Enrolled Agent

Requirements:

• Must be a licensed Enrolled Agent with active credentials
• At least 3 years as an Enrolled Agent (preferred) with experience with tax resolution matters (offer in compromise, installment agreements, currently not collectible status, levy release, innocent spouse, etc.)
• Strong communication (verbal & written) skills and excellent customer service skills
• Excellent multitasking and organizational skills
• Strong attention to detail and time management skills

Responsibilities:

• Intaking tax relief leads, hearing their situation, informing them what you think can be done for them, and converting them into clients
• Obtaining and analyzing tax transcripts
• Reviewing and analyzing financial documents in order to identify the best possible resolution for our clients
• Meeting deadlines and tasks in a timely manner to further expedite the resolution process
• Providing excellent customer service while multitasking clients, tasks, goals, and expectations
• Maintaining proper notes in CRM and tracking progress accordingly
• Regularly establishing contact with the IRS and/or state tax agencies
• Providing realistic timelines and case updates to clients and owner on a daily and weekly basis
• Enrolling clients into tax relief programs