Enrolled Agent

Description:

Milestone Tax Solutions is growing! We’ve expanded into the Phoenix-Tempe market and continue to provide trusted tax resolution services to clients nationwide; we’re looking for experienced tax resolution professionals to join our team and help us redefine what the tax resolution industry can be.

At Milestone Tax Solutions, we’re more than just a tax firm – we're a movement. Our clients choose us because we’re dedicated to transforming lives. Our culture is built on hard work, continuous training, and a commitment to creating an environment where you can grow, succeed, and make a real impact.

Job Summary

The Enrolled Agent represents clients before the IRS, reviews client transcripts, and develops strategies to resolve complex tax issues. This role combines tax resolution expertise with clear communication and a commitment to delivering accurate, effective solutions for clients.

Duties and Responsibilities

• Assist clients in addressing collection actions, including levies, wage garnishments, audits, and Revenue Officers, with a focus on release or reduction
• Negotiate payment plans, penalty abatements and other arrangements to resolve outstanding IRS tax liabilities
• Develop and implement customized tax resolution strategies, including Offers in Compromise, installment agreements, CNC, and penalty abatements
• Review and prepare timely responses to IRS notices to ensure compliance and protect client interests
• Represent clients in the appeals process for IRS decisions related to audits, penalties and assessments
• Consult with our Case Managers who explain resolution options, provide guidance and support informed decision making to clients
• Maintain up to date knowledge of tax regulations and IRS procedures to deliver effective resolution strategies
• Other duties as assigned

Education and Experience

• High School Diploma or equivalent education required
• Must have Active Enrolled Agent (EA) certification from the IRS
• Must have PTIN
• Minimum of 3-5 years' experience in IRS tax resolution, with a strong understanding of IRS procedures and tax laws.

Compensation and Benefits

• $60,000 – $80,000 annually
• Receive yearly performance–based bonuses
• Comprehensive health, dental, and vision insurance include
• Paid time off

Skills and Abilities

• Expert knowledge of federal tax laws and IRS procedures
• Skilled in audits, collections, appeals, and tax resolution
• Strong tax preparation and financial analysis abilities
• Excellent communication and client services skills
• Tech-savvy with tax software and Microsoft Office
• Highly organized and able to manage multiple cases
• Problem-solver with integrity and attention to detail

Requirements: