We are recruiting on behalf of a U.S.-based tax resolution firm looking for an entry-level Tax Resolution Assistant to join their team.
This is a great opportunity for someone who is highly organized, inquisitive, comfortable working with data, and interested in developing a career in tax resolution. The role is primarily focused on data entry, document management, and maintaining accurate information throughout the tax resolution process rather than complex tax preparation.
The ideal candidate will be a quick learner who isn't afraid to ask questions, can adapt to changing situations, and is motivated to develop into a more autonomous tax resolution professional over time.
Key Responsibilities:
Gather and organize client tax documents, including W-2s, 1099s, and other supporting documentation
Review incoming client information for completeness and accuracy
Import client information into ProConnect tax software
Double-check automated data entries and identify discrepancies or missing information
Manually enter information where required
Maintain accurate and organized client records
Track the flow of documents and information throughout active tax resolution cases
Follow up on missing documentation and outstanding information
Support the tax resolution team with administrative and data-entry tasks
Help ensure cases move efficiently through each stage of the process
Communicate professionally and empathetically with clients when information or documentation is required
Learn and apply new processes, systems, and tax-resolution procedures as your knowledge develops
Required Qualifications: Minimum 2-year college degree in any field
Strong attention to detail and accuracy
Excellent data-entry and computer skills
Strong written and verbal communication skills
Comfortable working with spreadsheets, databases, and software systems
Strong organizational skills and ability to manage multiple cases or priorities
Ability to learn new software and processes quickly
Comfortable working independently in a relatively unstructured environment
Must be based in the United States or a U.S. territory, such as Puerto Rico or Guam
Preferred Qualifications: Experience with ProConnect or other tax software
Previous experience in tax, accounting, financial services, or professional services
Data-entry or document-processing experience
Experience working with sensitive or confidential client information
Customer service experience, particularly in situations where clients may be stressed or frustrated
What We're Looking For:
This role is not simply a data-entry position. We're looking for someone who has the potential to grow with the business.
The right person will be:
Inquisitive — you ask questions rather than making assumptions
Flexible — you can adapt when the process isn't perfectly defined
Resilient — you take feedback and criticism constructively
Empathetic — you can remain calm and professional when dealing with clients under financial stress
Curious — you genuinely want to understand how things work
Self-motivated — you don't need constant supervision to keep moving
Detail-oriented — you understand that small errors can have significant consequences
A fast learner — you're comfortable learning new systems and developing specialist knowledge
Growth Opportunity
This position is intended to provide a long-term career path within tax resolution.
Initially, the role will focus heavily on data entry, document collection, case administration, and learning the firm's systems and processes. As your knowledge and confidence develop, there is an opportunity to take on greater responsibility and eventually become a self-sufficient tax resolution professional, including developing the skills required to assist with client cases and negotiate payment plans with the IRS.
$2,500 - $3,000 a month U.S.-based tax resolution firm | Eastern Standard Time (EST) working hours | Full-time (40 hours per week)
Why Join Assist World?
100% REMOTE
$50 birthdaybonus
$200 testimonialbonus
NO TRACKER. NO PROBLEM
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
