Solutions Specialist (Tier 1)

The Solutions Specialist serves as the primary client-facing liaison between the firm’s licensed tax professionals and the individuals we represent. Acting on behalf of the Power of Attorney held by ATS, you will communicate directly with clients to present their available tax resolution options, ensure they fully understand their circumstances, and outline the specific steps required to achieve a successful resolution.

The Solutions Specialist occupies a critical role in the client experience pipeline. Once our tax professionals have completed a thorough analysis of a client’s tax situation and identified viable resolution pathways, the Solutions Specialist translates that analysis into clear, accessible communication for the client. You serve as the bridge between technical tax strategy and client understanding - ensuring every individual we represent leaves each interaction informed, confident, and prepared for next steps.

This role requires a rare combination of interpersonal skill, organizational discipline, and a working knowledge of IRS resolution programs and state tax processes. You are an educator and guide operating within an established legal and ethical framework.

Responsibilities include, but may not be limited to:

• · Contact assigned clients via phone to present the findings and recommendations developed by the firm’s licensed tax professionals and Power of Attorney representatives
• Clearly explain available IRS and state tax resolution options - including Installment Agreements, Offers in Compromise, Currently Not Collectible status, Penalty Abatement, and others - in plain, client-friendly language
• Walk clients step-by-step through the specific actions, documents, and timelines required to pursue their recommended resolution pathway
• Address client questions with accuracy and empathy, escalating technical or legal inquiries to the appropriate licensed staff member
• Document all client interactions thoroughly within the firm’s case management system, including summaries of options presented and client decisions made
• Coordinate with internal teams - including Account Managers and Tax Professionals, to ensure seamless handoffs after client consultations
• Follow up with clients who have not yet committed to or completed required actions, maintaining momentum on active cases

• 2+ years of experience in a client-facing role within a tax resolution, financial services, or legal services environment
• Working knowledge of IRS collection programs, resolution options, and the tax resolution process
• Demonstrated ability to communicate complex information in simple, understandable terms
• Strong verbal communication skills with a professional, composed telephone presence
• Exceptional active listening and objection-handling abilities
• Proficiency with CRM or case management software
• High degree of organizational skill and attention to detail
• Ability to manage a high-volume caseload while maintaining quality client interactions
• Client Empathy: Ability to engage clients who are often under significant financial and emotional stress with patience, professionalism, and compassion
• Communication Clarity: Skill in translating technical tax terminology into straightforward language accessible to clients of all financial literacy levels
• Integrity & Compliance: Unwavering commitment to operating within the scope of the firm’s Power of Attorney and all applicable regulations
• Process Orientation: Methodical approach to guiding clients through multi-step resolution processes with clear milestones and follow-through
• Collaborative Execution: Works effectively within a multi-disciplinary team of tax professionals, processors, and case managers to drive cases forward

Pulled from the full job description

• 401(k)
• Health insurance
• 401(k) matching
• Paid time off
• Vision insurance
• Dental insurance
• Employee assistance program, * 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Paid time off
• Vision insurance

Application Question(s):

• Do you currently have any family members, close friends, or personal relationships with anyone who works at Anthem Tax Services? (this information is collected solely for transparency and compliance with our hiring practices).
• Have you ever previously worked for or interviewed with Anthem Tax Services? If yes, please provide the approximate date and role.

2023-2026 WINNERS OF TOP WORKPLACES FOR EMPLOYEE APPRECIATION, WELLBEING, AND PROFESSIONAL DEVELOPMENT.

Anthem Tax Services is the leading nationwide tax resolution firm dedicated to helping people solve their IRS tax problems. We pride ourselves on building strong relationships, not just with our clients, but with each other. We create a supportive and collaborative workplace where employees can grow, thrive, and make an impact every day.