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
