Description

We are seeking a knowledgeable and client-focused Enrolled Agent specializing in tax representation to assist individuals and businesses with resolving tax issues and navigating interactions with taxing authorities. This role requires strong analytical abilities, attention to detail, and the ability to advocate on behalf of clients while maintaining compliance with federal and state regulations.

Key Responsibilities:

• Represent clients before federal and state tax authorities (e.g., IRS, state departments of taxation)
• Handle a variety of tax resolution matters, including audits, notices, collections, installment agreements, offers in compromise, and penalty abatements
• Communicate directly with taxing agencies to resolve client tax issues in a timely and efficient manner
• Review client financial records and tax filings to assess liabilities and identify appropriate resolution strategies
• Conduct thorough research on tax laws, regulations, and procedures to support client cases
• Prepare and submit required documentation, forms, and correspondence on behalf of clients
• Monitor case progress and maintain accurate, detailed records of all communications and actions taken
• Advise clients on compliance requirements and strategies to avoid future tax issues
• Provide clear, concise explanations of tax situations and resolution options to clients

We encourage a positive and healthy work environment, along with continued learning, growth, and advancement.  We will enable your growth in this field and help to expand your knowledge and expertise through training with tenured, senior staff.  

Competitive pay and benefits offerings for full-time employees include Health and Dental Insurance, 401(k), Paid Time Off, as well as other voluntary benefits

Salaried position with pay to be determined based on prior experience and demonstrated abilities.  

This position may be fully remote, hybrid, or fully on-site depending on applicant's location.  Remote positions require dependable home internet service and a private setting free of interruptions.   Employer owned and issued equipment will be provided for this position.  

Requirements

Education, Experience & Licensure

• Bachelor’s degree in Accounting, Finance, Business, or a related field required (Degree in an unrelated field with ample experience is acceptable)
• Prior experience in tax preparation, tax resolution, or tax representation preferred
• Current Enrolled Agent (EA) License in good standing with IRS, and up to date with CE Requirements

Technical & Software Skills

• Strong computer proficiency, including the ability to work efficiently across multiple systems and software platforms
• Solid working knowledge of Microsoft Office products, particularly Excel, Word, Outlook, and Teams
• Experience with or ability to quickly learn client management software, IRS E-Services, and IRS Tax Pro Account
• Current and accessible ID.Me account  
  

Analytical & Research Skills

• Strong analytical thinking skills with the ability to review financial data and identify discrepancies or opportunities
• Ability to conduct tax-related research and interpret findings to support decision-making
• Independent problem-solving skills to address complex tax scenarios and client concerns
  

Client Service & Communication

• Demonstrated commitment to delivering exceptional client care and building long-term relationships
• Ability to clearly explain tax concepts and findings to clients in an understandable manner (both via phone call and in writing)
• Professional, empathetic, and solution-oriented approach when working with clients

Professional Competencies

• High level of integrity and commitment to maintaining confidentiality of sensitive financial information
• Strong organizational and time management skills, with the ability to manage multiple cases simultaneously
• Ability to work both independently and as part of a team
• Commitment to staying current with changes in tax laws and regulations