Onsite Nonprofit Tax Associate II – IRS Liaison

Francisco Partners; Austin (TX); On-site; USD 77,000 - 103,000; Full time

Benefits offered by this job

Medical Insurance

401(k) Matching

Paid Time Off

Health Savings Account

Flexible Spending Account

Disability Insurance

Wellness benefits

Fertility

Mental Health

One Medical

Fringe Benefits

Job summary

LegalZoom in Austin, Texas is seeking a credentialed tax professional to serve as the technical quality gate for our in-house 501(c)(3) fulfillment operation. You will review all Form 1023 and 1023-EZ before filing, manage IRS correspondence, and advise on nonprofit classifications while using Claude and AI tools to support drafting and process improvement.

Candidates must hold a CPA or IRS Enrolled Agent, have CAF number eligibility, and at least six years of tax experience including IRS

Qualifications

• Active CPA or IRS Enrolled Agent credential in good standing.
• CAF number eligibility and willingness to be listed on client Forms 2848.
• Six years of combined tax experience with at least three years in IRS representation and nonprofit/exempt-organizations tax.
• Proven ability to work with the IRS including examiners and e-Services.
• Experience training non-credentialed staff on technical tax processes.
• Proficiency with Claude and AI tools, with ability to integrate them into daily work.
• Ability to work full-time onsite from LegalZoom’s Austin, Texas office.

Responsibilities

• Perform technical review of Form 1023-EZ and Form 1023 before filing as final quality gate.
• Serve as named representative on client Form 2848 powers of attorney and countersign documents.
• Act as primary IRS contact under these powers, managing calls and correspondence.
• Draft and submit responses to IRS inquiries with clients and internal teams.
• Advise on complex nonprofit classifications and reinstatements as needed.
• Own ongoing technical training for fulfillment staff supporting the 501(c)(3) process.
• Build checklists, scripts, and training materials to promote consistency.
• Use Claude and other AI tools to support drafting, review, and workflow improvement.
• Collaborate with Service Delivery leadership on procedures and QA as volume grows.
• Support escalations and communicate with Care and Sales about 501(c)(3) services.

Skills

CPA/EA license

CAF Number

IRS representation

Nonprofit tax expertise

AI tools proficiency

Onsite work

Education

CPA certificate or IRS Enrolled Agent

Tools

Claude AI

Job description

LegalZoom in Austin, Texas is seeking a credentialed tax professional to serve as the technical quality gate for our in-house 501(c)(3) fulfillment operation. You will review all Form 1023 and 1023-EZ before filing, manage IRS correspondence, and advise on nonprofit classifications while using Claude and AI tools to support drafting and process improvement.

Candidates must hold a CPA or IRS Enrolled Agent, have CAF number eligibility, and at least six years of tax experience including IRS