Tax Resolution Assistant: Larson Financial is Hiring Remote

Larson Financial, Inc., a respected family-owned mortgage and tax resolution firm, is offering an excellent remote job opportunity for an experienced Tax Resolution Assistant. This full-time position allows you to work 100% remotely while supporting clients facing personal and business tax debt or non-filing issues, making a real difference in helping individuals resolve complex financial challenges.

In this role, you’ll work closely with Tax Resolution Associates to deliver exceptional service throughout the tax resolution process, from initial client contact through case resolution. The position requires prior experience in tax resolution and offers competitive hourly compensation of $20-25 per hour, along with comprehensive benefits including health insurance, 401(k) matching, and paid time off starting after 90 days.

This opportunity is perfect for detail-oriented professionals with tax resolution backgrounds who excel at client communication, administrative coordination, and case management. You’ll leverage your knowledge of IRS procedures, tax terminology, and resolution strategies while working in a supportive remote environment that values work-life balance and family commitments.

Key Responsibilities

• Provide comprehensive administrative support to Tax Resolution Associates, including managing calendars, scheduling client appointments, and coordinating team meetings
• Coordinate and prepare detailed client correspondence, financial statements, settlement proposals, and resolution documentation for IRS submissions
• Conduct thorough research on client cases, gathering information related to tax regulations, IRS policies, collection procedures, and resolution options
• Handle incoming calls and emails from clients, prospects, and IRS representatives, directing inquiries to appropriate team members and ensuring timely responses
• Follow up proactively on missing documents, outstanding financial information, and IRS-requested conditions to keep cases moving forward
• Build and maintain strong client relationships through consistent communication, empathy, and professionalism, ensuring high levels of satisfaction throughout the resolution process
• Collaborate with processors, enrolled agents, CPAs, and other team members to ensure efficient workflow and exceptional client service delivery
• Maintain organized and accurate client files and documentation in compliance with firm protocols and regulatory requirements
• Support the preparation of comprehensive loan packages, tax resolution submissions, and case documentation for underwriting and IRS review
• Update and maintain CRM records, ensuring data accuracy, tracking case progress, and managing pipeline reporting

Requirements

Professional Experience

• Prior experience in an administrative role with a tax resolution firm is required – this is essential for success in the position
• Demonstrated knowledge of tax resolution terminology including offers in compromise, installment agreements, penalty abatement, and currently not collectible status
• Familiarity with the tax relief process, IRS procedures, and collection timelines
• Experience supporting tax professionals, enrolled agents, or CPAs in client-facing roles

Technical Skills

• Proficiency with cloud-based software systems and document management platforms
• Salesforce experience is a plus and highly valued for CRM management
• Comfort with tax resolution software, e-filing systems, and IRS portals preferred
• Strong computer skills including Microsoft Office Suite, email management, and virtual communication tools

Soft Skills

• Highly organized with exceptional attention to detail and accuracy in documentation
• Exceptional analytical and problem-solving skills to assess case complexities and identify solutions
• Excellent written and verbal communication skills for client interactions and professional correspondence
• Outstanding interpersonal skills with ability to build rapport with anxious clients facing tax challenges
• Self-motivated and results-oriented with ability to work independently in remote environment
• Strong time management abilities to juggle multiple cases, deadlines, and competing priorities
• Professional demeanor with discretion when handling sensitive financial information

Benefits & Perks

Larson Financial is deeply committed to supporting their team members with comprehensive benefits and a company culture that values work-life balance. As a family-owned business, they understand the importance of flexibility and personal time:

• Competitive Hourly Compensation – $20-25 per hour based on experience level and qualifications, with 40 hours per week providing stable full-time income
• 100% Remote Work Environment – Work from anywhere in the United States with complete flexibility to create your ideal home office setup
• Comprehensive Health Benefits – Medical, dental, and vision insurance coverage to keep you and your family healthy
• Retirement Savings with Matching – 401(k) plan with employer matching contributions to build your financial future
• Health Savings Account – HSA option for tax-advantaged healthcare expense management
• Paid Time Off – PTO benefits begin after 90 days of employment, supporting rest and rejuvenation
• Bereavement Leave – Compassionate time off during difficult family circumstances
• Life Insurance – Company-provided life insurance protection for peace of mind
• Flexible Schedule – Understanding of personal and family demands with schedule flexibility when needed
• Work-Life Balance Culture – Family-owned company that genuinely encourages balance between work responsibilities and personal life
• Professional Growth – Opportunities to expand your tax resolution expertise and advance your career
• Collaborative Team Environment – Supportive colleagues dedicated to client success and mutual assistance

About Larson Financial, Inc.

Larson Financial, Inc. is a respected family-owned and operated business specializing in comprehensive tax resolution and preparation services for individuals and businesses across the United States. As a boutique firm, Larson Financial combines the personalized attention and values of a family business with the professional expertise and capabilities needed to resolve complex tax challenges effectively.

The company has built a strong track record of success helping clients navigate IRS tax debt, resolve non-filing issues, negotiate settlements, and achieve financial peace of mind. Their approach emphasizes client satisfaction, ethical practices, and results-driven solutions tailored to each unique situation. The firm works with individuals facing personal tax challenges as well as business owners dealing with corporate tax obligations, payroll tax issues, and business-related IRS matters.

