Enrolled Agent

In this role, you will work directly with clients, the IRS, and State Tax Authorities to evaluate tax situations, develop resolution strategies, and negotiate appropriate outcomes on behalf of our clients.

Strong analytical skills, attention to detail, and effective communication are essential to success in this position. You will be responsible for reviewing financial and tax information, preparing necessary documentation, communicating with taxing authorities, and guiding clients through the resolution process.

Your responsibilities will include:

• Reviewing and processing IRS and State Tax Agency correspondence.

• Communicating directly with the IRS and State Tax Authorities to obtain client account information and address outstanding tax matters.

• Preparing IRS and state-specific documentation, including Powers of Attorney, financial statements, and appeals.

• Communicating with clients to gather necessary financial information and documentation.

• Explaining tax resolution processes, available options, and recommended strategies to clients.

• Analyzing client financial information to help determine appropriate tax resolution strategies.

• Negotiating payment arrangements, settlements, and other resolution agreements with the IRS and State Tax Authorities.

• Monitoring client cases and following up with taxing authorities to ensure timely progress.

• Maintaining accurate client records and documentation throughout the resolution process.

• Collaborating with team members to provide effective solutions and exceptional client service.

Qualifications & Requirements

• Active Enrolled Agent (EA) license or in progress.

• Strong understanding of tax matters and financial concepts.

• Tax resolution experience preferred, but not required.

• Ability to communicate professionally and effectively with the IRS, State Tax Authorities, and clients.

• Strong analytical skills and the ability to evaluate financial information.

• Proficiency in Microsoft Office applications.

• Proficiency in Adobe Acrobat.

• Excellent attention to detail and accuracy.

• Strong organizational skills and the ability to manage multiple cases and deadlines.

• Excellent verbal and written communication skills.

• Strong telephone and client communication skills.

• Ability to work independently while contributing positively to a team-oriented environment.

• Strong work ethic, accountability, and willingness to learn.

• High school diploma or equivalent required.