Tax Professional Jobs in California

Tax Professional — Tax Preparation & IRS Representation

TaxWave | Full-Time

Annual Base Salary: $50,000–$100,000 (plus Potential Performance Bonuses)

Work-From-Home

About the Role

TaxWave is seeking a knowledgeable and motivated Enrolled Agent or licensed Tax Attorney with experience in federal tax preparation, IRS taxpayer representation, and tax resolution case management.

This position combines hands-on tax return preparation and review with direct communication and representation before the Internal Revenue Service. Responsibilities include preparing individual and business tax returns, reviewing IRS transcripts, handling taxpayer account inquiries with IRS representatives, preparing resolution submissions, and managing assigned tax matters.

The ideal candidate has a solid understanding of federal taxation, is comfortable speaking directly with the IRS, and can manage assigned work with accuracy, professionalism, and consistent follow-through.

This is an early-to-mid-level technical position. We are not requiring extensive experience in complex tax litigation, administrative appeals, or advanced collection defense. However, candidates should possess practical tax knowledge, sound judgment, and the ability to work independently on routine tax preparation and IRS representation matters.

This is a non-client-facing position. Client communication, document collection, and client relationship management are handled by separate internal teams. The Tax Professional will focus on technical tax work, IRS communications, and coordination with internal personnel.

What You Will Do

Federal Tax Preparation & Compliance

• Prepare and review individual federal income tax returns, including Forms 1040 and applicable schedules.
• Prepare or assist with business tax returns, including Forms 1120, 1120-S, and 1065, as applicable to experience.
• Prepare prior-year and delinquent tax returns to restore filing compliance.
• Review income documents, deductions, credits, financial statements, and supporting records for accuracy.
• Analyze previously filed returns and identify discrepancies, missing information, or potential corrections.
• Prepare amended returns when appropriate and address IRS notices relating to filing discrepancies.
• Research federal tax questions and apply current IRS instructions, tax rules, and filing requirements.
• Identify missing documentation or information and coordinate with internal case-management personnel to obtain the necessary materials.

IRS Communication & Taxpayer Representation

• Communicate directly with IRS representatives regarding taxpayer accounts, balances, notices, filing requirements, payment arrangements, and resolution matters.
• Handle calls with IRS departments, including Automated Collection System (ACS), Practitioner Priority Service (PPS), and other applicable IRS units.
• Obtain account information, verify balances, review collection activity, and clarify outstanding taxpayer obligations.
• Request and follow up on account corrections, payment applications, penalty relief, and available collection holds when appropriate.
• Negotiate or establish routine installment agreements and payment arrangements within applicable IRS guidelines.
• Assist with Currently Not Collectible (CNC) requests, penalty abatement, and other common resolution options.
• Respond to IRS correspondence and follow up on pending requests, submissions, and case developments.
• Maintain detailed records of IRS conversations, representative information, commitments, deadlines, and required next steps.

IRS Case Preparation & Resolution Support

• Obtain and analyze IRS account, return, wage and income, and other relevant transcripts.
• Identify unfiled returns, outstanding balances, penalties, collection activity, and potential account discrepancies.
• Prepare IRS authorization forms, including Forms 2848 and 8821, for processing through the appropriate internal workflow.
• Prepare financial disclosure forms such as Forms 433-A, 433-F, and related documentation.
• Assemble supporting documentation for installment agreements, CNC requests, Offers in Compromise, and penalty abatement requests.
• Review taxpayer financial information, including income, expenses, assets, and liabilities.
• Prepare case summaries, financial calculations, and supporting documentation for IRS submissions.
• Assist senior tax professionals with complex collection cases, audit responses, administrative appeals, and other specialized matters.
• Identify cases requiring additional technical review or escalation rather than attempting to resolve issues outside the employee's experience.

