Tax Operations, Client Success Specialist

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Paired

WebsiteLinkedInAll Job Openings

1 - 10 employees

🤝 B2B

🎯 Recruiter

👥 HR Tech

B2B • Recruitment • HR Tech

Paired is a strategic talent recruitment company that specializes in connecting businesses with top-tier overseas talent. They streamline the hiring process by recruiting, vetting, and presenting the best candidates for a variety of roles, allowing companies to save significantly on payroll costs. Paired focuses on placing talented individuals in various positions ranging from administrative assistants to executive roles, across diverse fields such as marketing, engineering, and sales. With a commitment to quality and cost-effectiveness, Paired offers a risk-free placement service that guarantees client satisfaction, thereby facilitating global workforce integration for its clients.

📋 Description

• Manage client communications via phone and email. • Follow up on outstanding documents and requests. • Provide updates on tax return status and workflow progress. • Coordinate appointments and scheduling. • Route technical tax questions to the appropriate team members. • Contact the IRS and Franchise Tax Board regarding notices and correspondence. • Pull tax transcripts and maintain detailed records. • Request penalty abatements and assist with administrative tax resolutions. • Research balances, payments, filing history, and notices. • Follow up on unresolved client matters. • Assist with LLC formations and business registrations. • Coordinate Secretary of State filings and Statements of Information. • Support S-Corporation election filings. • Track compliance deadlines and annual filing requirements. • Coordinate quarterly estimated tax payment schedules. • Maintain internal tracking systems and spreadsheets. • Support tax return workflow management and delivery. • Keep client records accurate and up to date. • Serve as a liaison between clients and internal departments.

🎯 Requirements

• Prior experience working in a U.S. tax office, CPA firm, accounting firm, or tax resolution firm. • Experience handling IRS correspondence and tax-related administrative workflows. • Strong written and verbal English communication skills. • Excellent organizational skills and attention to detail. • Comfortable speaking with clients and government agencies. • Strong proficiency with Google Workspace and spreadsheets. • Ability to manage multiple priorities in a fast-paced environment.

🏖️ Benefits

• Competitive salary (USD) • Work From Home • Flexible hours