Enrolled Agent - Client Services
About The Position
As an Enrolled Agent,you will serve as the primary client-facing Enrolled Agent and primary point of contact for strategic client cases involving the most complex tax issues. IFrom the moment a client is enrolled in our resolution services through final placement into a resolution program, you will guide them through the entire journey—assessing their situation, explaining options, gathering and reviewing documentation, and ensuring they feel informed and supported at every step. You will prepare cases and applicable resolution packages, exercising a high level of judgment and discretion based on prior Enrolled Agent experience, and then hand off well-prepared cases to the Tax Professional, who will lead IRS negotiations and finalize the best resolution possible. You will manage a small, focused pipeline of cases, allowing for deep case ownership, strong client relationships, and high-quality outcomes. We’re all about that in-person vibe, so this role is 100% on-site. If you’re excited to work side-by-side with our team (or are ready to make the move), you’ll feel right at home. If not, we kindly ask you to hold off on applying. Thanks for understanding!
Requirements
- Active Enrolled Agent (EA) credential in good standing
- Minimum of 1 year of hands-on experience in an Enrolled Agent or tax resolution role
- Proven experience handling complex individual tax resolution cases and IRS collections matters
- Strong working knowledge of IRS procedures, timelines, and compliance requirements
- A client-first mindset with a genuine enjoyment of speaking with clients and guiding them through challenging situations
- Strong collaboration skills and a demonstrated ability to work closely with Tax Preparers and other tax professionals
- Excellent written and verbal communication skills, with the ability to explain complex tax matters in a clear, reassuring way
- Strong organizational skills and ability to manage multiple complex cases simultaneously
- Comfort working in a fast-paced, metrics-driven environment
- Proficiency with case management systems, CRM tools, and Microsoft Office or Google Workspace
Responsibilities
- Serve as the primary client-facing Enrolled Agent for a small pipeline of strategic client cases involving the most complex tax issues
- Conduct detailed client assessments to understand financial circumstances, compliance gaps, and resolution opportunities
- Exercise sound judgment and discretion to determine what documentation is required to strengthen a client’s resolution position
- Proactively request, gather, and review client documentation to ensure accuracy, completeness, and readiness for submission
- Prepare resolution cases and packages, including Offers in Compromise (OIC) and Revenue Officer–assigned matters, for handoff to the Tax Professional
- Partner closely with Tax Professionals and Tax Preparers to align on strategy and ensure cases are positioned for successful resolution
- Clearly explain resolution pathways, documentation needs, and next steps to clients throughout the process
- Maintain thorough, timely, and accurate case notes and documentation within internal systems
- Identify opportunities to improve case outcomes and flag potential escalations or alternative strategies
- Deliver a high-touch, relationship-driven client experience while meeting quality, compliance, and productivity standards
Benefits
- Medical, Dental, and Vision Insurance (starting after 60 days)
- Paid Time Off
- 401(k) retirement plan with company match
- Professional Development Program to support your growth
- Access to our on-site gym and gaming lounge
- Catered team lunches every Friday
- Fun and energizing quarterly company outings
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
