1133 - Client Operations & IRS Resolution Coordinator

Description

We need an English-fluent Client Operations & IRS Resolution Coordinator, based in Latin America, available to work remotely.

We are looking for someone with exceptional communication and relationship-building skills, who embraces changes while maintaining strong attention to detail. An interested and proactive person, who's constantly learning and improving their skills.

Are you the one we are looking for?

Responsibilities:

• Own the firm's client tracker and practice-management system: every task assigned, dated, and current; every client record complete.

• Run the intake and onboarding pipeline: engagement checklists, records collection from clients (prior-year returns, bookkeeping access, source documents), confirming everything needed to deliver the work is in hand before it's promised.

• Coordinate and follow up across the internal team (preparers, accountants, licensed reviewers), with authority to chase dates and flag slippage early.

• Maintain document hygiene: client files organized, portal requests current.

• Provide clear written status: daily updates and a weekly view of what's on track, at risk, or blocked.

• Call the IRS Practitioner Priority Service (PPS) and ACS on behalf of clients; obtain account data; pull, organize, and summarize transcripts; track authorizations (Forms 2848/8821).

• Prepare Collection Information Statements (433-F/433-A); support installment agreements and CNC determinations, reviewed and submitted by the licensed team.

• Run disciplined follow-up on open IRS matters: notice deadlines, hold expirations, promised callbacks, logged and dated.

Requirements:

• 3+ years in a tax, accounting, or IRS-resolution practice, or a comparable professional-services operations role.

• Direct IRS phone experience: comfortable getting through, asking the right questions, documenting the call.

• Systems-and-checklists temperament: documentation-first, steady, precise.

• Works to dates and communicates in writing without being chased.

• Comfortable with modern cloud tools and AI-assisted workflows, or quick to adopt them (Financial Cents/Karbon/Canopy-class PM tools, QBO, e-signature/billing platforms).

It's a plus:

• Enrolled Agent (or on the EA path — firm supports credentialing).

• Fluent in Spanish.

• Prior M&A/client-transition experience.

Compensation:

• This position starts with a one-month, part-time trial period (20 hours per week), with a salary range of $1,300–$1,700. Upon successful completion of the trial period and based on performance, the contract will be updated to a full-time position with a salary range of $2,500–$3,300.

• The talent will work remotely allocated at our client.

Here are the steps for this process:

Application review/approval > Screening interview with GoFasti's team > We build and send your profile to our client > Profile review/approval by client > Interview with the client > Hiring and onboarding.