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Jobs · OTHR · Missouri

Customer Service Specialist | Enrolled Agent

Abacus! · Springfield, MO · Yesterday
On-siteOTHRFull-time

About The Company

At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession.

The Role

We are seeking a Customer Service Specialist to join our team. This role serves as a liaison between clients and tax authorities, providing strategic advice on penalty relief and compliance issues, and ensuring timely, accurate resolution of all tax-related correspondence.

  • Analyze IRS and state tax notices, prepare accurate responses, and determine required actions for resolution.
  • Represent clients in correspondence and negotiations with the IRS and state authorities to resolve penalties, notices, and audits.
  • Prepare audit defense files, collect documentation, and provide guidance on audit expectations and strategies.
  • Conduct technical research to develop compliant responses and identify resolution opportunities.
  • Identify and apply for penalty abatements, tax relief programs, and settlement options.
  • Maintain accurate records of tax notice responses, resolutions, and client communications.
  • Collaborate with internal departments to support integrated tax resolution strategies.
  • Recommend and implement process improvements for handling tax notices and audit cases.
  • Educate clients on notice triggers and compliance practices to prevent recurring issues.
  • Utilize tax software and digital tools to manage client cases efficiently and compliantly.

Essential Functions

  • Analyze and respond to federal and state tax notices with precision and in compliance with current regulations.
  • Serve as the primary contact with tax authorities, representing client interests in audits, correspondence, and negotiations.
  • Prepare supporting documentation and coach clients through audit-related processes and expectations.
  • Use authoritative tax research tools to develop defensible strategies and support responses.
  • Identify opportunities for penalty relief and manage the preparation and filing of abatement requests.
  • Maintain detailed records of all correspondence, filings, and outcomes to meet compliance requirements.
  • Partner with tax, legal, and financial departments to provide a holistic, client-focused resolution experience.

Competencies

  • Notice Review & Response: Analyze and respond to federal and state tax notices with precision and in compliance with current regulations.
  • Client Advocacy: Serve as the primary contact with tax authorities, representing client interests in audits, correspondence, and negotiations.
  • Audit Preparation: Prepare supporting documentation and coach clients through audit-related processes and expectations.
  • Tax Research & Strategy: Use authoritative tax research tools to develop defensible strategies and support responses.
  • Penalty Abatement: Identify opportunities for penalty relief and manage the preparation and filing of abatement requests.
  • Documentation & Compliance: Maintain detailed records of all correspondence, filings, and outcomes to meet compliance requirements.
  • Cross-Functional Collaboration: Partner with tax, legal, and financial departments to provide a holistic, client-focused resolution experience.

Supervisory Responsibility

This position has no supervision responsibilities. The Senior Tax Resolution Specialist will supervise this role.

Position Expectations & Work Environment

This is a full-time hourly non-exempt position. While performing the duties of this job, the employee works normal office hours (with guilt-free flexibility). Some weeks over 40 hours will be required.

Location & Travel

Based in Springfield, MO, but also serve employees in all Abacus! physical locations and those working remotely.

Required Education & Experience

  • Preferred Bachelor's degree in Accounting, Finance, or a related field.
  • Enrolled Agent preferred.

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