EA Assistant

About the role

Work Location: Fairfield (In Office)
Job Type: Full-time
Experience: Tax: 1 year (Required)
Education: Associate (Required)

Core Responsibilities

• Support Enrolled Agents with case preparation and tax resolution workflows
• Handle administrative duties including scheduling appointments, managing client communications, and maintaining accurate case records
• Collect, gather, organize, and validate client financial documentation to ensure completeness and accuracy
• Affiliate with basic tax resolution components under supervision
• Track tasks and deadlines to ensure timely and accurate completion of client deliverables and internal projects

Skills & Qualifications

• High school diploma or equivalent required; associate’s or bachelor’s degree in accounting, finance, or a related field preferred
• Previous experience in tax preparation, tax resolution, or a related administrative role is a plus
• Working knowledge of IRS processes and tax resolution fundamentals preferred
• Strong organizational, documentation, and time management skills
• Excellent written and verbal communication skills with a professional client-service approach
• Ability to follow established procedures, meet deadlines, and manage multiple priorities
• Willingness to learn, accept feedback, and grow within the role

About Us

With 30 years of experience, we alleviate tax stress through efficient, empathetic, and transparent services. Specializing in swift tax resolution for individuals and businesses, our unique PTR Exclusive Edge ensures effective solutions. Join our team for a role where you contribute to helping clients regain financial peace of mind!

Benefits

Our organization provides a comprehensive and competitive compensation package, including a 401(k), medical, dental, and vision coverage, life insurance, paid time off, and a range of additional employee benefits.