Remote Tax Resolution Analyst - IRS Case Expert

DOXA Talent, Inc.; Philippines; On-site; PHP 600,000 - 900,000; Full time

Job summary

DOXA Talent, Inc. is seeking a detail-oriented Tax Resolution Analyst to support case preparation and financial analysis for IRS representation matters, working behind the scenes.

This remote role requires organizing client data, reviewing income and expenses, and preparing concise case summaries for the Enrolled Agent, while following structured SOPs with precision.

Based in the Philippines, you will join an international team and coordinate across time zones.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or a related field preferred.
• At least 5 years of relevant experience in tax, accounting, bookkeeping, financial analysis, or related fields.
• Strong attention to detail and high level of accuracy in handling financial data and documentation.
• Ability to follow structured processes, SOPs, and case preparation procedures.
• Strong organizational and analytical skills with a methodical approach to work.
• Clear and professional written communication skills.
• Ability to manage document-heavy and data-intensive tasks efficiently.
• Experience supporting tax resolution, IRS-related, accounting, or financial casework (nice to have).
• Ability to quickly learn new systems, tools, and internal processes (nice to have).
• Proactive mindset with the ability to identify issues, inconsistencies, or missing information independently (nice to have).

Responsibilities

• Create and maintain organized digital client files.
• Ensure all required documents are collected and properly stored.
• Track case status and identify missing items.
• Maintain clean, consistent file structure across all cases.
• Review income, expenses, and assets.
• Identify financial patterns and inconsistencies.
• Prepare financial summaries for review.
• Review IRS transcripts (training provided).
• Identify tax years owed and compliance status.
• Flag issues such as unfiled returns or discrepancies.
• Prepare concise case summaries for the Enrolled Agent.
• Assist in identifying potential IRS resolution options.
• Gather and organize information needed for final determination.
• Prepare internal documentation to support case strategy.
• Complete multiple years' tax returns per client, sometimes including bookkeeping.
• Prepare clear internal notes and summaries.
• Support the team by identifying next steps in each case.
• Follow up on missing documentation (internally or via coordinator).

Skills

Attention to detail

Analytical skills

Organizational skills

Written communication

Follow SOPs

Data handling

Education

Bachelor’s degree in Accounting, Finance, Business, or a related field

Job description

DOXA Talent, Inc. is seeking a detail-oriented Tax Resolution Analyst to support case preparation and financial analysis for IRS representation matters, working behind the scenes.

This remote role requires organizing client data, reviewing income and expenses, and preparing concise case summaries for the Enrolled Agent, while following structured SOPs with precision.

Based in the Philippines, you will join an international team and coordinate across time zones.