Tax Paralegal (Remote)

About the role

The ideal candidate will reside in Southern California, but all qualified candidates are encouraged to apply. This is not a traditional support role. The firm is looking for someone who can own a caseload, driving matters from intake through resolution with minimal supervision, communicating directly with clients and tax agencies, and working alongside attorneys on substantive tax controversy work.

Responsibilities

• Manage tax controversy case files end-to-end (e.g., new file setup, deadline and budget tracking, retainer and A/R management, and case closing)
• Support a broad mix of matter types: IRS and state collections, income tax audits (IRS/FTB), employment tax audits (EDD), sales tax audits (CDTFA), innocent spouse claims, appeals, and Tax Court
• Obtain agency Powers of Attorney; pull and review account transcripts, Wage & Income Transcripts, and related agency records
• Review tax returns, financial statements, general ledgers, and other financial records; complete BDA, financial analysis, audit, and sales tax workpapers
• Draft IRS forms (433-A, CDP requests, penalty abatement requests, and appeals), Tax Court petitions, and FOIA and TAS requests using firm tax tools
• Conduct legal and factual research using AI-assisted platforms and traditional research tools; draft memos for internal and client use
• Communicate directly with clients and tax agency personnel. Coordinating document gathering, providing status updates, and following up on agency requests
• Assist with scheduling and attend strategy meetings with clients and responsible attorneys

Requirements

• 3–7 years of relevant experience in a tax, paralegal, or accounting environment
• Demonstrated comfort working with financial data (e.g., tax returns, account transcripts, financial statements, and general ledgers)
• Prior experience drafting IRS forms (433-A, CDP, penalty abatement, appeals) a strong plus
• Enrolled Agent (EA) license strongly preferred but not required
• Naturally organized and process-oriented; relies on systems, checklists, and workflows to manage deadlines and case stages
• Comfortable with ownership and accountability over close supervision
• Excellent written and verbal communication skills; comfortable engaging directly with clients and tax agency personnel
• Proactive and fast-moving. Takes initiative to advance matters without waiting to be directed

Qualifications

• Highly organized and process-oriented; naturally relies on systems, checklists, and workflows to manage deadlines and case stages
• Comfortable with ownership and accountability over close supervision
• Excellent written and verbal communication skills; comfortable engaging directly with clients and tax agency personnel
• Proactive and fast-moving. Takes initiative to advance matters without waiting to be directed

Skills

• Strong organizational and time management skills
• Ability to work independently and manage a caseload in a fully remote environment
• Experience with tax law and regulations
• Proficiency with tax software and tools
• Strong research and analytical skills
• Effective communication and interpersonal skills

Benefits

Not specified

Pay

The salary range for this role is $70,000 - $100,000, plus performance-based bonuses. Pay is based on multiple factors including but not limited to work experience, qualifications, credentials, location, and market supply/demand.

Schedule

Full-Time

Location

Remote