• Client Representation: Represent clients with the highest standards of professionalism and ethics before the IRS and state taxing authorities.
• Communication: Build and maintain clear, respectful communication channels with clients and taxing authorities, ensuring transparent and effective interactions.
• File Review: Regularly review the status and progress of client files to ensure timely and accurate resolutions.
• Proposal Preparation: Compile and analyze client information to develop proposals acceptable to taxing authorities.
• Document Management: Maintain organized electronic client files, documents, and notes in the client database.
• Correspondence Management: Oversee correspondence with IRS and state tax authorities, ensuring accuracy and compliance.
• Tax Resolution: Prepare tax payment plans, provide guidance with IRS tax audits, and review financial documents to offer the best resolutions in tax relief for clients.
• Tax Liens and Levies: Remove IRS tax levies, federal tax liens, and wage garnishments through effective negotiation and problem-solving.
• Client Book Management: Manage and grow an assigned book of clients, providing consistent support and service.

What Success Looks like In this Role: 

• Tax Expertise: Comprehensive understanding of the tax industry, IRS processes, procedures, and the ability to craft arguments using IRS and state policies, procedures, and codes.
• Continuous Learning: Actively engages in ongoing training to maintain and enhance job knowledge and skills.
• Negotiation Skills: Demonstrates strong negotiation abilities on behalf of clients with IRS and state tax authorities.
• Technical Proficiency: Proficient in Microsoft Word, Excel, and Google Workspace products.
• Organizational Skills: Exhibits a high level of organization and attention to detail.
• Dependability: Reliable, adaptable, and capable of prioritizing tasks effectively with a strong work ethic.
• Initiative: Takes initiative and demonstrates a strong drive for achieving results.

Minimum Qualifications:

• Education: High school diploma or equivalent (Associate’s or Bachelor’s Degree strongly preferred).
• Licensing: Must possess an Enrolled Agent (EA) license in good standing with the IRS or be willing to become licensed.
• Experience: At least 1 year of experience in tax resolution or related fields (preferred); experience in law is a plus.

Benefits:

• 401(k) with matching contributions
• Dental, Health, Vision, and Life Insurance
• Disability Insurance
• Employee assistance program
• Paid time off
• Parental leave
• Flexible work schedule
• Unlimited commission potential in addition to base pay
• Referral program
• Possible hybrid schedule
• Educational Assistance – Enrolled Agent License
• 10 Paid Holidays annually

Work Environment & Perks:

We take pride in maintaining a healthy work/life balance and providing a supportive environment for our employees. Our culture is fun, inclusive, and encouraging, with regular events for employees and their families to enjoy together. 

• Company Picnic
• Team Building Events
• Holiday Events
• Employee Recognition Programs

These activities help our team relax and unwind, as well as contribute to building a positive and connected work culture. 

Why Join Us?