LegalZoom Jobs Hiring Now

To align with our AI-integrated operating model, our interview process will assess AI fluency, curiosity, and measurable/impactful workflow integration.

Overview

• Perform technical review of all Form 1023-EZ and Form 1023 applications before filing, serving as the final quality gate before Pay.gov submission.
• Serve as the named representative on client Form 2848 powers of attorney, provide your own CAF number, and countersign powers of attorney documents as required.
• Act as the primary IRS contact under those powers of attorney, including managing examiner calls, inquiry letters, and other IRS correspondence.
• Draft and submit responses to IRS inquiries in partnership with clients and internal teams.
• Advise on complex issues escalated by intake and fulfillment teams, including public charity versus private foundation classification, 501(c)(3) versus 501(c)(4) or 501(c)(7) fit, reinstatements, and Form 8940 requests.
• Own ongoing technical training for fulfillment agents supporting the 501(c)(3) process.
• Build and maintain checklists, scripts, job aids, and training materials that promote consistent, high-quality work.
• Use Claude and other AI tools to support application drafting, technical review, documentation, and workflow improvement.
• Partner with Service Delivery leadership on process documentation, quality assurance, operating procedures, and continuous improvement as volume scales.
• Support escalations and advise Care and Sales teams on accurate, customer-appropriate communication related to 501(c)(3) services.

• An active CPA license or IRS Enrolled Agent credential in good standing, with authorization to practice before the IRS.

• An active CAF number or immediate eligibility to obtain one, plus willingness to be listed on client Forms 2848.
• At least six years of combined tax experience, with a minimum of three years in each area: hands-on tax resolution and IRS representation (notices, correspondence, examiner interactions), and nonprofit/exempt-organizations tax (Forms 1023, 1023-EZ, and 990, including public charity versus private foundation classification and 501(c)(3) versus 501(c)(4) or 501(c)(7) fit determinations).
• Demonstrated ability to work directly and effectively with the IRS, including examiners, practitioner channels, and e-Services.
• Experience training non-credentialed staff on technical tax or compliance processes.
• Strong proficiency with Claude and AI tools generally, with the judgment to incorporate them responsibly into everyday work.

• Medical, Dental, Vision Insurance
• 401k, With Matching Contributions
• Paid Time Off
• Health Savings Account (HSA)
• Flexible Spending Account (FSA)
• Short-Term/Long-Term Disability Insurance
• Plus other wellness benefits to include:
• Fertility
• Mental Health
• One Medical
• Fringe lifestyle benefits up to $250