Tax Plan & IRS Resolution Associate

About the Role

If you're looking to help clients reduce taxes proactively while also resolving complex IRS matters, this role is for you.

DiLucci CPA Firm has been serving business owners and real estate investors since 2005. We're known for going beyond compliance—using the tax code strategically to help clients keep more of what they earn while giving them clarity, confidence, and long-term direction.

As a Tax Planning & IRS Resolution Associate, you will support the implementation of tax planning strategies and assist clients in resolving IRS and state tax issues. You will work closely with senior advisors to analyze tax situations, prepare planning recommendations, communicate with taxing authorities, and help clients navigate complex tax matters. This role is ideal for an Enrolled Agent who enjoys both strategic tax planning and client advocacy. This is an excellent opportunity for someone who already has a strong foundation in tax preparation and is eager to expand into advanced tax planning and IRS resolution work. You'll receive hands-on exposure to real client cases while learning directly from experienced professionals, including a JD, CPA, and Enrolled Agent.

Responsibilities

Tax Planning Support

- Assist in implementing tax planning strategies for business owners and real estate investors

- Gather, organize, and analyze client financial information to support planning recommendations

- Assist with tax projections, scenario modeling, and tax savings calculations

- Support the preparation of tax planning deliverables, reports, and client presentations

- Conduct tax research and summarize findings for senior tax planners

- Review tax returns and financial statements to identify planning opportunities

IRS Resolution & Client Advocacy

- Assist clients with IRS and state tax resolution matters

- Communicate directly with the IRS and state tax agencies on behalf of clients

- Review IRS notices, transcripts, and account records to determine appropriate resolution strategies

- Prepare and submit responses to IRS correspondence and notices

- Assist with installment agreements, penalty abatements, offers in compromise, currently not collectible status, and other resolution programs

- Monitor case progress and ensure timely follow-up with clients and tax authorities

- Maintain accurate documentation of all client communications and case activity

Documentation & Project Coordination

- Maintain organized client files, planning documents, and resolution case records

- Upload, track, and manage client documents within internal systems

- Monitor implementation deadlines and resolution case milestones

- Support the team in keeping workflows efficient and up to date

Client Support

- Respond to client inquiries in a timely and professional manner

- Educate clients on tax planning recommendations and resolution processes

- Follow up on client action items and required documentation

- Help ensure an exceptional client experience throughout planning and resolution engagements

Team Collaboration

- Work closely with senior tax planners, advisors, and firm leadership

- Apply feedback quickly to improve technical knowledge and client service

- Support the team in executing tax planning engagements and IRS resolution cases

Qualifications

- Active Enrolled Agent (EA) designation REQUIRED

- Minimum 3 years of U.S. tax experience

- Experience with IRS representation and tax resolution cases

- Strong understanding of U.S. tax planning concepts and tax-saving strategies

- Experience reviewing individual and business tax returns (1040, 1065, 1120S)

- Experience communicating directly with the IRS and/or state tax authorities

- Strong analytical and problem-solving skills

- Excellent written and verbal English communication skills

- Highly organized and able to manage multiple client cases simultaneously

- Strong attention to detail and accuracy

- Comfortable using tax, accounting, and practice management software

- Ability to work independently while collaborating effectively with a remote team

- Must have prior experience working U.S. business hours and collaborating with U.S.-based teams

- Must own a Windows laptop/computer that meets the technical requirements of the role

- Must have a stable high-speed internet connection and a reliable backup internet solution

- Must have a dedicated, professional home office workspace free from distractions

Why Join Us

- 100% Remote

- Work directly with seasoned U.S. tax professionals

- Exposure to advanced tax planning and IRS resolution cases

- Clear growth path into Senior Tax Planning and IRS Resolution leadership roles

- Supportive, fast-paced learning environment

- Learn advanced tax planning and IRS resolution strategies directly from a JD, CPA, and Enrolled Agent

- Gain hands-on experience beyond tax preparation and accelerate your growth into a trusted tax advisor

-$15 per hour rate

Our Core Values

- Genuine Care

- Great Communication

- Speed to Learning & Implementation

- Fun Tax Energy (FTE)