Lead Enrolled Agent

Overview

The organization is seeking an experienced Enrolled Agent to join its tax resolution team. This role is a good fit for someone who enjoys connecting with people, is detail-oriented, and manages time effectively while balancing multiple competing priorities.

Remote telework eligibility (required): To be considered, remote telework is available only for workers located in: AL, AZ, AR, CA, DE, FL, GA, ID, IN, IA, KS, MD, MA, MO, MT, NE, NH, NJ, NM, NC, OH, OK, PA, SC, TN, TX, UT, VA, and WI.

Remote workers may not telework for the organization’s entities from any location not listed above.

Responsibilities

Enrolled Agents will be supported by experienced staff and participate in solving tax cases while managing an assigned caseload.

• Review detailed financial analysis of clients’ income, expenses, and assets to determine and/or confirm qualified resolution options.
• Research and develop strategies to defend clients’ positions while considering clients’ specific goals.
• Negotiate tax resolutions on behalf of clients with the state and/or IRS via phone or in person.
• Communicate consistently with clients regarding case updates and expectations (email/phone/video call/mail).
• Respond in a timely manner to client inquiries and requests.
• Prioritize and manage caseload and assignments.
• Perform other job-related duties as assigned.

Requirements

• Enrolled Agent, active status.
• Minimum of one year’s experience negotiating tax resolutions with the state and/or IRS.
• Positive attitude and customer service mindset with a strong work ethic.
• Exceptional interpersonal, negotiation, and conflict resolution skills with strong follow-up.
• Outstanding verbal and written communication skills.
• Excellent organizational skills with ability to prioritize tasks efficiently.
• Ability to complete tasks with thorough attention to all areas involved.
• Ability to act with integrity, professionalism, and confidentiality.
• Capability to function in a fast-paced environment.
• Comfortable with significant client interaction.
• Enjoys problem solving and working through issues with clients and team members.
• Adaptable and a team player when priorities shift or unexpected challenges arise.
• Access to required equipment:
  • A computer, laptop, monitor, tablet and/or smart phone.
  • Internet service with a minimum of 50 Mbps, with 100 Mbps recommended.
• Satisfactory background and reference checks.

Compensation & Benefits

• Competitive salary starting at $65,000+, with incentives based on experience.
• Medical, dental, and vision insurance.
• Short- and long-term disability.
• Life insurance.
• Pet insurance.
• Gap plan for eligible employees.
• Paid time off (PTO), including sick days and vacation days.
• Paid holidays.
• 401K with matching when eligible.

Location

This position is remote/telework, available only for candidates located in: AL, AZ, AR, CA, DE, FL, GA, ID, IN, IA, KS, MD, MA, MO, MT, NE, NH, NJ, NM, NC, OH, OK, PA, SC, TN, TX, UT, VA, and WI.