Entry-Level Enrolled Agent

About the role

The Immediate Action Team Pro at Optima Tax Relief, LLC in Santa Ana, California reports to the Associate Director, Investigations. This position manages high-priority pipelines, analyzes client financial situations using information from clients, tax associates, and federal & state agencies, and collaborates with various teams to resolve client cases. The role also champions Optima’s culture and Core Values while delivering the best customer experience.

Initial training requires onsite attendance for up to 5 business days (unless prior management approval is provided), with potential additional onsite training as needed.

Responsibilities

• Communicate with IRS and other Tax Authorities to request and verify client tax-related information, such as compliance status.
• Handle legal, confidential IRS documents (e.g., IRS Transcripts and Notices) and interpret pertinent details.
• Strategize and create action plans for complex tax cases to request stays of collection and negotiate release of levies and garnishments.
• Interact with other departments (Tax Associates, Customer Service, etc.) to gather additional information for analyzing client financial and tax situations.
• Follow company protocols to ensure the highest level of security for client Personal Identifiable Information (PII).
• Perform other duties as assigned.

Requirements

• CPA, Licensed Enrolled Agent, or Tax Attorney certification.
• Active Preparer Tax Identification Number.
• CAF Number preferred.
• 2+ years of relevant experience.

Skills

• Meticulous attention to detail and high sense of accountability.
• Excellent organizational, time-management, written, and communication skills.
• Proven ability to exceed goals in a fast-paced environment.
• Strong work ethic and commitment to excellence.
• Self-starter with motivation and industriousness.
• Strong listening skills with the ability to understand and influence people.
• Team player.