Enrolled AgentAdvantex Professional Services • Westminster, CA, United States

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Enrolled Agent

Advantex Professional Services • Westminster, CA, United States

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JuniorTaxAdvisor(EnrolledAgentEA)

Location:Irvine,CA(Onsite)

Compensation:$72,000$80,000base+monthlybonus

GreatopportunityforanentrylevelEAwiththeirenrolledagentcertification.Greatcompanyculture,benefitsandgrowthpotential.

Overview

Junior-leveltaxresolutionrolesupportingclientswithIRSmatters
Client-facingpositionmanagingassignedcasesfromstarttoresolution
Onsiteroleinafast-paced,team-basedenvironment

KeyResponsibilities

Manageasmallportfolioofcomplextaxresolutioncases
Serveasmainpointofcontactforassignedclients
Reviewfinancials,IRSnotices,andcompliancegaps
Request,collect,andreviewclientdocumentation
Prepareresolutionpackages,includingOffersinCompromise
PartnerwithTaxProfessionalsandTaxPreparers
Explainoptions,timelines,andnextstepstoclients
Maintainclearandaccuratecasenotesinthesystem
Flagrisks,issues,anditemsneedingescalation

Requirements

ActiveEnrolledAgent(EA)certificationrequired
1+yearexperienceintaxresolutionorEArole
ExperiencewithIRScollectionsandcomplexcases
SolidunderstandingofIRSprocedures
Strongwrittenandverbalcommunicationskills
Highlyorganizedwithstrongtimemanagement
Comfortablehandlingmultiplecasesatonce
ExperienceusingCRMorcasemanagementtools

PandoLogic. Keywords: Tax Preparer, Location: Westminster, CA - 92685 , PL: 602769265

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Enrolled Agent • Westminster, CA, United States