Overview
This role involves managing IRS Offer in Compromise (OIC) cases from start to finish as an Enrolled Agent, Offer in Compromise (EA OIC). The position focuses on client advocacy to pursue the best possible resolution by exhausting all available options.
Responsibilities
- Manage Offer in Compromise (OIC) cases end-to-end, including oversight through acceptance, rejection, denial, or appeal
- Serve as a client advocate by exhausting available options to achieve the best possible outcome
- Review client documentation thoroughly prior to submission to ensure accuracy and completeness
- Communicate regularly with assigned IRS Offer Specialists and Examiners, providing required documentation and case updates
- Analyze Reasonable Collection Potential (RCP) calculations to identify errors, missing expenses, or opportunities for appeal
- Prepare and submit rebuttals to incorrect or outdated Extension to Pay (ETP) demand letters from the IRS
- Prepare and submit Appeal packets when necessary and attend Appeal conferences as scheduled
- Collaborate daily with internal teams to support timely progression of each case
- Maintain strong written and verbal communication while building positive relationships with IRS personnel and internal teams
- Prioritize the client’s best interest in every decision and action
- Perform additional duties as assigned
Requirements
Required Qualifications
- Enrolled Agent (EA) license or CPA (Certified Public Accountant)
- Active PTIN (Preparer's Tax Identification Number)
- Established e-Services account on IRS.gov
- 1+ years of experience setting up resolutions with ACS (Automated Collection System) or Revenue Officers
Skills & Competencies
- Excellent verbal and written communication skills; ability to speak clearly, listen actively, and produce professional correspondence
- Proficiency in Google Suite and CRM platforms; strong multitasking ability in a fast-paced environment
- Strong interpersonal and emotional intelligence, including empathy, self-awareness, and emotional regulation
- Service-oriented mindset with ability to build rapport quickly with clients and colleagues
- Ability to learn quickly, retain product knowledge, and apply compliance guidelines rapidly
- High level of professionalism, discretion, and commitment to confidentiality
- Strong understanding of IRS tax procedures, including return processing, personal and business compliance, and identity theft
Compensation & Benefits
- Salary: $75–90k based on experience
- Commissions available after 60 days
Location
- Remote or Onsite in Irvine, CA
Equal Opportunity
The employer is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.