Compliance Analyst

Milestone Tax Solutions is a fast-growing startup providing IRS tax resolution services for its clients. We’re dedicated to helping individuals get a fresh start by resolving their tax challenges efficiently and empathetically. Our innovative approach combines technology, creativity, and personalized service to guide clients back to financial stability.

We’re building a team of driven professionals who thrive in a dynamic, entrepreneurial environment. If you’re an experienced enrolled agent who is passionate about problem-solving, eager to make an impact, and ready to shape the future of tax resolution, we’d love to hear from you!

Position Overview:

As a Compliance Analyst within our Tax Resolution team, you will play a critical role in ensuring accurate, timely, and compliant handling of client IRS documentation and data. You will be responsible for managing IRS authorization forms (2848 and 8821), importing and maintaining client records, retrieving key IRS transcripts, and proactively monitoring accounts for critical updates. Your work will support our tax professionals by identifying resolution opportunities and ensuring all necessary documentation is secured and current.

Responsibilities:

• Upload, fax, and mail 2848/8821 to CAF Unit
• Import client data into Tax Help Software
• Schedule periodic CAF checks for each client
• Pull Account Transcripts, Wage & Income Transcripts, Tax Return Transcripts for each client
• Monitor for failed CAFs and address each accordingly
• Call IRS when necessary to request transcripts/other information
• Monitor client transcript for changes in tax history on a continually basis
• Identify opportunities for eligible clients to receive 
  • First Time Penalty Abatement
  • Refunds
• Prepare opportunity reports for tax professionals
• Coordinate with tax resolution and tax preparation teams to timely deliver transcripts

 Requirements:

• 1+ years of experience in tax resolution, compliance, or IRS communications
• Knowledge of IRS form processes (2848, 8821) and transcript types
• Proficient in Tax Help Software (THS), or similar platforms
• Excellent organizational and time management skills
• Strong written and verbal communication
• Ability to handle confidential information with discretion
• IRS contact experience is a plus

What We Offer:

• Competitive pay
• Paid training and ongoing coaching.
• Opportunities for advancement.
• Supportive team culture and access to experienced tax professionals.