Low-Income Taxpayer Clinic (LITC) Qualified Tax Expert (QTE)
Qualified Tax Expert (QTE) – CPA, Attorney, or Enrolled Agent
Hybrid remote work schedule: 3 days in office/field and 2 days remote
Base office in Asheville, NC
Position Status: Full-Time
FLSA Status: Exempt
Pisgah Legal Services (PLS) is a community-based non‑profit legal aid agency governed by a local Board of Directors. Located in the Blue Ridge Mountains of Western North Carolina (WNC), Pisgah Legal Services provides free civil legal assistance to low‑income people in WNC. The organization currently has offices in Asheville, Brevard, Burnsville, Cashiers, Hendersonville, Highlands, Marshall, Morganton, Newland, and Rutherfordton. With over 120 dedicated staff, including more than 30 attorneys plus program staff, and an active group of 200 volunteer attorneys, the program provides free services to roughly 28,000people per year to meet their basic needs, primarily in the poverty law areas of housing, public benefits, domestic violence prevention, health care, immigration, and consumer law.
Responsibilities
Represent low‑income and ESL taxpayers before the IRS and/or NCDOR or in US Tax Court regarding tax controversies. Examples include examinations, audit reconsiderations, innocent‑ and injured‑spouse issues, identity theft, return preparer misconduct, offers‑in‑compromise, installment payment plans, the right to claim dependents and dependent‑related credits, income verification, eligibility for credits, properly claimed deductions, and many more tax‑related issues.
Obtain appropriate credentials to represent taxpayers before the IRS and in US Tax Court.
Prepare tax returns when necessary for case handling.
Provide technical assistance to PLS staff including attorneys and tax preparers on income tax issues.
Maintain a caseload commensurate with experience and conduct client intake with meticulously maintained and contemporaneous records in case management software.
Conduct trauma‑informed and client‑centered interviews with a holistic approach to poverty law remedies.
Analyze and review changes in tax laws and regulations with emphasis on changes impacting low‑income and ESL taxpayers and disseminate information to staff, volunteer attorneys, and the public.
Adhere to program priorities and case‑handling policies, procedures and standards of practice, as well as the highest professional and ethical standards.
Conduct outreach and community education to taxpayers and service providers to build awareness and knowledge of tax benefits and credits available to low‑income and ESL taxpayers.
Help coordinate and participate in special projects or clinics.
Develop and maintain relationships with communities and other non‑profit agencies, government officials, government employees, community leaders, and others.
Provide all information and services in a manner that is culturally and linguistically appropriate and ensure accessibility for individuals with disabilities.
Qualifications
Enrolled Agent, N.C. Licensed CPA, or N.C. Licensed Attorney.
Knowledge and understanding of federal income tax law.
Experience in tax preparation.
Experience in tax controversy or advising and representing taxpayers before the IRS preferred.
Demonstrated skills in socio‑economic and cultural sensitivity, commitment to equity.
Commitment to working collaboratively with all constituent groups, including staff, consumers, clients, board members, donors, community groups, member organizations and others.
Self‑motivated, able to work independently.
Detail‑oriented, accurate and organized.
Ability to create, communicate, understand, remember, and carry out complex instructions.
Excellent writing and verbal communication skills.
Strong interpersonal skills and the ability to work well with teams.
Proficiency in MS Office, including Word, Excel, Power Point and Adobe PDF professional; experience conducting legal research with tools such as Bloomberg Tax (BNA), Checkpoint, or TaxNotes.
Ability to effectively communicate and collaborate with co‑workers and clients in virtual, face‑to‑face and meeting settings.
General Requirements
Available 8:30 am—5 pm daily, Monday‑Friday, except NC State holidays.
Spanish language skills preferred.
Possess a valid driver’s license.
Access to a reliable car with car insurance preferred.
Available to work nights and/or weekends during high demand periods.
Possess socio‑economic and cultural sensitivity and ability to communicate with persons in crisis or under stress.
Ability to multi‑task and interact well with professionals, clients, and others.
Salary/Benefits
Salary ranges from $54,416–$118,243 depending on IRS Enrolled Agent (EA) status, CPA designation, attorney licensure, experience, and qualifications. Our salary scale is predetermined based on the years of relative professional work experience that qualify for this position to ensure equity in pay. Pisgah Legal Services is a Living Wage Certified Employer.
Employees are eligible for medical, dental, vision and life insurance coverage the first of the month following the start date. Pisgah Legal Services (PLS) pays 100% of the Employee and 50% of the Dependent Cost for Blue Cross Blue Shield (BCBS) Medical and Dental coverage. PLS pays 50% of the Employee Coverage Cost for BCBS Vision coverage. PLS pays 100% of Long‑Term & Short‑Term Disability Coverage, Life Insurance Coverage of 5x base salary + an additional $15,000 Life & AD&D Coverage. 401k Retirement Plan after 6 months of employment. Additional Fringe Benefits include Pet Insurance, Paid Parental Leave, Paid Bereavement Leave, 13.5 Company Holidays, 22 Paid Leave Days, Paid Sabbatical Leave for eligible staff, and an Employee Assistance Program for the entire household. A great working environment with work‑life balance is promoted.
Pisgah Legal Services is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. As an Equal Opportunity Employer, we will provide reasonable accommodations to qualified persons with disabilities. Prospective and current employees are encouraged to discuss ADA accommodations with our Human Resources department.
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