logistics

GoFasti is a company specializing in connecting businesses with top-tier talent from Latin America for remote work. They offer a comprehensive service that includes sourcing, vetting, and managing hiring processes for roles such as developers, designers, engineers, medical billers, and social media managers. GoFasti emphasizes forming dedicated remote teams to help companies reduce labor costs and eliminate hiring hassles, while ensuring compliance with Latin American tax and labor laws. They promise quick candidate matching, with a focus on seamless integration into client workflows.

📋 Description

‱ Own the firm's client tracker and practice-management system, ensuring every task is assigned, dated, and current and every client record is complete ‱ Run the intake and onboarding pipeline, including engagement checklists and collection of prior-year returns, bookkeeping access, and source documents ‱ Confirm all required information is available before work is promised ‱ Coordinate and follow up across preparers, accountants, and licensed reviewers; chase dates and flag slippage early ‱ Maintain organized client files and current portal requests ‱ Provide daily written status updates and a weekly view of on-track, at-risk, and blocked work ‱ Call the IRS Practitioner Priority Service and ACS on behalf of clients ‱ Obtain account data and organize and summarize transcripts ‱ Track authorizations using Forms 2848/8821 ‱ Prepare Collection Information Statements (433-F/433-A) ‱ Support installment agreements and CNC determinations for review and submission by the licensed team ‱ Follow up on open IRS matters, including notice deadlines, hold expirations, and promised callbacks

🎯 Requirements

‱ English fluency ‱ Based in Latin America ‱ 3+ years in a tax, accounting, or IRS-resolution practice, or a comparable professional-services operations role ‱ Direct IRS phone experience ‱ Ability to document calls and ask the right questions ‱ Documentation-first, steady, precise approach ‱ Ability to work to dates and communicate in writing without being chased ‱ Comfort with modern cloud tools and AI-assisted workflows ‱ Familiarity with Financial Cents/Karbon/Canopy-class practice-management tools, QBO, and e-signature/billing platforms

đŸ–ïž Benefits

‱ Remote work ‱ Full-time contract through a payroll platform ‱ 40 hours per week ‱ Firm support for Enrolled Agent credentialing (for candidates on the EA path)

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