The tax professional's primary goal is to support our Attorneys by assisting with legal research, drafting Collection Information Statements, drafting correspondence to the IRS, calling the ACS and Practitioner’s line to obtain case information, and preparing attorneys for hearings. Tax professionals work under the direction and supervision of an Attorney. A tax professional provides quality legal services to clients at a lower billable rate than an Attorney, and by doing so, benefits both the Firm and clients. Enrolled Agents are required to meet the minimum billable requirements set by the Firm. Responsibilities: • Case Management • Ensure calendar deadlines and case milestones are added to the Firm’s Master Calendar and in the Case Management system to ensure no deadlines are missed and cases move forward • Review upcoming Deadlines • Prioritize task workload to ensure efficiency and productivity • Perform Case work • Organize, sort, and summarize information and files • Draft correspondence • Prepare intake call summaries, power of attorney forms, and Collection Information Statements • Call IRS practitioners and ACS hotlines • Review IRS transcript reports • Contemporaneously enter billable and non-billable time in the Case Management System • Update clients • Meet with the Legal Team for case status updates Qualifications: • Associate’s Degree or higher in Accounting, Finance, or a related area • Licensed Enrolled Agent or CPA • 2+ Years of Experience in a Tax Controversy Firm Compensation: $80,000

• Case Management • Ensure calendar deadlines and case milestones are added to the Firm’s Master Calendar and in the Case Management system to ensure no deadlines are missed and cases move forward • Review upcoming Deadlines • Prioritize task workload to ensure efficiency and productivity • Perform Case work • Organize, sort, and summarize information and files • Draft correspondence • Prepare intake call summaries, power of attorney forms, and Collection Information Statements • Call IRS practitioners and ACS hotlines • Review IRS transcript reports • Contemporaneously enter billable and non-billable time in the Case Management System • Update clients • Meet with the Legal Team for case status updates