Tax Associate II

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

Description

About LegalZoom

LegalZoom is on a mission to help people navigate the legal system with confidence and clarity. As a leader in online legal services for over 25 years, we combine technology, attorney-led solutions, and expertise to protect the aspirations, lives, and legacies of millions of customers. If you’re ready to contribute to a collaborative, diverse, and distributed group of creative thinkers and problem-solvers, we can’t wait to meet you.

This position will be 100% onsite, located in our Austin office.

Human-in-the-Loop

At LegalZoom, we operate with a human-in-the-loop model, where AI enhances—rather than replaces—human judgment. We believe the strongest outcomes for our customers come from thoughtfully integrating human expertise with AI capabilities to improve accuracy, safety, and decision‑making.

To align with our AI-integrated operating model, our interview process will assess AI fluency, curiosity, and measurable/impactful workflow integration.

Overview

LegalZoom Tax Service Delivery is building our in-house 501(c)(3) fulfillment operation. We’re seeking a credentialed tax professional to serve as the technical quality gate and subject‑matter expert for this operation.

In this role, you will review every Form 1023 and Form 1023-EZ application before filing, serve as the named IRS representative on client Form 2848 powers of attorney, manage IRS correspondence, advise on complex nonprofit classifications, and guide the fulfillment teams supporting intake and preparation. You’ll also use Claude and other AI tools to support drafting, review, and process improvement.

This work protects filing quality while establishing the operating procedures and training discipline needed to scale efficiently as volume grows.

You will

• Perform technical review of all Form 1023-EZ and Form 1023 applications before filing, serving as the final quality gate before Pay.gov submission.
• Serve as the named representative on client Form 2848 powers of attorney, provide your own CAF number, and countersign powers of attorney documents as required.
• Act as the primary IRS contact under those powers of attorney, including managing examiner calls, inquiry letters, and other IRS correspondence.
• Draft and submit responses to IRS inquiries in partnership with clients and internal teams.
• Advise on complex issues escalated by intake and fulfillment teams, including public charity versus private foundation classification, 501(c)(3) versus 501(c)(4) or 501(c)(7) fit, reinstatements, and Form 8940 requests.
• Own ongoing technical training for fulfillment agents supporting the 501(c)(3) process.
• Build and maintain checklists, scripts, job aids, and training materials that promote consistent, high‑quality work.
• Use Claude and other AI tools to support application drafting, technical review, documentation, and workflow improvement.
• Partner with Service Delivery leadership on process documentation, quality assurance, operating procedures, and continuous improvement as volume scales.
• Support escalations and advise Care and Sales teams on accurate, customer‑appropriate communication related to 501(c)(3) services.

You have

• An active CPA license or IRS Enrolled Agent credential in good standing, with authorization to practice before the IRS.
• An active CAF number or immediate eligibility to obtain one, plus willingness to be listed on client Forms 2848.
• At least six years of combined tax experience, with a minimum of three years in each area: hands‑on tax resolution and IRS representation (notices, correspondence, examiner interactions), and nonprofit/exempt‑organizations tax (Forms 1023, 1023‑EZ, and 990, including public charity versus private foundation classification and 501(c)(3) versus 501(c)(4) or 501(c)(7) fit determinations).
• Demonstrated ability to work directly and effectively with the IRS, including examiners, practitioner channels, and e‑Services.
• Experience training non‑credentialed staff on technical tax or compliance processes.
• Strong proficiency with Claude and AI tools generally, with the judgment to incorporate them responsibly into everyday work.
• Ability to work full‑time onsite from LegalZoom’s Austin, Texas office.

The salary range for this role is $77,300-$103,000. Actual compensation offered will depend on several factors, including but not limited to: geographic location, work experience, education, skill level, and/or other business and organizational needs. In addition, an annual bonus, incentive bonus and/or restricted stock units may be provided as part of the compensation package. You will also receive a full range of medical, financial, and other benefits, as seen below.

• Medical, Dental, Vision Insurance
• 401k, With Matching Contributions
• Paid Time Off
• Health Savings Account (HSA)
• Flexible Spending Account (FSA)
• Short‑Term/Long‑Term Disability Insurance
• Plus other wellness benefits to include:
• Fertility
• Mental Health
• One Medical
• Fringe lifestyle benefits up to $250

Join us in making a difference as we build our future and help ensure access to professional legal advice to all! LegalZoom is an equal opportunity employer, dedicated to diversity, equality, and inclusion, and provides equal employment opportunities to all employees and applicants for employment. LegalZoom prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Additionally, LegalZoom is enrolled in the E-Verify program. For additional information on E-Verify, please visit Participation and Right to Work pages.