Job Description
America’s Choice Tax is seeking a licensed Enrolled Agent to join our team. We are a forward-thinking and fast growing tax resolution firm that helps Americans resolve their tax debt. Our ideal candidate is an individual who is organized, self motivated, has critical thinking skills, and shows willingness to learn and adapt.
REQUIREMENTS:
Must be a Licensed Enrolled Agent with active credentials
1 year as an Enrolled Agent (preferred)
Strong communication (verbal & written) skills and excellent customer service skills
Ability to work effectively in a fast-paced environment
Excellent multitasking and organizational skills
Strong attention to detail and time management skills
RESPONSIBILITIES:
Pulling Tax transcripts
Maintaining client contact from the inception to completion of the IRS investigation within the guidelines outlined in the standard operating procedures
Directing clients to provide the required documentation needed for the investigation to be completed
Review and analyze financial documents in order to identify the best possible resolution for our clients
Meeting deadlines and tasks in a timely manner to further expedite the resolution process
Providing excellent customer service while multitasking clients, tasks, goals, and expectations
Maintaining proper notes in CRM and tracking progress accordingly
Regularly establishes contact with the IRS and/or State Tax Agencies, communication may be by phone, email and/or fax
Provides realistic timelines and case updates to team members daily or as needed
Ability to work independently and effectively, prioritize caseload, handles a high volume of cases
Manages an assigned client caseload and any correspondence with IRS and/or State authorities
BENEFITS: