Tax Resolution / Financial Analyst – Part-Time

We are a small tax resolution firm, new to Orange County and growing, seeking a Tax Resolution / Financial Analyst with hands-on tax resolution experience. EA or CPA license is NOT required, but real-world experience is mandatory.

This is a part-time, in-office position (up to 20 hours per week).

Job Responsibilities

Prepare Offer in Compromise (OIC) cases

Prepare Partial Payment Installment Agreements (PPIA)

Assist with Currently Not Collectible (CNC/CA) determinations

Analyze financials and prepare IRS forms (433-A, 433-B, 656, supporting schedules)

Review IRS transcripts and account data

Prepare and/or assist with tax returns including 1040, 1120, 1120-S, and 1065

Support IRS phone calls and case follow-ups

Maintain organized and complete case files

Qualifications (REQUIRED)

Tax resolution experience REQUIRED (OIC, PPIA, CNC)

Familiarity with Drake Tax Software REQUIRED

Strong understanding of IRS collections and financial analysis

Ability to prepare individual and business tax returns

Detail-oriented, analytical, and organized

Reliable and comfortable working in-office

To apply:

Please email your resume and a brief summary of your tax resolution experience and familiarity with Drake Tax.