Lead Enrolled Agent

Overview

This role is for an experienced Enrolled Agent to join the tax resolution team. The position involves working closely with clients and an assigned caseload, supported by experienced staff, to help solve tax cases and manage resolution strategies.

Remote telework consideration (current hiring states):
Remote telework positions are available 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 employer from any location not listed above.

Responsibilities

• Review a detailed financial analysis of the client’s income, expenses, and assets to determine and/or confirm qualified resolution options.
• Research and develop strategies to defend the client’s position while considering the client’s specific goals.
• Negotiate tax resolutions on behalf of clients with the state and/or IRS government entities via phone or in person.
• Communicate consistently with clients via email/phone/video call/mail regarding case updates and expectations.
• 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 the ability to prioritize tasks efficiently.
• Ability to complete tasks with thorough attention to all areas involved.
• Ability to act with integrity, professionalism, and confidentiality.
• Ability to function in a fast-paced environment.
• Comfortable with a high level of client interaction.
• Enjoys problem-solving and working through issues with clients and team members.
• Adaptable team player when priorities shift or unexpected challenges arise.
• Access to the following equipment to perform required duties:
  • A computer, laptop, monitor, tablet and/or smart phone.
  • Internet: a minimum of 50 Mbps internet service (recommended 100 Mbps for optimal performance).
• Satisfactory background and reference checks.

Compensation & Benefits

• Competitive salary starting at $65,000+, depending 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.
• 401(k) with matching when eligible.
• Paid volunteer events.
• Company-sponsored events.
• Coverage related to well-being benefits.