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Experienced Tax Resolution Assistant

Larson Financial, Inc. -
Remote

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Job Details

Full-time
$20 - $25 an hour

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Work from home
Vision insurance
401(k) matching
Flexible schedule
Bereavement leave
Life insurance
Paid sick time

Qualifications

Customer communication
Caseload management
Filing
Administrative experience
Analysis skills
Attention to detail
Organizational skills
Documentation Handling

Full Job Description

Experienced Tax Resolution Administrative Assistant (Remote)

Company Overview

Larson Financial is a family-owned and operated business specializing in comprehensive tax resolution and tax preparation services for individuals and businesses. With a proven track record of success and a commitment to client satisfaction, we are seeking an Experienced Tax Resolution Administrative Assistant to support a Tax Resolution Associate-led team.

This is not an entry-level position. The ideal candidate will have prior experience working in a tax resolution environment and a strong understanding of IRS and state tax relief processes. We are looking for a professional who can contribute immediately, work independently, and provide exceptional support to clients facing tax debt, collection actions, or non-filing issues.

Responsibilities

Provide administrative support to Tax Resolution Associates, including calendar management, scheduling appointments, and coordinating meetings.
Prepare and coordinate client correspondence, financial documentation, and resolution packages.
Gather and organize information required for tax resolution cases.
Communicate with clients regarding case status, document requests, and next steps.
Handle incoming calls and emails, ensuring timely and professional responses.
Maintain accurate and organized client records and case files.
Collaborate with team members to ensure efficient case progression and exceptional client service.
Build and maintain strong client relationships throughout the resolution process.

Qualifications

Required Experience:

Minimum of 2 years of experience in an administrative or support role within a tax resolution firm.
Working knowledge of tax resolution terminology, IRS collection procedures, and common resolution programs.
Ability to navigate tax resolution cases with minimal training and supervision.
Experience managing multiple client cases and maintaining detailed records in a fast-paced environment.

Additional Qualifications:

Proficiency with cloud-based software; Salesforce experience is preferred.
Strong organizational skills and exceptional attention to detail.
Excellent written and verbal communication skills.
Strong analytical and problem-solving abilities.
Self-motivated, dependable, and results-oriented.
Ability to maintain confidentiality and professionalism when handling sensitive client information.

Compensation & Benefits

Competitive pay based on experience and qualifications ($20–$25 per hour)
Health, dental, and vision insurance
Retirement plan options
PTO eligibility after 90 days
Fully remote work environment
Family-oriented company culture that values work-life balance and personal well-being

Why Join Larson Financial?

We are looking for experienced professionals who understand the tax resolution industry and take pride in helping clients navigate difficult tax situations. If you have a background in tax relief and are seeking a long-term opportunity with a growing, family-owned company, we encourage you to apply.

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Benefits:

401(k)
401(k) matching
Bereavement leave
Dental insurance
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid sick time
Paid time off
Vision insurance
Work from home

Work Location: Remote

Quick Apply

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