Client Operations, IRS Resolution Coordinator
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Job Description
Client Operations Coordinator managing tax-practice systems, client onboarding, and IRS resolution workflows. Supporting transcript retrieval, collection statements, and deadline tracking for GoFasti’s client.
Responsibilities:
- 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
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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