Tax Paralegal (Remote)
Latitude Legal is seeking a Tax Paralegal to support a boutique California tax law firm that provides representation for small businesses in complex tax matters, including audits, collections, appeals, Tax Court proceedings, and disputes before the IRS, FTB, CDTFA, and EDD. This is a fully remote, engagement-to-hire role, with a strong expectation of permanent conversion for the right candidate. Ideal candidates will reside in Southern California, but all qualified candidates are encouraged to apply.This is not a traditional support role. The firm is looking for someone who can own a caseload, driving matters from intake through resolution with minimal supervision, communicating directly with clients and tax agencies, and working alongside attorneys on substantive tax controversy work. If you're someone who takes initiative, catches inconsistencies others miss, and prefers accountability over close direction, this role is built for you.What You'll Do IncludesManage tax controversy case files end-to-end (e.g., new file setup, deadline and budget tracking, retainer and A/R management, and case closing)Support a broad mix of matter types: IRS and state collections, income tax audits (IRS/FTB), employment tax audits (EDD), sales tax audits (CDTFA), innocent spouse claims, appeals, and Tax CourtObtain agency Powers of Attorney; pull and review account transcripts, Wage & Income Transcripts, and related agency recordsReview tax returns, financial statements, general ledgers, and other financial records; complete BDA, financial analysis, audit, and sales tax workpapersDraft IRS forms (433-A, CDP requests, penalty abatement requests, and appeals), Tax Court petitions, and FOIA and TAS requests using firm tax toolsConduct legal and factual research using AI-assisted platforms and traditional research tools; draft memos for internal and client useCommunicate directly with clients and tax agency personnel. Coordinating document gathering, providing status updates, and following up on agency requestsAssist with scheduling and attend strategy meetings with clients and responsible attorneysWho You Are3–7 years of relevant experience in a tax, paralegal, or accounting environmentDemonstrated comfort working with financial data (e.g., tax returns, account transcripts, financial statements, and general ledgers)Direct experience interacting with the IRS, FTB, CDTFA, or EDD strongly preferredPrior experience drafting IRS forms (433-A, CDP, penalty abatement, appeals) a strong plusEnrolled Agent (EA) license strongly preferred but not requiredHighly organized and process-oriented; naturally relies on systems, checklists, and workflows to manage deadlines and case stagesProven ability to work independently and manage a caseload in a fully remote environment. Comfortable with ownership and accountability over close supervisionExcellent written and verbal communication skills; comfortable engaging directly with clients and tax agency personnelProactive and fast-moving. Takes initiative to advance matters without waiting to be directedParalegal certificate preferred; equivalent experience consideredOutstanding referencesPosition DetailsType of Role: Engagement to HireSchedule: Full-TimeLocation: RemoteCompensationPay: The salary range for this role is $70,000 - $100,000, plus performance-based bonuses. Pay is based on multiple factors including but not limited to work experience, qualifications, credentials, location, and market supply/demand.Confidentiality Latitude will not propose you to prospective clients without your prior consent. Candidates selected for further consideration will be contacted.About LatitudeLatitude is a full-service flexible legal talent company serving corporate legal departments and law firms nationwide. From Fortune Global 100 companies to start-ups and Global 50 law firms to boutiques, clients turn to us for top-tier attorneys and other legal professionals.Latitude specializes in providing highly skilled former in-house counsel and Big Law attorneys for flexible contract engagements and permanent positions in dozens of practice areas, including commercial contracting, data privacy, M&A, employment, litigation, and more.Founded in 2013, Latitude is a Chambers & Partners globally-ranked flexible legal staffing company.Latitude Contract Engagements & Secondments Outstanding attorneys and other legal professionals who are seeking contract assignments or consulting/secondment roles choose to work with Latitude because of our competitive compensation and benefits, sophisticated and engaging work, a chance to work with great clients and peers, and a refreshing blend of freedom with self-designed boundaries. Our own experience as practicing attorneys and our client relationships enable us to effectively tailor our candidate proposals to the specific practice strengths and interpersonal attributes that matter most to our clients and to match our candidates with the opportunities that will be most fulfilling to them.Our Specialty: Peer-Level Contract Attorneys. Latitude Attorneys have the level of skill, experience, and judgment as would be expected of a permanent member of our client’s corporate legal department or law firm and the versatility to step into challenging environments and hit the ground running. Latitude Attorneys serve on a full- or part-time contract basis and work remotely or on-site at the client office.Permanent Positions Outstanding legal professionals who are seeking permanent positions choose to work with Latitude because of our deep market knowledge, career advocacy and extensive client base. Our own practice experience and client relationships enable us to effectively tailor our candidate proposals to the specific practice strengths and interpersonal attributes that matter most to our clients and to match our candidates with the opportunities that will be most fulfilling to them.FaqQ: What other legal jobs do you have?A: If you’re interested in working with Latitude but do not think this particular legal job is the right one for you, we encourage you to explore our other open opportunities or fill out a General Application by visiting us at: https://latitudelegal.com/jobs/Q: Should I apply for this specific position if I have previously applied for another Latitude position?A: Yes, it is better to apply to each Latitude job for which you are qualified and interested so that we immediately know of your interest in that specific role. This also enables you to share additional information about your qualifications or interest specific to each role. If you do not meet all of the qualifications for a position but think you would still be highly effective in the role, it can be helpful to include a brief explanation in your application.Q: How can I reduce the risk of missing Latitude’s email inviting me to interview for this position?A: Please safe-list Latitude’s URL domain name (latitudelegal.com) in your spam filter so that an email from one of our recruiters does not get caught in your spam folder. Our recruiters will never contact you by email from a URL other than latitudelegal.comQ: My current legal team needs help. How can I see some Latitude candidates for my legal team?A: The fastest way is to submit the very short form on our website contact page. A member of our client services team will be back in touch with you very fast to learn more about your need so we can provide you with on point candidates to consider.For more information about Latitude, please visit us at: https://latitudelegal.comFollow Latitude on LinkedInSee More Latitude JobsSee Complimentary Latitude ResourcesFind a Great Attorney or Other Legal Professional for your Legal TeamThank you for your interest in Latitude!Latitude is an Equal Opportunity Employer.LATSD15978