Enrolled Agent

About the role

Priority Tax Relief is setting the national standard for tax debt resolution through disciplined preparation and earned trust. Our team moves fast with purpose. Thinking clearly, owning the work, and executing our strategy all the way through resolution. We bring clarity to complex cases and stand shoulder to shoulder with clients until the work is done. We measure our success by outcomes, because every resolution restores stability where it matters most.

Responsibilities

• Collect, organize, and validate client financial documentation
• Prepare and analyze financial information to assist in determining appropriate resolution strategies
• Affiliate 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

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