Description

Are you a detail-oriented multitasker with a passion for helping individuals and businesses navigate complex tax issues? Join our growing team and make a real impact by providing expert tax resolution services. We are committed to delivering outstanding customer service, maintaining compliance with federal and state tax regulations, and helping our clients achieve financial relief.

As a Tax Professional, you will play a key role in assisting clients with resolving back tax debt, negotiating with tax agencies, and ensuring compliance with federal and state tax laws. If you are an experienced Enrolled Agent with a strong background in tax resolution, we would love to hear from you!

Compensation and Benefits

• Competitive salary based on experience
• Opportunities for professional growth as the company expands
• Meaningful impact by providing real solutions to individuals and businesses facing tax challenges

Why you should apply for this position today

This role offers a chance to be part of a dynamic and supportive team dedicated to helping clients move forward. By joining us, you will have the opportunity to utilize your expertise and passion while making a significant impact in the lives of our clients.

Skills

• Enrolled Agent Certification (active credentials required)
• 2+ years of experience in tax resolution (offer in compromise, installment agreements, innocent spouse relief, etc.)
• Strong verbal and written communication skills with a customer-focused approach
• Excellent organizational skills and the ability to manage multiple cases simultaneously
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Ability to analyze financial documents and tax transcripts to determine the best resolution strategies
• Experience communicating with the IRS and state tax agencies to resolve client tax debt
• A collaborative team player who thrives in a fast-paced, deadline-driven environment

Responsibilities

• Communicate directly with clients and tax agencies to provide expert tax resolution services
• Draft opinion letters, respond to IRS inquiries, and prepare technical memoranda
• Obtain releases of levies and wage garnishments to provide immediate relief to clients
• Negotiate payment plans, offers in compromise, and other tax relief options
• Prepare and review financial documents to determine the best resolution strategies
• Regularly update case files and provide clients with clear, realistic timelines and case progress updates
• Maintain detailed records in company systems and collaborate with team members to achieve the best outcomes

Qualifications

• Enrolled Agent Certification (active credentials required)
• 2+ years of experience in tax resolution
• Strong verbal and written communication skills
• Excellent organizational skills

Education Requirements

• Bachelor’s degree in Accounting, Finance, or a related field preferred

Education Requirements Credential Category

• Enrolled Agent Certification

Experience Requirements

• 2+ years of experience in tax resolution

Why work in Irvine, CA

Irvine, CA, is a thriving city known for its beautiful parks, excellent schools, and a strong sense of community. With access to a vibrant economic scene and a diverse population, Irvine offers a high quality of life and numerous opportunities for both personal and professional growth.