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TYPE OF WORK
Part Time
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SALARY
Vary
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HOURS PER WEEK
40
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DATE UPDATED
Jun 22, 2026
Tax Documentation & Client Success Specialist
(Remote)
About Us
We help business owners recover valuable tax credits through the FICA Tip Tax Credit program.
Our team works directly with restaurant and hospitality businesses across the United States to
gather documentation, process claims, and coordinate with our CPA team.
We are a growing company, and we're looking for someone who enjoys organization, document
management, client communication, and process improvement. Because we're still building and
refining our systems, your feedback will directly help shape how our software and workflows evolve.
Position Overview
We are seeking a highly organized and detail-oriented Tax Documentation & Client Success
Specialist to manage client files, review required tax documentation, follow up on missing items,
and coordinate with our CPA team.
This role is ideal for someone who enjoys working through large client lists, keeping detailed
records, and ensuring nothing falls through the cracks.
Responsibilities
• Review client accounts within our software platform.
• Determine which documents are still required for each client.
• Follow up with clients by phone,
• Understand and track various IRS forms and tax-related documents.
• Verify that submitted documents are complete and accurate.
• Work closely with our CPA team to obtain additional information when requested.
• Contact clients who own multiple businesses and determine whether all eligible companies have
been enrolled.
• Monitor client progress and keep records updated within the system.
• Escalate issues when documentation is incomplete or unclear.
• Suggest improvements to workflows and software features that would make the process more
efficient.
Examples of Documents You Will Work With
• IRS Form 8821 (Personal)
• IRS Form 8821 (Business)
• IRS Form 2848 (Personal)
• IRS Form 2848 (Business)
• IRS Account Transcripts
• Business Tax Returns
• Payroll Reports
• Supporting IRS Documentation
Requirements
• Excellent English communication skills (written and verbal).
• Comfortable speaking with U.S.-based business owners by phone.
• Strong attention to detail.
• Ability to manage a large number of clients simultaneously.
• Experience working with CRM or case-management software.
• Strong organizational and follow-up skills.
• Ability to learn tax-related processes and documentation.
• Self-motivated and able to work independently.
• Reliable internet connection and quiet workspace.
Preferred Experience
• Tax preparation or bookkeeping experience.
• Accounting or finance background.
• Experience with IRS forms or tax documentation.
• Customer success, account management, or client onboarding experience.
• Experience working with U.S.-based businesses.
What Success Looks Like
• Clients consistently submit required documentation on time.
• CPA requests are handled quickly and accurately.
• Client records remain organized and up to date.
• Missing documents are identified proactively.
• Opportunities to enroll additional eligible businesses are identified.
• Process improvements are suggested and implemented.
Compensation
Please include your desired hourly rate when applying.
To Apply
1. Describe any experience you have working with tax documents, accounting, bookkeeping, or
financial records.
2. How do you stay organized when managing 100+ clients at different stages of a process?
3. Tell us about a time you had to repeatedly follow up with someone to obtain missing information.
4. What CRM, project management, or case management software have you used?
5. What is your desired hourly rate?
6. What are your available working hours in U.S. Central Time?
Begin your application with: Tax files don't scare me.
