Tax Resolution Specialist

Job Description

About Us

Peter Holtz CPA specializes in tax planning, strategy, and resolution. We help individuals and businesses resolve IRS and state while minimizing penalties and maximizing compliance.

We’re looking for a Tax Resolution Specialist with experience in CDTFA matters and sales tax filings to assist clients with audits, payment plans, offers in compromise, and other tax resolution solutions.

You’ll also guide our internal team on complex tax compliance and strategy issues.

Position Summary

We are seeking a knowledgeable and proactive Tax Resolution Specialist to join our team. This role focuses on assisting clients with resolving tax matters, negotiating payment plans, reducing tax debts, handling audits, and identifying the best solutions to minimize penalties and interest. A significant portion of this role involves working directly with the California Department of Tax and Fee Administration (CDTFA), including handling sales tax filings, audits, and assessments.

The ideal candidate has a strong background in tax and accounting and serves as a resource for both clients and internal team members seeking guidance on compliance and tax strategy.

What You’ll Do

• Handle tax issues with the IRS, CDTFA, and other state authorities
• Prepare and review sales tax filings, including CDTFA returns
• Negotiate payment plans, offers in compromise, and other resolution strategies
• Support clients through audits and correspondence
• Serve as a resource for internal teams on tax compliance and resolution strategies

Requirements

• Bachelor’s degree in Accounting or related field preferred, or 3+ years of relevant experience
• EA or CPA preferred, or actively working toward designation
• Strong knowledge of federal/state tax laws, accounting principles, and tax compliance
• Proven experience with CDTFA and sales tax filing
• Excellent communication, analytical, and problem-solving skills
• Ability to manage multiple client matters and deadlines simultaneously.
• Experience in a CPA firm or tax-focused environment preferred.

What We Offer

• Competitive salary
• Health benefits, PTO, 401(k)
• Professional development opportunities
• Collaborative, supportive team environment

Company Description

Peter Holtz CPA has been a leader in tax planning, consulting, and accounting services. We work with multiple clients across various industries.

The company recognizes your contribution to our growth and allows you to participate in a comprehensive compensation program which includes PTO, health benefits, EA/CPA reimbursement, bonus program, flexible schedules, and office food/treats. We encourage individual development and support continuous training in a teamwork environment.