Tax Associate, LegalZoom
$77.3-103k
5 days a week in office
Online legal advice platform
Posted today
Online legal advice platform
1001+ employees
Posted today
$77.3-103k
5 days a week in office
1001+ employees
Company mission
To transform how people navigate the legal system.
Role
Who you are
- An active CPA license or IRS Enrolled Agent credential in good standing, with authorization to practice before the IRS
- An active CAF number or immediate eligibility to obtain one, plus willingness to be listed on client Forms 2848
- At least six years of combined tax experience, with a minimum of three years in each area: hands-on tax resolution and IRS representation (notices, correspondence, examiner interactions), and nonprofit/exempt-organizations tax (Forms 1023, 1023-EZ, and 990, including public charity versus private foundation classification and 501(c)(3) versus 501(c)(4) or 501(c)(7) fit determinations)
- Demonstrated ability to work directly and effectively with the IRS, including examiners, practitioner channels, and e-Services
- Experience training non-credentialed staff on technical tax or compliance processes
- Strong proficiency with Claude and AI tools generally, with the judgment to incorporate them responsibly into everyday work
- Ability to work full-time onsite from LegalZoom’s Austin, Texas office
What the job involves
- LegalZoom Tax Service Delivery is building our in-house 501(c)(3) fulfillment operation. We're seeking a credentialed tax professional to serve as the technical quality gate and subject-matter expert for this operation
- In this role, you will review every Form 1023 and Form 1023-EZ application before filing, serve as the named IRS representative on client Form 2848 powers of attorney, manage IRS correspondence, advise on complex nonprofit classifications, and guide the fulfillment teams supporting intake and preparation. You’ll also use Claude and other AI tools to support drafting, review, and process improvement
- This work protects filing quality while establishing the operating procedures and training discipline needed to scale efficiently as volume grows
- Perform technical review of all Form 1023-EZ and Form 1023 applications before filing, serving as the final quality gate before Pay.gov submission
- Serve as the named representative on client Form 2848 powers of attorney, provide your own CAF number, and countersign powers of attorney documents as required
- Act as the primary IRS contact under those powers of attorney, including managing examiner calls, inquiry letters, and other IRS correspondence
- Draft and submit responses to IRS inquiries in partnership with clients and internal teams
- Advise on complex issues escalated by intake and fulfillment teams, including public charity versus private foundation classification, 501(c)(3) versus 501(c)(4) or 501(c)(7) fit, reinstatements, and Form 8940 requests
- Own ongoing technical training for fulfillment agents supporting the 501(c)(3) process
- Build and maintain checklists, scripts, job aids, and training materials that promote consistent, high-quality work
- Use Claude and other AI tools to support application drafting, technical review, documentation, and workflow improvement
- Partner with Service Delivery leadership on process documentation, quality assurance, operating procedures, and continuous improvement as volume scales
- Support escalations and advise Care and Sales teams on accurate, customer-appropriate communication related to 501(c)(3) services
Our take
LegalZoom is an online legal technology service that can help people create their own legal documents. It believes legal advice and services should be clear, easy-to-understand, and affordable, and provides services to help people make a will, start a business, lodge a trademark application, and more.
LegalZoom has helped millions of people who otherwise could not hire a lawyer with its extensive range of legal solutions. It competes with a handful of other companies, such as IncFile and Rocket Lawyer, that also provide online legal technology.
Despite operating in a competitive market, LegalZoom has continued to expand, helped in part by growing demand for digital legal solutions, Its 2021 IPO provided further momentum, allowing it to scale its operations and invest in new growth opportunities.
Most notably, the company has now been named the provider of 'legal help' for Perplexity - a partnership that could potentially reshape how consumers and small businesses discover and engage with legal services, positioning legal support as something more accessible.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
7% employee growth in 12 months
Company
Funding (2 rounds)
Jul 2011
$66m
SERIES B
Mar 2007
$45m
SERIES A
Total funding: $111m
Company benefits
- Remote-friendly work, encouraging time outside the office to relax and recharge
- Comprehensive health benefits, including mental health and fertility care
- A culture of growth, fostering learning and development and opportunities to give back
Company HQ
Old Mountain View, Mountain View, CA
Leadership
Jeff Stibel
(CEO)Jeff has been the CEO of LegalZoom since 2014. Alongside this role, he is also a Partner at Bryant Stibel, on the Board of Trustees at the Natural History Museum of Los Angeles County, and a Chairman at The BrainGate Company.
Noel Watson
(COO & CFO)Noel joined LegalZoom in 2020 as CFO, adding COO to his title in 2024. Prior to this, he was the CFO at TrueCar and VP of Finance/Chief Accounting Officer at TripAdvisor.
Nicole Miller
(CLO & General Counsel)Nicole joined LegalZoom in 2020 as a General Counsel, adding CLO to her title in 2024. Prior to this, she spent 6 years at The Honest Company, joining in 2014 as a Senior Corporate Counsel before becoming VP of Legal Affairs and Associate General Counsel in 2016 and then moving into the role of General Counsel in 2018.
Prior to joining LegalZoom in 2021, Sheily was the VP of Global Human Resources at Activision Blizzard. She also spent nearly 10 years at Google in various roles, including Director of Global Trust & Safety Operations.
Daniel Lysaught
(CMO)Daniel joined LegalZoom in 2022 as a VP of Growth Marketing before stepping into the role of CMO in 2023. Prior to this, he was a VP of Growth Product & Marketing at Good Eggs. He also spent 6 years at TrueCar in various roles, including Senior Director of Strategic Partnerships & Marketing and VP of Customer Acquisition.
Kathy Tsitovich
(Chief Corporate Development & Partnership Officer)Prior to joining LegalZoom in 2020, Kathy spent 21 years at Intuit. While there, she held a number of roles, including VP of Consumer Group and Business Development.
Aaron Stibel
(CBO & CCO)Alongside LegalZoom, Aaron is a Founding Partner at Bryant Stibel, a Board Member at RBmedia, and an Advisory Board Member at Tufts University.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job
View 4 more jobs at LegalZoom