Talent.com
The University Corporation
Senior Tax Advocate (TUC- Accounting)The University Corporation • Los Angeles, CA, United States
Senior Tax Advocate (TUC- Accounting)

Senior Tax Advocate (TUC- Accounting)

The University Corporation • Los Angeles, CA, United States
30+ days ago
Job type
  • Full-time
Job description

Senior Tax Advocate (TUC- Accounting)

The University Corporation is a nonprofit corporation, providing business, commercial, real estate, financial and administrative services to California State University, Northridge (CSUN). TUC empowers its staff to be proactive and resourceful in order to achieve the highest standards of performance and provide exceptional'service plus solutions' to the CSUN community.

Job Description

Duties and Responsibilities:

Case Management Software: Review that cases are evenly distributed amongst Paid Clinicians. Utilize tasks, calendars, tools in Clio software to respond to matters timely and by deadlines. Assign relevant and timely tasks to clinicians regarding their cases. Case Screening: Responsible for day to day communications with prospective clients and conducting intake interviews. Assist Paid Clinician in regards to complex intake clients, discuss cases with clinic coordinator and faculty. Case Load Activity: Regularly review cases for new documentation received, updates, and progress made. Discuss controversies with the IRS; respond to clients' inquiries; review Paid Clinician work performed on cases and follows up with Clinicians whenever there is no activity recorded in Clio, to ensure progress is being made on all cases. Responsible for daily communication for assigned cases; Assists Clinician when they need assistance with current clients or clients have complaints. Regularly monitor case progression and ensures that regular updates on the secured database for case tracking are made; Supervise Paid Clinicians. Work Environment & Other: Maintain the office and in good order and secure. Regularly communicate and update the Coordinator and the Director of the Bookstein Institute on matters affecting the operation of the Clinic, including personnel and fiscal matters. Communicates with Faculty/ Coordinator/ Director regarding challenges faced. Conduct research under the supervision of the Clinic attorney and work closely with the clinic attorney to prepare for USTC appearance. Discusses US Tax Cases with Office of Appeals in an attempt to settle cases out of USTC. Discuss more complex cases with IRS OIC Specialists. Day-to-Day Clinic Overall Management: Step in when needed to make sure all Student Clinicians have work, review their work, approve memos, letters, tax returns, OIC's and other documentation before any correspondence is sent to the IRS. Conduct Student Clinician evaluations when and if asked. Step in to help Clinic Coordinator if they are absent; studies and familiarizes self with the IRS's Internal Revenue Manual; continues education to maintain Enrolled Agent status; Submits requests for acquisition of office supplies and equipment to the Clinic Coordinator

Qualifications

Knowledge, Specialized Skills, and Abilities:

  • Must be an Enrolled Agent
  • Preferred but not required: Bachelor Degree or Master in Taxation preferable.
  • Experience in personal income tax return preparation, including Schedule C and Earned Income Credit knowledge.
  • Experience representing taxpayers facing audits or other disputes with the IRS or FTB is preferred, but not required.
  • Excellent Verbal and Written communication skills, ability to work with different software tools for scheduling, client-file-maintenance, tax preparation.
  • Attention to detail and excellent organization skills.
  • Good attitude and desire to learn and help where needed.
  • Spanish bilingual highly desirable.

Additional Information

The University Corporation is an Affirmative Action/Equal Opportunity Employer. We consider qualified applicants for employment without regard to race, color, religion, national origin, age, gender identity/expression, sexual orientation, genetic information, medical condition, marital status, veteran status, or disability. Applicants who wish to request an accommodation for a disability may contact the Office of Equity and Diversity at (818) 677-2077

Create a job alert for this search

Senior Tax Advocate (TUC- Accounting) • Los Angeles, CA, United States

Similar jobs

Tax Senior

Welsh and AssociatesLos Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more

 • Promoted

Tax Senior

Accounting SearchLos Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more

 • Promoted

Tax Senior

Genesis Management Consulting GlobalLos Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more

 • Promoted

Tax Senior

SourcePro Search, LLCLos Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more

 • Promoted

Tax Senior

KB Search Team, LLCLos Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more

 • Promoted

Tax Senior

ExcelliSearch, Inc.Los Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more

 • Promoted

Tax Senior

Riverscape Search AgencyLos Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more

 • Promoted

Tax Senior

Vitruvian Consulting, Inc.Los Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more

 • Promoted

Tax Senior

Genie Matthews and AssociatesLos Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more

 • Promoted

Tax Senior

Workforce RecruiterLos Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more

 • Promoted

Senior Tax Advocate (TUC- Accounting)

The University CorporationLos Angeles, CA, United States
Full-time

Senior Tax Advocate (TUC- Accounting).The University Corporation is a nonprofit corporation, providing business, commercial, real estate, financial and administrative services to California State U... Show more

 • Promoted

Tax Senior Associate - Torrance, CA

Cherry BekaertTorrance, CA, United States
Full-time

Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients.As a Tax Senior sup... Show more

 • Promoted

Tax Senior

MedTeam Staffing Inc.Los Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more

 • Promoted

Tax Senior

Forest Recruiting Group aka Affiliated Recruiters NetworkLos Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more

 • Promoted

Tax Senior

United Future, Inc.Los Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more

 • Promoted

Tax Senior

Executive Talent Management ConsultingLos Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more

 • Promoted

Tax Senior

JobFormanceLos Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more

 • Promoted

Tax Senior

RRC Solutions GroupLos Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more

 • Promoted

Tax Senior

Step Up RecruitingLos Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more

 • Promoted

Tax Senior

Connectly RecruitingLos Angeles, CA, United States
Full-time

Well established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff.The selected individual will work a hybrid in-office and home based schedule, and can base in ... Show more