Customer Service Specialist | Enrolled Agent

Customer Service Specialist | Enrolled Agent Abacus!, is hiring! Abacus! is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. Join a rapidly growing organization with a strategic vision and dynamic plan We are seeking a Customer Service Specialist to join our team. We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! Objective: The Customer Service Specialist is responsible for resolving IRS and state tax notices, supporting clients through audit processes, and ensuring full tax compliance. This role serves as a liaison between clients and tax authorities, provides strategic advice on penalty relief and compliance issues, and ensures timely, accurate resolution of all tax-related correspondence. The ideal candidate is detail-oriented, experienced in audit defense, and skilled in delivering proactive, compliant solutions to reduce clients’ tax burdens and improve their overall financial stability. Essential Functions: 1. Analyze IRS and state tax notices, prepare accurate responses, and determine required actions for resolution. 2. Represent clients in correspondence and negotiations with the IRS and state authorities to resolve penalties, notices, and audits. 3. Prepare audit defense files, collect documentation, and provide guidance on audit expectations and strategies. 4. Conduct technical research to develop compliant responses and identify resolution opportunities. 5. Identify and apply for penalty abatements, tax relief programs, and settlement options. 6. Maintain accurate records of tax notice responses, resolutions, and client communications. 7. Collaborate with internal departments to support integrated tax resolution strategies. 8. Recommend and implement process improvements for handling tax notices and audit cases. 9. Educate clients on notice triggers and compliance practices to prevent recurring issues. 10. Utilize tax software and digital tools to manage client cases efficiently and compliantly. Competencies: 1. Notice Review & Response: Analyze and respond to federal and state tax notices with precision and in compliance with current regulations. 2. Client Advocacy: Serve as the primary contact with tax authorities, representing client interests in audits, correspondence, and negotiations. 3. Audit Preparation: Prepare supporting documentation and coach clients through audit-related processes and expectations. 4. Tax Research & Strategy: Use authoritative tax research tools to develop defensible strategies and support responses. 5. Penalty Abatement: Identify opportunities for penalty relief and manage the preparation and filing of abatement requests. 6. Documentation & Compliance: Maintain detailed records of all correspondence, filings, and outcomes to meet compliance requirements. 7. Cross-Functional Collaboration: Partner with tax, legal, and financial departments to provide a holistic, client-focused resolution experience. Supervisory Responsibility This position has no supervision responsibilities. He or she will have the Senior Tax Resolution Specialist as a supervisor. Position Expectations & Work Environment This is a full-time hourly non-exempt position. While performing the duties of this job, the employee works normal office hours (with guilt-free flexibility). Some weeks over 40 hours will be required. Location & Travel Based in Springfield, MO, but also serve employees in all Abacus! physical locations and those working remotely. Required Education & Experience Preferred Bachelor's degree in Accounting, Finance, or a related field. Enrolled Agent preferred. Physical Demands The physical demands described are representative of those necessary for an employee to successfully perform the essential functions of this job. While performing the dutie ... (truncated, view full listing at source)