Tax Associate II

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

Benefits offered by this job

401k with matching

Paid Time Off

Health Savings Account

Flexible Spending Account

Short-Term/Long-Term Disability

Wellness benefits

Job summary

LegalZoom Tax Service Delivery seeks a credentialed tax professional to serve as the technical quality gate for 501(c)(3) filings. You will review Form 1023/1023-EZ before filing, act as IRS representative on Form 2848, and guide fulfillment teams supporting intake and preparation.

You’ll use Claude and other AI tools to draft, review, and improve processes. This onsite Austin role requires an active CPA or Enrolled Agent, CAF eligibility, and at least six years of combined tax experience in

Qualifications

• Active CPA license or IRS Enrolled Agent credential in good standing.
• CAF number or eligibility to obtain one and be listed on Forms 2848.
• Six years of combined tax experience, incl. nonprofit tax and IRS representation.
• Experience with Form 1023/1023-EZ and 990 classifications.

Responsibilities

• Perform technical review of Form 1023/1023-EZ before filing.
• Represent client on Form 2848 powers of attorney and manage CAF.
• Be primary IRS contact for examiner calls and correspondence.
• Draft responses to IRS inquiries with clients and teams.
• Advise on complex nonprofit classifications and reinstatements.
• Develop training and checklists for fulfillment agents.
• Utilize Claude and AI tools to draft, review, and improve workflows.
• Collaborate with Service Delivery on procedures and improvements.
• Assist Care and Sales with accurate client communications.

Skills

IRS liaison

Nonprofit tax expert

Tax resolution

Staff training

Claude AI proficiency

Education

CPA or Enrolled Agent

Tools

Claude AI tools

IRS e-Services

Job description

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, located at the Domain.

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.

• 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:
• 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.