Enrolled Agent

Summary: A Hiring Company is focused on tax debt resolution and is seeking an Enrolled Agent to assist in the tax resolution process. The role involves preparing client financial information, developing case strategies, and managing client communication to ensure efficient case progression. Responsibilities: - Collect, organize, and validate client financial documentation - Prepare and analyze financial information to assist in determining appropriate resolution strategies - Assist in developing tailored case strategies based on client circumstances - Prepare forms and documentation under supervision - Communicate directly with clients to explain next steps and gather required information - Track deadlines, tasks, and case milestones to ensure timely case progression - Submit cases for review when appropriate and update case status accordingly - Maintain accurate documentation and case records throughout the lifecycle - Collaborate cross-functionally with Client Services, Sales, and Tax Preparation teams - Maintain strict confidentiality and ensure compliance with company policies and regulatory requirements Required Qualifications: - Strong analytical and problem-solving skills - High attention to detail and accuracy - Ability to manage multiple tasks and deadlines in a fast-paced environment - Strong verbal and written communication skills - Ability to work both independently and collaboratively across teams - Organized, proactive, and accountable approach to work - Ability to quickly learn new processes, systems, and tax-related concepts Preferred Qualifications: - 1 year in tax resolution or related field - Associate degree or High School Diploma/GED Required Skills: Tax resolution, Financial documentation preparation, Case strategy development, Client communication, Deadline and task management, Documentation management, Regulatory compliance Benefits: 401(k), Medical, dental, and vision coverage, Life insurance, Paid time off, A range of additional employee benefits