Enrolled AgentAdvantex Professional Services • Westminster, CA, United States
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Enrolled Agent
Advantex Professional Services • Westminster, CA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
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
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Enrolled Agent • Westminster, CA, United States
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