What are the responsibilities and job description for the Tax Specialist (Enrolled Agent) position at Advantex Professional Services?
Position: Enrolled Agent (EA)
Location: Irvine (Onsite)
Compensation:
$70,000 to $80,000 plus a monthly bonus base on experience
Hot Buttons/Must Have: Enrolled Agent Certification
Great opportunity for an entry level Enrolled Agent or someone with 1-3 years of experience holding their Enrolled Agent Certification for a fast-growing and dynamic company that can offer growth.
Key Responsibilities:
- Manage a small group of complex tax resolution cases
- Serve as the main point of contact for clients
- Review client financials, IRS issues, and compliance gaps
- Request, collect, and review client documents
- Prepare resolution packages, including Offers in Compromise
- Coordinate with Tax Professionals and Tax Preparers
- Explain processes, options, and next steps to clients
- Maintain accurate case notes and records
- Identify risks, issues, and escalation needs
Requirements for the position:
- Active Enrolled Agent (EA) license required
- 1 year experience in tax resolution or EA role
- Experience with IRS collections and complex cases
- Strong understanding of IRS procedures
- Clear communication and client-facing skills
- Strong organization and time management
- Comfortable in a fast-paced environment
- Experience using CRM or case management systems
Salary : $75,000 - $80,000