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Offshore EA or CPA Needed – IRS Transcript & Account Resolution Support (As Needed) - Contract to Hire

Upwork
, Contractor Remote Posted 5 days ago

Job Description

Job Description

We are a U.S.-based tax office looking for an experienced Enrolled Agent (EA) or licensed CPA to assist with IRS account matters on a case-by-case basis.

This is not a full-time position. Work will be assigned as needed per client file.

Responsibilities

Contact the IRS using executed Form 2848 on behalf of clients

Obtain:
• Account transcripts
• Wage & income transcripts
• Record of account transcripts
• Payoff balances
• Penalty and interest balances
• Payment history and account status
• Review IRS notices and compare with transcripts
• Verify balances due, payments, and adjustments
• Document detailed call notes and outcomes
• Send a brief summary back to our office after each case

Requirements
• Active EA or CPA
• Experience representing taxpayers before the IRS using Form 2848
• Comfortable speaking with the IRS by phone
• Strong understanding of IRS transcripts and balances due
• Strong English communication
• Detail-oriented and reliable

Position Type
• Remote / Offshore Preferred
• Project-based / Case-by-case as needed

To Apply Please Answer:

1. Are you an active EA or CPA?

2. What country are you located in?

3. How much experience do you have calling the IRS under Form 2848?

4. Have you worked with transcripts, payoff requests, and account research before?

5. What is your rate per hour or per case?

6. What is your usual turnaround time once assigned a case?

We are looking for someone dependable we can send IRS matters to as they come in.
Interested in this role?

Don't miss out! Click below to view the full application on the company's website.

Apply on Company Website

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