Tax Resolution Specialist

Clayton Services is searching for a Tax Resolution Specialist to join a thriving company in the Houston Galleria area. The Tax Resolution Specialist will manage client cases from intake through resolution while providing exceptional customer service and maintaining strict confidentiality. The ideal candidate is organized, resourceful, confident, and capable of thriving in a fast-paced small-business environment.

• Serve as the primary contact for clients regarding IRS notices, tax disputes, balances owed, audits, refund delays, and compliance issues
• Review and interpret IRS and state tax correspondence and determine appropriate next steps
• Educate clients on tax processes, timelines, and resolution strategies
• Gather supporting documentation and coordinate responses to IRS inquiries
• Prepare and organize case files, transcripts, and supporting documentation
• Track and manage cases from intake through resolution
• Monitor deadlines and follow up on pending client matters
• Communicate with tax preparers, accountants, and management regarding complex tax issues
• Assist with payment plans, installment agreements, Form 2848, and related documentation
• Maintain accurate notes within CRM and tax software systems
• Communicate with IRS and state tax agencies when authorized
• Ensure compliance with company policies and IRS data security requirements
• Provide support during peak tax seasons and assist with additional client service activities as needed

• Strong verbal and written communication skills
• Excellent customer service and conflict resolution abilities
• Ability to explain complex tax matters in simple, understandable terms
• Strong problem-solving and critical-thinking skills
• Exceptional organization and follow-through
• Ability to work independently and make sound decisions
• Strong attention to detail and deadline management
• Comfortable working in a fast-paced, occasionally chaotic environment
• Professional, confident, and highly personable
• Ability to adapt and contribute in a small business setting

• Associate's or Bachelor's degree in Accounting, Finance, Business Administration, or related field preferred
• Minimum three years of experience in tax resolution, tax preparation, IRS correspondence handling, or tax office operations
• Prior experience within a tax preparation firm, accounting practice, or tax resolution company strongly preferred
• Working knowledge of:
  • IRS notices and collections procedures
  • Tax transcripts and IRS account navigation
  • Installment agreements and payment plans
  • Identity theft and IP PIN procedures
  • Individual and business taxation concepts
• Experience with Drake software or similar tax preparation systems preferred