ACS Enrolled Agent - Tax Resolution Specialist

JOB SUMMARY

The Enrolled Agent - Tax Resolution Specialist is responsible for navigating the complexities of the IRS Automated Collection System (ACS) and state tax agency collections to establish viable tax resolution options for clients. This role requires extensive knowledge of IRS and state tax laws, regulations, and procedures, as well as strong negotiation and communication skills to advocate on behalf of clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Conduct thorough assessments of clients' financial situations, including income, assets, liabilities, and expenses, to determine the most appropriate tax resolution strategy.
• Initiate and manage phone calls with the IRS ACS and state tax agency collections departments to discuss clients' cases, negotiate payment plans, or pursue alternative resolution options.
• Prepare and submit tax resolution proposals, such as Penalty Abatements, Installment Agreements, or Currently Not Collectible status requests, adhering to all IRS and state guidelines.
• Coordinate with Case Managers to gather and organize the necessary financial documentation and supporting materials required for tax resolution submissions.
• Advocate on behalf of clients during negotiations with the IRS and state tax agencies, leveraging knowledge of tax laws and taxpayer rights to achieve the best possible outcomes.
• Maintain detailed records and documentation of all client communications, tax resolution proposals, and interactions with the IRS and state tax agencies.
• Stay up-to-date on the latest IRS and state tax authority policies, procedures, and guidelines related to tax resolution options.
• Collaborate with other tax professionals to develop comprehensive tax resolution strategies for clients.
• Assist in the development and implementation of process improvements and best practices for the tax resolution program.

REQUIRED QUALIFICATIONS:

• Enrolled Agent (EA) certification
• 1-2 years of experience in tax resolution or tax compliance, with a strong focus on IRS ACS and state tax agency collections
• Thorough understanding of IRS and state tax laws, regulations, and procedures related to tax resolution options
• Excellent negotiation and communication skills, with the ability to effectively advocate for clients
• Strong analytical and problem-solving skills to assess complex financial situations and develop tailored tax resolution strategies
• Proficient in data gathering, financial analysis, and report writing
• Ability to work independently and as part of a team

PREFERRED QUALIFICATIONS:

• Experience working with tax resolution software and tools
• Knowledge of the Taxpayer Advocate Service and other taxpayer assistance programs
• Familiarity with client-facing roles in a professional services or financial services environment

PHYSICAL AND/ OR MENTAL REQUIRMENTS:

While performing the duties of this job, the employee is frequently required to sit for long periods of time; walk and stand; use hands and fingers to operate keyboards, printers, fax machines or other office equipment; hearing and speech to communicate in person and over the telephone and/or radio; vision to read printed material and a computer screen; lift and/or move up to 25 pounds and heavier weights with the use of proper equipment.

WORK CONDITIONS AND ENVIORMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The employee works indoors. While performing the duties of this job, the noise level in the work environment is usually moderate.

Job Type: Full-time

Pay: From $75,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Vision insurance

Schedule:

• Monday to Friday

Ability to Commute:

• Irvine, CA 92614 (Required)

Ability to Relocate:

• Irvine, CA 92614: Relocate before starting work (Required)

Work Location: In person

Salary : $75,000