1133 - Client Operations & IRS Resolution Coordinator

Remotemid

OtherClient Operations

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Quick Summary

Key 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,

Requirements Summary

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,

Technical Tools

OtherClient Operations

Hello! We are GoFasti, a Talent-as-a-Service. GoFasti bridges the gap between world-class developers and designers from LatAm and first-class companies around the globe.

We need an English-fluent Mid Level 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

~1 min read

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Own the firm's client tracker and practice-management system: every task assigned, dated, and current; every client record complete.
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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.
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Coordinate and follow up across the internal team (preparers, accountants, licensed reviewers), with authority to chase dates and flag slippage early.
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Maintain document hygiene: client files organized, portal requests current.
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Provide clear written status: daily updates and a weekly view of what's on track, at risk, or blocked.
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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).
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Prepare Collection Information Statements (433-F/433-A); support installment agreements and CNC determinations, reviewed and submitted by the licensed team.
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Run disciplined follow-up on open IRS matters: notice deadlines, hold expirations, promised callbacks, logged and dated.

Requirements

~1 min read

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).