Enrolled Agent – ERC Claim Recovery (Contract Project)

About the Project

TCG Partners Inc. manages a group of related businesses (partnerships, S-corporations and C-corporations in real estate brokerage, escrow and hospitality) with Employee Retention Credit (ERC) claims for 2020–2021 that remain unresolved.

Our quarterly Form 941-X claims are at different stages. Some are pending. Some refund checks were lost or mailed to outdated addresses. Several cases are with the Taxpayer Advocate Service, and some quarters received disallowance letters. Our internal records are incomplete, especially for the past year.

We're looking for an experienced Enrolled Agent to take full ownership of the process: reconstruct the facts from IRS records, clean up every open item, file the correct forms, and get the refunds paid.

Compensation Structure

**Phase 1 – Reconciliation: $7,500 flat fee**

- File Forms 8821 and 2848 for all entities

- Pull IRS business account transcripts for every 2020–2021 quarter

- Deliver a written status report by company and quarter showing what was paid, offset, frozen, disallowed or still pending, and where each refund check was mailed

- Flag any refund-suit, appeal or other deadlines right away

- Target completion: 30–45 days

**Phase 2 – Recovery Work: $100–$125 per hour (based on experience)**

- Billed monthly with itemized time entries

- Not-to-exceed budget agreed in writing after Phase 1

**Success Bonus: 5% of funds actually received**

- Applies to quarters that were denied or disallowed and are later reinstated and paid as a result of your work

- Paid within 30 days of the funds being received

- Does not apply to claims that were already pending or approved, or to routine reissued checks

Responsibilities

- Serve as our authorized representative and single point of contact with the IRS

- Prepare and file corrected or replacement Forms 941-X

- File Forms 3911 to trace lost or uncashed refund checks and get them reissued

- File Forms 8822-B to correct addresses of record

- Manage existing Taxpayer Advocate Service cases (Form 911)

- Respond to IRS document requests, audit letters and penalty notices, and request penalty abatement where appropriate

- Work disallowed claims through reconsideration and the Independent Office of Appeals, and coordinate with our tax counsel where litigation deadlines apply

- Keep a shared tracker updated and send a short written status update every two weeks

Required Qualifications

- Active Enrolled Agent credential in good standing, with a CAF number

- Hands-on experience with ERC claims, Form 941-X and IRS employment-tax procedures

- Proficient with IRS e-Services and the Transcript Delivery System

- Highly organized, persistent and thorough, with excellent written follow-up habits

Preferred Qualifications

- Former IRS Revenue Agent, Revenue Officer, Tax Compliance Officer or TAS Case Advocate

- Familiarity with the Ogden service center and its ERC procedures

- Experience with disallowance responses and Independent Office of Appeals cases

- Located in or near Ogden, Utah

Integrity Commitment

We want this resolved properly through official IRS channels. We are not looking for anyone to use personal relationships inside the IRS. Former IRS employees must follow all post-employment restrictions.

How to Apply

Please include:

1. Your Enrolled Agent number

2. A brief summary of your ERC and 941-X experience, including number of clients and typical outcomes

3. Your IRS employment history, if any

4. Your proposed hourly rate within the range and your availability

5. One example of how you resolved a lost-refund-check or address-of-record problem

Pay: From $7,500.00 per year

Work Location: Hybrid remote in Ogden, UT 84244

Salary : $100 - $125