Enrolled Agent (Hiring Immediately)

• Collect, organize, and validate client financial documentation
• Prepare and analyze financial information to assist in determining appropriate resolution strategies
• Assist in developing tailored case strategies based on client circumstances
• Prepare forms and documentation under supervision
• Communicate directly with clients to explain next steps and gather required information
• Track deadlines, tasks, and case milestones to ensure timely case progression
• Submit cases for review when appropriate and update case status accordingly
• Maintain accurate documentation and case records throughout the lifecycle
• Collaborate cross-functionally with Client Services, Sales, and Tax Preparation teams
• Maintain strict confidentiality and ensure compliance with company policies and regulatory requirements

• Strong analytical and problem-solving skills
• High attention to detail and accuracy
• Ability to manage multiple tasks and deadlines in a fast-paced environment
• Strong verbal and written communication skills
• Ability to work both independently and collaboratively across teams
• Organized, proactive, and accountable approach to work
• Ability to quickly learn new processes, systems, and tax-related concepts

Compensation details: 35-50 Hourly Wage

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