ITIN Assistant in Houston, TX at BakerRipley

Date Posted: 9/28/2020

Job Snapshot

Job Description

Core Duties & Responsibilities

  • Assist in preparing W-7 (Application for Individual Taxpayer Identification Number) for clients
  • Obtain and verify client documents needed to submit to IRS along with W-7
  • Review ITIN acceptance and rejection letters received from IRS for applicants
  • Contact clients to request additional documents or information
  • Update client database of ITIN applicants
  • Other duties as assigned by Senior Tax Manager and ITIN Manage.


  • Tax experience strongly preferred
  • Experience with customer service is strongly preferred
  • excellent logical and analytical skills
  • excellent written and verbal communication skills required

Bilingual in English and Spanish required

Ability to work evenings, weekends, and long hours from January through April is required

All candidates selected must complete training and certification provided by employer to continue employment

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)