Job Opportunities in Mexico


September 25, 2024

Tax Goddess

Mexicali

FULL TIME


IRS Caller - Customer Care

Only Resume in English will be considered
Welcome to Tax Goddess.com, the most vibrant professional services firm on the planet! We're all about providing top-notch solutions to our clients and having a blast while doing it. Our Global team is in hot pursuit of the right candidate with a keen analytical mind and a passion for work to help us reach new heights. Creativity knows no boundaries within our organization, and the next mind-blowing idea might just spring from you! Don't let this opportunity pass you by! Learn more below!
At Tax Goddess Business Services, PC (TGBS), we're not your average CPA firm. We’re a vibrant, innovative team led by the red-headed, fire-breathing Tax Goddess herself, Shauna A. Wekherlien, CPA. Our mission? To deploy over 450+ federal and thousands of state & local tax strategies, saving our clients more than $1.12 billion in taxes. Now, we're on the lookout for a Senior Tax Reviewer who's ready to bring their A-game to our dynamic, fast-paced environment. If you're passionate about making a big-picture impact and steering our clients towards massive tax savings, read on!
About the company
  • Tax Goddess (https://Tax Goddess.com)
  • Our firm is recognized as a top 1% of Tax Strategist in the USA.
  • With 20 years of experience, We're not your average number crunchers – we're a progressive, 100% digital CPA firm. So, if you can handle cloud computing and rock basic tech skills, you're in for a wild ride!
The perfect person for our firm is:
Detail-oriented, flexible, and motivated. You are the right fit if you have a proven ability to adapt and manage effectively in a fast-paced, challenging environment and manage multiple, often competing priorities. A person who invests deeply in their work is curious, and eager to learn with exceptional communication skills, both written and verbal, and active listening abilities will succeed with us.
Job Summary:
As a Tax Goddess Technical Tax Customer Service Representative, you will be responsible for addressing and resolving discrepancies in client tax returns with the Internal Revenue Service (IRS). You will serve as a liaison between clients and the IRS, ensuring that any issues or discrepancies are promptly and accurately addressed. This role requires exceptional attention to detail, pleasant accurate and calming customer service skills, and a thorough understanding of tax regulations and procedures (we will train on complex cases).
Responsibilities:
  • Conduct follow-up calls to clients regarding discrepancies or issues identified in their tax returns by the Internal Revenue Service (IRS).
  • Communicate with clients in a professional and empathetic manner, addressing their concerns and providing guidance on the steps needed to resolve tax discrepancies.
  • Collaborate with clients to gather necessary information and documentation to address IRS inquiries or audits.
  • Liaise with the IRS on behalf of clients, including submitting documentation, responding to inquiries, and advocating for timely resolution of tax discrepancies.
  • Maintain accurate records of all communications and actions taken regarding client tax discrepancies, ensuring proper documentation and progress tracking.
  • Provide updates to clients on the status of their IRS follow-up process, including any developments or additional requirements.
  • Assist clients in understanding IRS notices, letters, and communications, explaining their implications and guiding them through the appropriate response process.
  • Work closely with Tax Goddess team members, including tax professionals and support staff, to coordinate efforts and ensure a seamless client experience.
  • Stay informed about changes to tax laws, regulations, and IRS procedures relevant to client tax discrepancies, updating knowledge and skills as needed.
  • Uphold confidentiality and security protocols when handling sensitive client information and communicating with the IRS.
  • The pivotal part of this role is to ensure that the “Technical Tax Customer Service Representative - IRS Caller” thrives for the team and the Manager/HOD.
Qualifications:
  • Bachelor's degree in Accounting, Finance, Business Administration, or a related field preferred.
  • Previous experience of at least 3 years in customer service, preferably in a law firm, CPA firm, Financial Advisory, or similar environment in a remote setting.
  • Strong understanding of tax regulations, IRS procedures, and tax return preparation.
  • Excellent communication skills, both verbal and written, with the ability to convey complex tax concepts clearly and understandably.
  • Exceptional interpersonal skills with a focus on empathy, patience, and professionalism when interacting with clients and IRS representatives.
  • Detail-oriented approach with the ability to accurately review and analyze tax documents and correspondence.
  • Proficiency in using computer systems and software applications, including Google Suite, CRM, database, and communications tools. (Insightly, Slack, and Intercom are all significant +)
  • Ability to multitask and prioritize tasks effectively in a fast-paced environment.
  • Familiarity with IRS systems and processes for resolving tax discrepancies is preferred.
  • Willingness to adapt to changes in procedures, regulations, and technology to deliver high-quality customer service.
System requirements:
  • Processor: i7 and /or i5, 8th Generation or Higher
  • CPU Speed - At least 3.0 Ghz
  • RAM: 16 GB or higher
  • Storage: 500 GB HDD or 256 SSD or higher
  • Internet: at least 10 mb Fiber or Higher
  • Recommended OS: Windows 11 Pro Activated fully
  • Headset with noise cancelation
  • Private Home-office Location
To ensure the security of our firm, we can only consider candidates who have a Windows operating machine. Having Windows Pro would be a significant advantage. If you are a Mac user and wish to apply, please note that you must acquire a Windows operating machine once you are accepted to perform the job with us.
Once you're onboarded, take note of these noteworthy perks that await you:
  • Permanent Work from home.
  • We offer consistent and reliable work hours, and therefore compensation, sought after by most freelancers and independent contractors. A full-time position with us requires work at a minimum of 40 to 50 hours per week.
  • This opportunity provides great USA exposure for finance enthusiasts or those curious about this field.
  • Paid training. Training isn't just necessary to our company, it is vital. We ensure that our staff develops skill sets that allow them to perform a broader range of work. We ensure no one is left behind.
  • Equal Staff Opportunity. No company politics.
  • Our company embodies a culture of appreciation. We don't take for granted our teams’ fantastic work.
  • Collaborative environment: Our team integrates 13 divisions of expertise. We ensure staff can give help and get help when they need it. This allows the opportunity to interact with people from a wide variety of global cultures.
  • Work-life balance. We conduct games, movie nights, fun activities & events to bring the team closer together and ensure a close culture is created & maintained.
  • We strive to streamline our systems & processes. We provide incentives based on performance and novel ideas implemented.
  • Staff Referral Bonus Program: A $200 incentive for every qualified candidate that stays with us for more than 90 days.
  • Access to Taxation Expertise: As part of the perks, the staff will have access to the taxation expertise of the firm, ensuring they receive comprehensive support in tax-related matters.
  • Working Hours:
  • Our USA business hours include MANDATORY (8:00 am to 5:00 pm Arizona time)
  • Hours for some departments may be fixed or may vary depending on the tasks/projects involved.
  • Billable teams ( Bookkeepers, Tax preparers, Customer care, and admins ) expect to work at least 50 hours per week during tax season, and weekends could be required.
  • We need someone who is available for on-call emergencies (outside of normal working hours. Only when needed).
Job Type: Full-time

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