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Enrolled Agent

#La Verne, CA


As an Enrolled Agent, you will be responsible for establishing contact with tax agencies and updating case files on behalf of our clients. You will interact with Federal and State tax agencies to negotiate the best resolution for clients, such as releasing wage/bank levies and securing holds to meet deadlines. Moreover, you will prepare and review financial documents to determine the best resolution options like Offer in Compromise, Installment Agreements, Currently Non-Collectible, and Penalty Abatement for IRS and State tax agencies. Success in this role requires staying knowledgeable about the latest legislation and regulations, possessing a strong attention to detail, being comfortable with analyzing tax data, auditing tax forms for completeness and accuracy, and upholding the highest standards of confidentiality and customer service.



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