Overview. We are seeking a Bilingual Client Relations Specialist to join our team. The ideal candidate will be responsible for maintaining and enhancing client relationships, providing exceptional customer service, and case management. Duties. Communicate with clients to understand their needs and provide solutions. Explain products or services to existing clients. Conduct data entry to update client information accurately. Analyze client data an...
Overview. You will be contacting both the IRS and State (all 50) for pertinent compliance information for onboarding clients, as well as requesting for their transcripts. Requirements. Must have PTIN, IRS CAF number and Eservices SOR account. Excellent customer service experience. Organize, strong written and communication skills. Ability to multitask. Proficient with Microsoft Office. The ability to recognize deadlines and work well under pressu...
Job Overview. We are seeking a skilled Enrolled Agent to join our team. As an Enrolled Agent, you will be responsible for representing clients before the Internal Revenue Service (IRS) and all 50 States for tax issues. This position requires a deep understanding of tax laws and regulations. Duties. Represent clients with IRS & State collections, examinations, audits, and appeals. Stay up-to-date on changes in tax laws and regulations. Affectively...
