Licensed Enrolled Agent to represent clients before the IRS and state tax authorities, providing strategic advice and resolutions for tax debt relief.
Compensation
Starting base salary between $70,000 - $100,000/yr w2 + Employee Benefits
Responsibilities
Represent clients in interactions with the IRS and state tax authorities, handling negotiations and appeals
Assess, develop and execute tailored tax resolution strategies by identifying issues and opportunities to achieve the best possible outcomes for clients
Provide clear and concise explanations of tax laws, strategies, and resolution plans to clients, ensuring they understand their options
Maintain detailed and accurate records of all client interactions and case progress, adhering to regulatory and compliance standards
Stay updated on changes in tax laws and regulations, adjusting strategies and advice accordingly
A relationship-first role focused on owning tax client relationships, using tax experience to explain situations clearly and identify opportunities for additional services and revenue growth.
Compensation
$70,000–$80,000 base salary, plus incentives for upsells and referrals. Total annual earnings of up to $100,000 are possible
Responsibilities
Serve as the primary point of contact for an assigned book of tax clients, building long-term, trust-based relationships
Proactively reach out to clients on a regular cadence to review tax situations and stay ahead of changing needs
Translate tax topics into clear, plain-language explanations
Identify and surface upsell opportunities based on client tax and financial picture
Resolve client issues and concerns quickly, coordinating with internal tax preparers and specialists
Seeking an experienced U.S.-based Tax Resolution Specialist with an EA or CPA license to handle cases and represent clients before the IRS.
Responsibilities
Manage assigned U.S. tax resolution cases from initial review through completion
Review IRS notices, account transcripts, tax records, and supporting documents to identify issues and recommend appropriate resolution strategies
Represent authorized clients before the IRS and communicate directly with IRS agents, revenue officers, and other relevant personnel
Handle matters such as outstanding tax liabilities, installment agreements, offers in compromise, penalty abatement, collection notices, liens, levies, and other assigned resolution issues
Prepare and submit required authorizations, correspondence, financial statements, and supporting documentation
