Senior Tax Associate — Nonprofit & IRS Expert (Hybrid)

Jobvite, Inc.; Los Angeles (CA); Hybrid; USD 77,000 - 123,000; Full time

Benefits offered by this job

401k with matching

Disability insurance

Wellness benefits

Fringe lifestyle benefits up to $250

Job summary

LegalZoom Tax Service Delivery is seeking a credentialed tax professional to serve as the technical quality gate for 501(c)(3) fulfillment. You will review Form 1023/1023-EZ and act as IRS representative on Form 2848, manage IRS correspondence, and guide classification decisions, working with AI tools to improve accuracy and efficiency.

The role requires active CPA or Enrolled Agent credentials, CAF eligibility, and at least six years of tax experience, including nonprofit and IRS

Qualifications

• Active CPA license or IRS Enrolled Agent credential in good standing.
• Active CAF number or eligible to obtain one, and willing to be listed on client Forms 2848.
• At least six years of combined tax experience with three years in tax resolution/IRS representation and nonprofit tax.
• Experience training non-credentialed staff on technical tax or compliance processes.

Responsibilities

• Review Form 1023-EZ and 1023 applications before filing as final quality gate.
• Serve as named IRS representative on client Form 2848 powers of attorney.
• Manage IRS correspondence and examiner calls.
• Draft and submit responses to IRS inquiries with clients and internal teams.
• Provide guidance on complex nonprofit classifications and tax determinations.
• Train fulfillment agents supporting the 501(c)(3) process.
• Create checklists, scripts, and training materials for quality consistency.
• Utilize Claude and AI tools to support drafting and workflow improvement.

Skills

Tax resolution

IRS representation

Nonprofit tax

Education

CPA license or EA credential

Tools

Claude AI

Job description

LegalZoom Tax Service Delivery is seeking a credentialed tax professional to serve as the technical quality gate for 501(c)(3) fulfillment. You will review Form 1023/1023-EZ and act as IRS representative on Form 2848, manage IRS correspondence, and guide classification decisions, working with AI tools to improve accuracy and efficiency.

The role requires active CPA or Enrolled Agent credentials, CAF eligibility, and at least six years of tax experience, including nonprofit and IRS