Processing Associate - Tax Preparation

About the role

The Processing Associate supports the back-office operations of the Processing Department, working alongside Case Managers and Enrolled Agents. The role combines administrative work with client-focused outreach: executing Transcript Investigation (TI) calls to obtain tax information directly from the IRS and performing key back-office tasks so the team has accurate, timely documentation and data for tax preparation and negotiation services.

Key responsibilities

• Conduct TI calls for individual and business clients and contact the IRS Practitioner line unit to retrieve accurate transcripts
• Log results in the CRM and archive retrieved documents in the database
• Process and submit Power of Attorney revocation requests and keep case files updated
• Complete and submit IRS Form 2848 (Power of Attorney and Declaration of Representative)
• Prepare and submit IRS Form 8821 (Tax Information Authorization) and keep tracking logs
• Pull taxpayer information transcripts from IRS databases and distribute them to Case Managers or Enrolled Agents
• Create and disable scheduled alerts for deadlines, follow-ups and document reviews, and maintain the department calendar
• Enter client and case data accurately and help maintain the databases

Required profile

• Valid Dominican passport and a Social Security Number
• Advanced English, spoken and written
• Attention to detail and ability to handle several tasks at once
• Comfortable on the phone, especially with IRS representatives
• Experience in data entry and back-office operations
• Knowledge of tax processes is a plus

What we offer

• Competitive base salary
• Health insurance through ARS Humano Royal Plan, available after 3 months
• Schedule Monday to Thursday 9:00 AM to 6:30 PM (EST) and Friday 9:00 AM to 3:00 PM (EST), weekends off