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