Internal Case Management & Technical Coordination

• Manage assigned tax preparation and IRS resolution work while maintaining accurate records in the company's case-management system.
• Monitor IRS deadlines, pending submissions, required follow-ups, and outstanding compliance requirements.
• Review case files and supporting documentation provided by internal teams.
• Coordinate with case managers and other tax professionals regarding documentation requirements, technical findings, and case status.
• Document completed work, outstanding requirements, IRS determinations, and recommended next steps.
• Escalate complex matters, procedural issues, or unusual IRS positions to senior tax professionals when necessary.
• Follow established internal procedures, quality-control standards, and case documentation requirements.
• Ensure tax filings, IRS submissions, and assigned follow-up actions are completed accurately and within applicable deadlines.

Required Qualifications

• Active Enrolled Agent credential or active attorney license in good standing, with authorization to represent taxpayers before the IRS.
• At least one to two years of relevant professional experience in federal tax preparation, tax resolution, taxpayer representation, or a combination of these areas.
• Experience preparing individual federal income tax returns and reviewing supporting tax documentation.
• Working knowledge of IRS account transcripts, tax notices, filing compliance, and common collection procedures.
• Familiarity with IRS installment agreements, penalty abatement, and basic tax resolution processes.
• Ability to communicate professionally with IRS representatives and internal personnel.
• Strong attention to detail, analytical skills, and ability to manage multiple assigned cases simultaneously.
• Proficiency with tax preparation software, IRS resources, and general office technology.
• Active PTIN or ability to obtain one before preparing federal tax returns for compensation.
• Strong written communication skills, professionalism, and organizational ability.

Additional Experience We Value

• Direct experience speaking with IRS ACS, PPS, Revenue Officers, or other IRS personnel.
• Experience with Forms 433-A, 433-F, 656, 9465, 2848, and 8821.
• Experience preparing S corporation, partnership, or corporate tax returns.
• Prior experience in a tax resolution firm, enrolled agent practice, CPA firm, or tax law office.
• Experience preparing Offers in Compromise, CNC submissions, and financial collection statements.
• Familiarity with IRS examination procedures, audit responses, and notice resolution.
• Experience with payroll and employment tax matters, including Forms 940 and 941.
• Familiarity with IRS collections, liens, levies, and taxpayer account corrections.
• Experience using tax resolution case-management systems or professional tax preparation software.
• Exposure to state income tax preparation, compliance, or representation matters.

Candidates are not expected to have experience in every area listed above. We value practical tax knowledge, demonstrated competency, attention to detail, and the ability to learn additional IRS procedures.

Compensation and Work Arrangement

Annual base salary: $50,000–$100,000, plus potential performance bonuses.

Starting compensation will depend on relevant tax preparation experience, IRS representation skills, technical knowledge, professional credentials, and ability to independently manage assigned responsibilities.

This is a full-time, work-from-home position. Employees are expected to maintain a professional remote working environment, meet assigned responsibilities and deadlines, and coordinate effectively with internal teams.

Why TaxWave

TaxWave offers an opportunity to develop a broad range of practical federal tax skills while working on meaningful tax preparation, IRS compliance, and taxpayer representation matters.

Unlike positions focused exclusively on preparing returns or processing routine paperwork, this role provides exposure to both the preparation and representation sides of federal taxation.

Our structured operating model allows tax professionals to focus on technical tax work and IRS representation while dedicated teams manage client communication and administrative coordination.

Employees will work alongside experienced tax professionals, gain additional exposure to IRS procedures, and have opportunities to develop their technical knowledge and case-management capabilities.

We value accuracy, accountability, initiative, professional development, and individuals who take ownership of their work.

TaxWave is an equal opportunity employer.

Pay: $50,000.00 - $100,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Vision insurance

Application Question(s):

• Please provide your EA enrollment number, for verification.
• What is your earliest available start date, including any notice period?
• Based on the responsibilities and requirements of this position, as well as your qualifications, experience, and the value you believe you would bring to the organization, what starting annual base salary would you consider fair and appropriate for yourself? Please provide a specific amount, along with any context you would like us to consider in the previous question.

License/Certification:

• Active Enrolled Agent (EA) (Required)

Work Location: Remote