Tax Operations, Client Success Specialist

Paired

Tax Operations & Client Success Specialist managing tax-related processes and client support for US company. Collaborating with teams to ensure tax compliance remotely.

Posted 6/9/2026full-timeRemote • 🇨🇴 ColombiaMid-LevelSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

tax return managementIRS correspondencetax resolutionLLC formationsbusiness registrationscompliance trackingpenalty abatementsadministrative tax resolutionstax transcript retrievalworkflow management

Soft Skills

communication skillsorganizational skillsattention to detailclient relationsmultitaskingliaison abilitiesproblem-solvingtime managementadaptabilitycustomer service

Tools & Technologies

Google Workspacespreadsheetsinternal tracking systems

Industry Keywords

U.S. tax officeCPA firmaccounting firmtax resolution firmSecretary of State filingsS-Corporation electionannual filing requirementsquarterly estimated tax paymentsclient communicationsworkflow progress

About the role

Key responsibilities & impact

Manage client communications via phone and email.
Follow up on outstanding documents and requests.
Provide updates on tax return status and workflow progress.
Coordinate appointments and scheduling.
Route technical tax questions to the appropriate team members.
Contact the IRS and Franchise Tax Board regarding notices and correspondence.
Pull tax transcripts and maintain detailed records.
Request penalty abatements and assist with administrative tax resolutions.
Research balances, payments, filing history, and notices.
Follow up on unresolved client matters.
Assist with LLC formations and business registrations.
Coordinate Secretary of State filings and Statements of Information.
Support S-Corporation election filings.
Track compliance deadlines and annual filing requirements.
Coordinate quarterly estimated tax payment schedules.
Maintain internal tracking systems and spreadsheets.
Support tax return workflow management and delivery.
Keep client records accurate and up to date.
Serve as a liaison between clients and internal departments.

Requirements

What you’ll need

Prior experience working in a U.S. tax office, CPA firm, accounting firm, or tax resolution firm.
Experience handling IRS correspondence and tax-related administrative workflows.
Strong written and verbal English communication skills.
Excellent organizational skills and attention to detail.
Comfortable speaking with clients and government agencies.
Strong proficiency with Google Workspace and spreadsheets.
Ability to manage multiple priorities in a fast-paced environment.

Benefits

Comp & perks

Competitive salary (USD)
Work From Home
Flexible hours