TaxQuotes Inc.

Compensation

Full Description

Job Description - Compliance Specialist This is a remote position — if you are selected, we will begin paid, remote training in October 2025. Who We Are TaxQuotes is a growing company created by tax veterans with a desire to make our industry more honest and provide an extraordinary customer experience. As our company grows, we are continually looking for individuals ready to join our team and help propel us forward. The Job A key part of our work is using client forms to gather information from the IRS. Often, these forms contain errors that require us to call the IRS and clients to confirm and correct details, and to obtain information and transcripts for the client. You will be on the phone most of the day with the IRS, updating forms and making sure all the information is correct so cases can move forward. This is a vital role in the company that requires extreme attention to detail and meticulousness. Who You Are • Extremely detail-oriented and a stickler for following procedure • Quick learner who isn't afraid to take on new assignments • Ability to work independently as well as part of a team • Understanding and adapting to each client’s specific case requirements in real time • Ability to overcome challenges as they arise • Effective, articulate communicator who is comfortable speaking with the IRS as well as our clients Job Responsibilities • Receiving, organizing, and recording files for clients and client records, etc. • Entering data and files into software applications and databases • Reviewing data entry for accuracy • Functioning in accordance with established standards, procedures, and applicable laws • Following prepared scripts and guidelines to provide and obtain relevant information from the IRS compliance unit over the phone. • High volume of outbound calls to the IRS compliance unit • Utilizing technical systems, effectively and efficiently, including desktop, call center specific phone systems, fax, and internet. Job Skills/Requirements • Exceptional organization skills to keep accurate records and find important information quickly • Patience and listening skills to respond appropriately and interact positively • Detail-oriented and ability to multitask while being on the phone • Excellent computer skills, data entry and word processing • Ability to perform digital filing and record-keeping tasks • Regular phone communications with IRS • Professional phone etiquette • Basic income tax knowledge including business entities & filing requirements • IRS Centralized Authorization File (CAF) number (preferred, but not required) • IRS Secure Object Repository (SOR) mailbox (preferred, but not required) • Remote work experience (preferred, but not required) Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as assigned to meet the ongoing needs of the organization. Job Type: Full-time Pay: From $20.00 per hour Expected hours: No less than 40 per week Benefits: • 401(k) • 401(k) matching • Health insurance • Paid time off • Tuition reimbursement Work Location: Remote