As a family-owned organization, Larson Financial takes pride in creating a workplace culture that values each team member, respects personal and family commitments, and provides a supportive environment for professional growth. The company’s commitment to both client success and employee wellbeing has fostered a collaborative, purpose-driven team dedicated to making a positive difference in clients’ financial lives while maintaining healthy work-life integration.

The Tax Resolution Assistant Role in Today’s Remote Work Market

Tax Resolution Assistant positions have seen significant growth in the remote work landscape, driven by increased demand for tax resolution services and the industry’s rapid adoption of cloud-based practice management systems. The expanding complexity of tax codes, heightened IRS collection activities, and growing awareness of resolution options have created sustained demand for experienced administrative professionals who understand the nuances of tax relief processes and can provide exceptional client support remotely.

According to industry compensation data, Tax Resolution Assistants typically earn between $40,000 and $55,000 annually ($19-26 per hour), with experienced professionals in high-demand markets commanding premium rates. The role offers strong career advancement potential, with many professionals progressing to Senior Tax Resolution Specialist, Case Manager, or Enrolled Agent positions after gaining experience and pursuing additional certifications. The remote nature provides excellent work-life balance while building specialized expertise valued across the tax, accounting, and financial services industries, making it an attractive career path for detail-oriented professionals interested in helping clients overcome financial challenges.

Insider Tips for Applicants

Highlight Your Tax Resolution Experience

Since prior tax resolution firm experience is explicitly required, make this the centerpiece of your application. Detail your specific experience with IRS procedures, forms (433-A, 433-B, 656, etc.), and resolution types including offers in compromise, installment agreements, penalty abatement, innocent spouse relief, and currently not collectible status. Mention any experience with IRS correspondence, power of attorney forms (2848), and collections processes. Quantify your contributions where possible, such as “supported resolution of 50+ cases annually” or “managed documentation for average settlement of 60% reduction in tax liability.” Demonstrate that you can hit the ground running with minimal training because you already speak the language of tax resolution.

Showcase Your Salesforce and Technology Skills

Larson Financial specifically mentions Salesforce experience as a plus, so if you have CRM experience, feature it prominently in your resume and cover letter. Describe how you’ve used Salesforce or similar platforms to track client cases, manage pipelines, document interactions, and generate reports. Even if you haven’t used Salesforce specifically, highlight experience with other CRM systems and emphasize your ability to quickly learn new software platforms. Discuss your comfort with cloud-based systems, document management, video conferencing, and remote collaboration tools. Since this is a fully remote role, demonstrating technological proficiency and self-sufficiency will significantly strengthen your candidacy.

Demonstrate Client Service Excellence

Tax resolution clients are often experiencing significant financial stress and anxiety about IRS matters, so exceptional interpersonal skills and emotional intelligence are crucial. Prepare examples showing how you’ve built trust with anxious clients, maintained professionalism under pressure, explained complex tax concepts in accessible language, and provided reassurance throughout lengthy resolution processes. Share instances where you proactively followed up on missing documentation, anticipated client needs, or went above and beyond to ensure positive outcomes. Emphasize your ability to balance empathy with efficiency, maintaining warm client relationships while meeting deadlines and moving cases forward systematically.

Frequently Asked Questions

Is prior tax resolution experience truly required, or would general tax or accounting experience qualify?

The job posting explicitly states that “experience in an administrative role with a tax resolution firm is required,” making this a firm prerequisite rather than a preference. While general tax preparation, bookkeeping, or accounting experience provides helpful context, Larson Financial specifically needs someone who already understands tax resolution terminology, IRS procedures, settlement negotiations, and the emotional aspects of working with clients facing tax debt. If you have tax or accounting experience but not specific tax resolution background, you might consider positions as a Tax Preparation Assistant or Bookkeeping Assistant first to build toward tax resolution roles, or pursue learning about tax resolution processes through professional education before applying.

What is the work schedule like for this remote position?

This is a full-time position with an expected 40 hours per week commitment. While the posting doesn’t specify exact hours, most tax resolution firms operate during standard business hours (typically 9 AM – 5 PM or 8 AM – 5 PM) in their primary time zone to accommodate client calls, IRS contact, and team collaboration. As a family-owned company that explicitly values work-life balance, Larson Financial offers flexible scheduling to accommodate personal and family demands, though you should expect to maintain consistent availability during core business hours for client communication and team coordination. The remote nature provides commute-time savings and home-office convenience, though you’ll need reliable internet, a professional workspace, and the ability to take client calls in a quiet environment.

What opportunities exist for career growth and advancement?

Tax Resolution Assistant positions provide excellent foundational experience for advancement in the tax resolution and financial services industry. Many professionals progress to Senior Tax Resolution Specialist or Case Manager roles, taking on more complex cases and greater responsibility. Some pursue Enrolled Agent (EA) certification, which allows direct representation of clients before the IRS and significantly expands earning potential. Others branch into related specialties like tax preparation, business consulting, or financial advising. At Larson Financial specifically, as a growing family-owned firm with both tax resolution and mortgage services, opportunities may exist to cross-train in related areas, take on supervisory responsibilities, or specialize in particular types of cases (business vs. individual, specific resolution types, etc.). Building expertise, demonstrating results, and pursuing relevant certifications position you well for advancement.