Enrolled Agent

Tax Controversy Paralegal/Case Manager

PrideStaff is seeking an experienced Tax Controversy Paralegal/Case Manager for our client in North County San Diego. This is a remote position but the associate must live locally for in person meetings. Interested and qualified for this position? Give us a call at View phone number on click.appcast.io.

Position: Paralegal/Case Manager Pay Rate: $36/hr-$45/hr DOE Hours: Monday through Friday 8:30am to 5:30pm Location: Remote position (Must live locally to North County San Diego) Tax Controversy Paralegal/Case Manager Remote — Temp-to-Hire — $75,000–$95,000 + bonus potential

Position Overview

We are seeking an experienced tax controversy paralegal or Enrolled Agent (EA) to own substantive case work — not to support it from the sidelines. You will take matters from intake to filing-ready: building workpapers, analyzing financial records, drafting forms and submissions, communicating with clients and tax agencies, and moving each case forward. Attorneys set strategy and review key decisions; you own execution.

Responsibilities:

• Own a caseload of substantive matters — IRS and state collections, IRS/FTB income tax audits, EDD employment tax audits, CDTFA sales tax audits, appeals, Tax Court, innocent spouse, and tax consulting — advancing each from intake through resolution. • Analyze financial records — tax returns, account transcripts, financial statements, general ledgers, and bank records — and build the workpapers (BDA, financial analysis, audit, and sales tax) that drive case strategy. • Draft substantive work product — IRS forms (433-A, CDP requests, penalty abatement requests, appeals), Tax Court petitions, and FOIA and TAS requests — ready for attorney review rather than attorney redo. • Work directly with tax agencies — obtain Powers of Attorney, pull and review account and Wage & Income transcripts, respond to information requests, and follow up with agency personnel at IRS, FTB, CDTFA, and EDD. • Conduct legal and factual research using AI tools (Blue J, Protégé) and traditional platforms (Lexis, IRM), and draft clear memos for internal and client use. • Keep clients informed and confident — gather documents, provide plain-English status updates, and make sure no client ever wonders what is happening on their case. • Manage each file end to end — clean setup, deadline and budget tracking, retainer awareness, and complete closings. • Collaborate daily with attorneys and teammates — strategy meetings, a short daily check-in, and mutual backup when volume spikes.

Qualifications

Required • 3–7 years of relevant experience in a tax, paralegal, or accounting environment • Demonstrated comfort working with financial data — tax returns, account transcripts, financial statements, general ledgers • Proven ability to work independently, manage a caseload, and decide the next step from the file rather than from instructions • A collaborative working style — communicates proactively, shares information freely, and works well on a small, tight team • Excellent written and verbal communication with clients and tax agency personnel • High attention to detail and a track record of catching inconsistencies in financial or tax data • Strong organizational habits and comfort with case management systems, checklists, and new technology Strongly Preferred • Enrolled Agent (EA) license • Direct experience interacting with IRS, FTB, CDTFA, or EDD • Prior experience drafting IRS forms (433-A, CDP, penalty abatement, appeals)

Compensation / Pay Rate (Up to): $36.00 - $45.00 Per Hour