Enrolled Agent

America's Choice Tax
Murrieta, CA Full Time
POSTED ON 3/8/2024 CLOSED ON 4/9/2024

What are the responsibilities and job description for the Enrolled Agent position at America's Choice Tax?

America’s Choice Tax is seeking a licensed Enrolled Agent to join our management team. We are a forward-thinking and fast growing tax resolution firm that helps Americans resolve their tax debt. Our ideal candidate is an individual who is organized, self motivated, has critical thinking skills, and shows willingness to learn and adapt.

Requirements:

  • Must be a Licensed Enrolled Agent with active credentials
  • At least 1 year as an Enrolled Agent
  • Strong communication (verbal & written) skills and excellent customer service skills
  • Ability to work effectively in a fast-paced environment
  • Excellent multitasking and organizational skills
  • Strong attention to detail and time management skills

Responsibilities:

  • Obtaining and analyzing Tax transcripts
  • Review and analyze financial documents in order to identify the best possible resolution for our clients
  • Meeting deadlines and tasks in a timely manner to further expedite the resolution process
  • Provide excellent customer service while multitasking clients, tasks, goals, and expectations
  • Maintaining proper notes in CRM and tracking progress accordingly
  • Regularly establishes contact with the IRS and/or State Tax Agencies
  • Provide realistic timelines and case updates to team members daily or as needed
  • Ability to work independently and effectively, prioritize caseload, handles a high volume of cases
  • Enroll clients into IRS Tax Programs (OIC, CNC, Installment agreements, Non-Collectable, Innocent Spouse, etc.)

Benefits:

  • Competitive Salary PLUS Monthly Bonus Incentives (Based on Closed Cases)
  • Health Insurance (Medical/Dental/Vision)
  • Paid Time Off (Vacation, Sick, Holiday)
  • Potential for growth opportunities within the company!

** BACKGROUND CHECK REQUIRED***

Job Type: Full-time

Pay: $55,000.00 - $100,000.00 per year

Benefits:

  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Vision insurance

Experience level:

  • 2 years

Schedule:

  • Monday to Friday

Education:

  • Associate (Preferred)

License/Certification:

  • Enrolled Agent License (Required)
  • PTIN (Required)
  • EFIN (Required)

Work Location: In person

Salary : $55,000 - $100,000

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