Senior Tax & Exemption Expert — IRS Liaison (Onsite Austin)

LegalZoom.com, Inc.; Austin (TX); On-site; USD 77,000 - 123,000; Full time

Benefits offered by this job

401k with matching

Disability insurance

Fringe benefits up to $250

Job summary

LegalZoom is seeking a credentialed tax professional to serve as the technical quality gate for our 501(c)(3) fulfillment operation in Austin, TX. You will review Form 1023/1023-EZ, act as IRS representative on client matters, and guide fulfillment teams on nonprofit classifications and IRS processes.

Ideal candidates have CPA or Enrolled Agent credentials, 6+ years of tax experience—3+ in nonprofit/tax resolution—and experience with Claude AI tools to support drafting and review.

Qualifications

• Active CPA license or IRS Enrolled Agent credential in good standing.
• Active CAF number or immediate eligibility to obtain one.
• 6+ years combined tax experience with 3+ years in tax resolution and nonprofit tax.
• Experience working directly with the IRS including examiner calls and notices.
• Experience training non-credential staff on tax/compliance processes.
• Proficiency with Claude and AI tools, with prudent integration into work.
• Ability to work full-time onsite from LegalZoom’s Austin, TX office.

Responsibilities

• Perform technical review of Form 1023-EZ and Form 1023 before filing.
• Serve as the named representative on client Form 2848 powers of attorney.
• Act as primary IRS contact under powers of attorney, managing calls and correspondence.
• Draft and submit responses to IRS inquiries with clients and teams.
• Advise on complex nonprofit classifications and tax issues escalated by teams.
• Own ongoing technical training for fulfillment agents in the 501(c)(3) process.
• Build and maintain checklists, scripts, and training materials for consistency.
• Use Claude and AI tools to support drafting, review, and workflow improvement.
• Partner with Service Delivery leadership on procedures and continuous improvement.
• Support care and sales teams on accurate client communications regarding 501(c)(3).

Skills

Tax experience

Nonprofit tax

IRS liaison

Claude AI tools

Training staff

Onsite work skills

Education

CPA license

IRS Enrolled Agent credential

Tools

Claude AI

Job description

LegalZoom is seeking a credentialed tax professional to serve as the technical quality gate for our 501(c)(3) fulfillment operation in Austin, TX. You will review Form 1023/1023-EZ, act as IRS representative on client matters, and guide fulfillment teams on nonprofit classifications and IRS processes.

Ideal candidates have CPA or Enrolled Agent credentials, 6+ years of tax experience—3+ in nonprofit/tax resolution—and experience with Claude AI tools to support drafting and review.