Our Company

At DOXA, we are dedicated to connecting businesses with top-tier talent across various industries. Our mission is to deliver innovative solutions that drive exceptional outsourcing services, enabling companies to expand their teams and grow their operations seamlessly.

What sets DOXA apart is our commitment to fostering a vibrant and supportive team culture. Join us and be part of a culture that prioritizes your happiness and well-being, ensuring you thrive both personally and professionally.

Role Summary

Our client is seeking a detail-oriented Tax Resolution Analyst to support case preparation and financial analysis for IRS representation matters.

This role is responsible for organizing client data, analyzing financial information, preparing case summaries, and supporting the Enrolled Agent with accurate, well-structured work.

This is not a client-facing sales role. It is a behind-the-scenes, analytical position that requires strong organization, attention to detail, and the ability to follow structured processes.

LOCATION: Must be residing in the Philippines – Remote.

ENVIRONMENT: Philippines and International Teams.

WORK SCHEDULE: 9:00 AM – 6:00 PM Central Daylight Time (10:00 PM – 7:00 AM Philippine Standard Time), follows Philippine holidays

POSITION TYPE: Full-time

WORK ARRANGEMENT: Remote

Essential Functions

Case Setup & Organization

Create and maintain organized digital client files
Ensure all required documents are collected and properly stored
Track case status and identify missing items
Maintain clean, consistent file structure across all cases

Financial Analysis

Review income, expenses, and assets
Calculate estimated disposable income
Identify financial patterns and inconsistencies
Prepare financial summaries for review

Transcript & Case Review

Review IRS transcripts (training provided)
Identify tax years owed and compliance status
Flag issues such as unfiled returns or discrepancies
Prepare concise case summaries for the Enrolled Agent

Resolution Support

Assist in identifying potential IRS resolution options
Gather and organize information needed for final determination
Prepare internal documentation to support case strategy
Complete multiple years tax returns per client, sometimes including bookkeeping

Communication & Coordination

Prepare clear internal notes and summaries
Support the team by identifying next steps in each case
Follow up on missing documentation (internally or via coordinator)

Qualifications

Must-Have

Bachelor's degree in Accounting, Finance, Business, or a related field preferred
At least 5 years of relevant experience in tax, accounting, bookkeeping, financial analysis, or related fields
Strong attention to detail and high level of accuracy in handling financial data and documentation
Ability to follow structured processes, SOPs, and case preparation procedures
Strong organizational and analytical skills with a methodical approach to work
Basic understanding of financial concepts, including income, expenses, liabilities, and cash flow
Clear and professional written communication skills
Ability to manage document-heavy and data-intensive tasks efficiently

Highly Valued

Experience supporting tax resolution, IRS-related, accounting, or financial casework
Ability to quickly learn new systems, tools, and internal processes
Proactive mindset with the ability to identify issues, inconsistencies, or missing information independently

Senior Tax Resolution Analyst