EA–
Including but not limited to contacting IRS and State agencies, developing, and submitting payment plan requests, preparing tax returns, and collaborating with legal staff for assigned clients. Perform all work in accordance with federal and state regulations and guided by firm standard operating procedures and within the limits of established policies and service level agreements.
MUST HAVE 2 YEARS TAX RESOLUTION EXPERIENCE
MUST HAVE WORKED & CLOSED OVER 100 RESOLUTION CASES
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
- You will be responsible for contacting the IRS and States and submitting payment plan requests, first-time abatements, non-collectible status and working with administrative staff to secure any information needed from clients.
- Collaborate with attorneys and legal support staff on assigned cases.
- Prioritize and manage assigned case load to meet established service deliverables effectively, accurately, and efficiently.
- Review financial documents to determine the best resolution for clients.
- Communicate with the IRS / State agencies to discuss matters and accomplish desired outcomes.
- Release levies on bank accounts and wages.
- Negotiate installment agreements, partial pay, offer in compromise, and other available solutions.
- Finalize resolutions and close out cases daily using our customer relationship management platform.
- Conduct client calls and meetings to facilitate the exchange of information and documentation to support service delivery.
- Compute taxes owed ensuring compliance with payment, reporting, or other tax requirements.
- Advise clients on their tax planning and tax situations.
ADDITIONAL POSITION REQUIREMENTS
- Identify opportunities to expand the scope of services a client is using with the firm and engage internal partners to support expanding the client relationship.
- Maintain positive working relationship with clients, attorneys, and staff.
- Capture all tasks and work performed in the firm's customer relationship management system.
- Carries out duties in compliance with all federal and state regulations and guidelines.
- Complies with all company and site policies and procedures.
- Remains current in profession and industry trends.
- Makes a positive contribution as demonstrated by:
- making suggestions for improvement
- learning new skills, procedures and processes.
- Is available for other duties as required.
- Is available for overtime as needed.
Job Type: Full-time
Pay: $33.00 - $36.00 per hour
Expected hours: 30 – 40 per week
Benefits:
- Opportunities for advancement
- Paid training
- Work from home
Experience level:
Schedule:
Application Question(s):
- Do you have 2 years of business tax prep experience?
Experience:
- Tax resolution: 3 years (Required)
License/Certification:
- Enrolled Agent License (Required)
Work Location: Remote