Position Summary:
The Processing Associate plays a vital role in the back-office operations of the
Processing Department, supporting Case Managers and Enrolled Agents. This role
combines administrative work with client-focused outreach by executing Transcript
Investigation (TI) Calls to retrieve tax information directly from the IRS, as well as
performing key back-office tasks. The associate ensures that the team has accurate
and timely documentation and data to perform tax preparation and negotiation
services efficiently.
Key Responsibilities:
Transcript Investigation (TI) Calls
- Conduct TI Calls for both individual and business clients.
- Contact the IRS Practitioner line unit to retrieve accurate transcripts for clients records
- Log results in our CRM and neatly archive retrieved documentation in our database
Back-Office Operations
POA (Power of Attorney) Revocations:
- Process and submit revocation requests for Power of Attorney forms.
- Ensure timely updates and proper record-keeping in the client’s case files
2848 Submissions:
- Complete and submit IRS Form 2848 (Power of Attorney and Declaration of Representative).
- Verify accuracy and completeness of forms before submission to avoid delays.
8821 Submissions:
- Prepare and submit IRS Form 8821 (Tax Information Authorization).
- Maintain tracking logs for all submissions, ensuring a timely follow-up.
Pulling Taxpayer Information Transcripts:
- Retrieve Taxpayer Information Transcripts from IRS databases.
- Organize and distribute the transcripts to the appropriate Case Managers or Enrolled Agents.
Scheduled Alerts Creation and Disabling:
- Set up alerts for upcoming deadlines, client follow-ups, and important document reviews.
- Inputting each alert within each client's case and notifying the case manager.
- Maintain a well-structured calendar for the Processing Department.
- For any client that completes/cancels their case we would need to remove the scheduled alerts.
Data Entry for the Processing Department:
- Input client and case-related data into relevant systems with precision and attention to detail.
- Assist in maintaining databases, ensuring accuracy and completeness of records.
Required Skills/Abilities:
- Must have a Social Security Number.
- Advanced English proficiency; able to communicate clearly both verbally and in writing.
- Strong attention to detail and ability to manage multiple tasks simultaneously.
- Ability to perform effectively over the phone, particularly when conducting TI Calls with IRS representatives.
- Excellent organizational and time management skills.
- Experience in data entry and back-office operations.
- Knowledge of tax processes is a plus.
Compensation & Benefits:
- Competitive base salary
- Medical Insurance
- Dental Insurance
Work Schedule (Onsite):
- Monday–Thursday: 9:00 AM – 6:30 PM (EST)
- Friday: 9:00 AM – 3:00 PM
- Weekends off
- Schedules are fixed and based on business needs. Please apply only if you're available during these hours.
Edificio Aney Muñoz II, Tercer Nivel, Av. 27 de Febrero esq. Av. Metropolitana, Los Jardines Metropolitanos, Santiago.
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