Enrolled Agent

Milestone Tax Solutions•Phoenix, AZ

1d•$70,000 - $90,000•Hybrid

About The Position

Milestone Tax Solutions is growing! We’ve expanded into the Phoenix-Tempe market and continue to provide trusted tax resolution services to clients nationwide; we’re looking for experienced tax resolution professionals to join our team and help us redefine what the tax resolution industry can be. At Milestone Tax Solutions, we’re more than just a tax firm – we're a movement. Our clients choose us because we’re dedicated to transforming lives. Our culture is built on hard work, continuous training, and a commitment to creating an environment where you can grow, succeed, and make a real impact. The Enrolled Agent represents clients before the IRS, reviews client transcripts, and develops strategies to resolve complex tax issues. This role combines tax resolution expertise with clear communication and a commitment to delivering accurate, effective solutions for clients.

Requirements

High School Diploma or equivalent education required
Must have Active Enrolled Agent (EA) certification from the IRS
Must have PTIN
Minimum of 3-5 years' experience in IRS tax resolution, with a strong understanding of IRS procedures and tax laws
Expert knowledge of federal tax laws and IRS procedures
Skilled in audits, collections, appeals, and tax resolution
Strong tax preparation and financial analysis abilities
Excellent communication and client services skills
Tech-savvy with tax software and Microsoft Office
Highly organized and able to manage multiple cases
Problem-solver with integrity and attention to detail

Responsibilities

Assist clients in addressing collection actions, including levies, wage garnishments, audits, and Revenue Officers, with a focus on release or reduction
Negotiate payment plans, penalty abatements and other arrangements to resolve outstanding IRS tax liabilities
Develop and implement customized tax resolution strategies, including Offers in Compromise, installment agreements, CNC, and penalty abatements
Review and prepare timely responses to IRS notices to ensure compliance and protect client interests
Represent clients in the appeals process for IRS decisions related to audits, penalties and assessments
Consult with our Case Managers who explain resolution options, provide guidance and support informed decision making to clients
Maintain up to date knowledge of tax regulations and IRS procedures to deliver effective resolution strategies
Other duties as assigned