Enrolled Agent
JuniorTaxAdvisor(EnrolledAgentâ€"EA) Location:Irvine,CA(Onsite)Compensation:$72,000â€"$80,000base+monthlybonusGreatopportunityforanentrylevelEAwiththeirenrolledagentcertification.Greatcompanyculture,benefitsandgrowthpotential.Overview Junior-leveltaxresolutionrolesupportingclientswithIRSmattersClient-facingpositionmanagingassignedcasesfromstarttoresolutionOnsiteroleinafast-paced,team-basedenvironmentKeyResponsibilities ManageasmallportfolioofcomplextaxresolutioncasesServeasmainpointofcontactforassignedclientsReviewfinancials,IRSnotices,andcompliancegapsRequest,collect,andreviewclientdocumentationPrepareresolutionpackages,includingOffersinCompromisePartnerwithTaxProfessionalsandTaxPreparersExplainoptions,timelines,andnextstepstoclientsMaintainclearandaccuratecasenotesinthesystemFlagrisks,issues,anditemsneedingescalationRequirements ActiveEnrolledAgent(EA)certificationrequired1+yearexperienceintaxresolutionorEAroleExperiencewithIRScollectionsandcomplexcasesSolidunderstandingofIRSproceduresStrongwrittenandverbalcommunicationskillsHighlyorganizedwithstrongtimemanagementComfortablehandlingmultiplecasesatonceExperienceusingCRMorcasemanagementtoolsPandoLogic. Keywords: Tax Preparer, Location: Irvine, CA - 92604