Enrolled Agent

About the role

The Enrolled Agent Assistant supports the tax resolution process by preparing and organizing client financial information, assisting in case strategy development, and managing ongoing client communication.

Responsibilities

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

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.