Senior Tax Lead, Nonprofit & IRS Representation (Hybrid)

Legalzoom; Austin (TX); Hybrid; USD 77,000 - 123,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k with matching

Paid Time Off

Health Savings Account

Flexible Spending Account

Disability Insurance

Wellness benefits

Fertility benefits

Mental Health

One Medical

Fringe benefits up to $250

Job summary

LegalZoom is hiring for a Tax Service Delivery role focused on 501(c)(3) operations. You will review Form 1023/1023-EZ, act as IRS representative on Form 2848, and manage IRS correspondence with clients and internal teams.

You will guide complex classifications (public charity vs private foundation) and ensure accurate, compliant filings while training fulfillment staff and improving workflows. Remote-friendly with a hybrid setup across multiple offices.

Qualifications

• Active CPA license or IRS Enrolled Agent credential in good standing.
• Active CAF number or eligibility to obtain one.
• 6+ years combined tax experience with 3+ years in tax resolution/IRS representation and nonprofit exempt-organization tax.
• Proven ability to work with IRS across examiners, channels, and e-Services.
• Experience training non-credentialed staff on tax/compliance processes.
• Strong proficiency with Claude and AI tools in professional settings.

Responsibilities

• Perform technical review of Form 1023-EZ and 1023 applications before filing, as final quality gate.
• Act as the IRS representative on client Form 2848 and countersign powers of attorney.
• Manage IRS correspondence and examiner calls.
• Draft and submit responses to IRS inquiries with clients and internal teams.
• Advise on complex nonprofit classifications and 501(c)(3) vs 501(c)(4)/501(c)(7) fit.
• Own training for fulfillment agents on the 501(c)(3) process.
• Create and maintain checklists, scripts, and training materials.
• Use Claude and AI tools to support drafting, review, and process improvements.
• Collaborate on process documentation and continuous improvement as volume grows.
• Support Care and Sales with accurate customer communications.

Skills

CPA license

IRS Enrolled Agent

CAF number eligibility

IRS representation experience

Nonprofit tax expertise

Claude/AI tools

Tools

Claude

Job description

LegalZoom is hiring for a Tax Service Delivery role focused on 501(c)(3) operations. You will review Form 1023/1023-EZ, act as IRS representative on Form 2848, and manage IRS correspondence with clients and internal teams.

You will guide complex classifications (public charity vs private foundation) and ensure accurate, compliant filings while training fulfillment staff and improving workflows. Remote-friendly with a hybrid setup across multiple offices.