1133 - Client Operations & IRS Resolution Coordinator

Posted An Hour Ago
Be an Early Applicant
Hiring Remotely in USA
Remote
3K-3K Annually
Mid level
Information Technology • Consulting
The Role
Own client tracking, practice-management systems, intake, onboarding, document organization, and status reporting. Coordinate preparers, accountants, and reviewers while tracking deadlines. Contact the IRS Practitioner Priority Service and ACS, obtain and summarize transcripts, manage Forms 2848/8821 authorizations, prepare Collection Information Statements, and support installment agreements and currently-not-collectible determinations under licensed-team review.
Summary Generated by Built In

We Make Remote Work Remarkable • TopTalent from LatAm

Hello! We are GoFasti, a Talent-as-a-Service. GoFasti bridges the gap between world-class developers and designers from LatAm and first-class companies around the globe.

We need an English-fluent Mid Level Client Operations & IRS Resolution Coordinator, based in Latin America, available to work remotely.
We are looking for someone with exceptional communication and relationship-building skills, who embraces changes while maintaining strong attention to detail. An interested and proactive person, who's constantly learning and improving their skills.

Are you the one we are looking for?

Responsibilities:

  • Own the firm's client tracker and practice-management system: every task assigned, dated, and current; every client record complete.

  • Run the intake and onboarding pipeline: engagement checklists, records collection from clients (prior-year returns, bookkeeping access, source documents), confirming everything needed to deliver the work is in hand before it's promised.

  • Coordinate and follow up across the internal team (preparers, accountants, licensed reviewers), with authority to chase dates and flag slippage early.

  • Maintain document hygiene: client files organized, portal requests current.

  • Provide clear written status: daily updates and a weekly view of what's on track, at risk, or blocked.

  • Call the IRS Practitioner Priority Service (PPS) and ACS on behalf of clients; obtain account data; pull, organize, and summarize transcripts; track authorizations (Forms 2848/8821).

  • Prepare Collection Information Statements (433-F/433-A); support installment agreements and CNC determinations, reviewed and submitted by the licensed team.

  • Run disciplined follow-up on open IRS matters: notice deadlines, hold expirations, promised callbacks, logged and dated.

Requirements:

  • 3+ years in a tax, accounting, or IRS-resolution practice, or a comparable professional-services operations role.

  • Direct IRS phone experience: comfortable getting through, asking the right questions, documenting the call.

  • Systems-and-checklists temperament: documentation-first, steady, precise.

  • Works to dates and communicates in writing without being chased.

  • Comfortable with modern cloud tools and AI-assisted workflows, or quick to adopt them (Financial Cents/Karbon/Canopy-class PM tools, QBO, e-signature/billing platforms).

It's a plus:

  • Enrolled Agent (or on the EA path — firm supports credentialing).

  • Fluent in Spanish.

  • Prior M&A/client-transition experience.

Compensation:

  • The salary range offered for this position varies from (USD) $2,500 - $3,300 per month, depending on seniority and skillset.

  • This is a 40 hours per week.

  • This position is for a full time contract, through a payroll platform.

  • The talent will work remotely allocated at our client.

Here are the steps for this process:
Application review/approval > Screening interview with GoFasti's team > We build and send your profile to our client > Profile review/approval by client > Interview with the client > Hiring and onboarding.

Once you apply for the job, our team will review your resume. If it meets the requirements, we will contact you and move forward in the process. 

Note for Candidates Approached Directly:
If you were contacted directly by a member of our team and are interested in this opportunity, please do not apply through this link. Instead, reach out to the person who contacted you to coordinate a meeting.
Thank you!

Skills Required

  • 3+ years of experience in a tax, accounting, IRS-resolution practice, or comparable professional-services operations role
  • Direct IRS phone experience, including obtaining information, asking appropriate questions, and documenting calls
  • Strong documentation, organization, checklist management, and attention-to-detail skills
  • Ability to work to deadlines and communicate proactively in writing
  • Comfort with modern cloud tools and AI-assisted workflows
  • English fluency
  • Enrolled Agent credential or progress toward becoming an Enrolled Agent
  • Fluency in Spanish
  • Prior M&A or client-transition experience
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The Company
HQ: Dallas , Texas
71 Employees
Year Founded: 2021

What We Do

GoFasti is the bridge between world-class talent in LatAm and first-class companies around the world. Our team has over 10 years of experience independently hiring from LatAm. We specialize in providing pre-vetted top-tier talent at competitive prices while remaining compliant with LatAm labor laws. GoFasti’s hand-picked developers and designers are fluent English speakers working exclusively in US time zones. They are vetted with rigorous technical assessments and an in-depth screening process. We present our clients’ first candidates within 48 hours, with an average time-to-hire of 10 days and a 95% retention rate. GoFasti’s expert software developers specialize in 30+ skills including React, Python, Angular, JavaScript, .NET, and Azure. GoFasti’s graphic designers specialize in 10+ skills including Photoshop, Illustrator, InDesign, Premiere, AfterEffects, Figma, and Lightroom. Our commitment to excellence and communication are some of our most upheld values, so we're sure to stay by your side and ahead of the curve every step of the way. The future comes Fasti. Make sure you’re a part of it

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