Overview
An established tax resolution and accounting firm is seeking an experienced Enrolled Agent to join their tax resolution team. This role involves managing client cases, negotiating tax resolutions with state and IRS entities, and providing excellent client communication. The position is remote but limited to candidates located in specific U.S. states.
Location
Remote positions available only for workers located in AL, AZ, AR, 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 from locations outside these states.
Responsibilities
- Review detailed financial analyses of clients' income, expenses, and assets to determine qualified resolution options.
- Research and develop strategies to defend clients' positions aligned with their goals.
- Negotiate tax resolutions with state and IRS government entities via phone or in person.
- Maintain consistent communication with clients through email, phone, video calls, and mail regarding case updates and expectations.
- Respond promptly to client inquiries and requests.
- Prioritize and manage assigned caseload and related assignments.
- Perform other job-related duties as assigned.
Requirements
- Active status as an Enrolled Agent.
- Minimum of one year’s experience negotiating tax resolutions with 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.
- Attention to detail and thoroughness in task completion.
- Integrity, professionalism, and ability to maintain confidentiality.
- Ability to function effectively in a fast-paced environment.
- Comfortable with frequent client interaction.
- Enjoyment of problem-solving and collaboration with clients and team members.
- Adaptability and teamwork when priorities shift or unexpected challenges arise.
- Access to necessary equipment including a computer, laptop, monitor, tablet and/or smartphone.
- Internet service with a minimum speed of 50 Mbps; 100 Mbps recommended for optimal performance.
- Successful completion of background and reference checks.
Compensation & Benefits
- Competitive starting salary of $65,000.
- Medical, dental, and vision insurance.
- Short- and long-term disability insurance.
- Life insurance and pet insurance.
- Gap insurance plan for eligible employees.
- Paid time off including sick days, vacation days, and paid holidays.
- 401(k) plan with matching contributions when eligible.
- Paid volunteer events.
- Company-sponsored social events.
- Opportunities for career growth and development.
- Collaborative, team-based work environment.