Case Specialist

Case Specialist

Tax Defense Partners prides itself on its knowledgeable, ethical staff and is happy to announce an opening for a Case Specialist on our Client Services team. The qualified candidate will have an accounting background and, above all else, exceptional communication skills and follow-through.

What We Do:

  • Bring our clients into taxpaying compliance
  • Resolve cases for the lowest amount allowable by law

How We Do It:

  • Listen to our clients and know what questions to ask
  • Prepare detailed financial statements
  • Meet all tax authority deadlines and hold our clients responsible for meeting theirs
  • Negotiate with state and federal taxing authorities, as permitted by law

What You Need to Be Successful:

  • Knowledge of tax law and filings
  • Excellent verbal and written communication skills
  • The ability to multi-task and prioritize
  • Detail-oriented nature with a sense of urgency
  • Experience with a high caseload/high call volume

Solid accounting background, bachelor’s degree and Microsoft Office skills required. Experience with a variety of tax solutions (IA, OIC, 940/941, etc.) would be a huge plus, as would licensure like a CPA or Enrolled Agent.

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