Financial Analyst/IRS Enrolled Agent Trainee

Financial Analyst / IRS Enrolled Agent Trainee

This is the perfect job for an experienced customer service agent, loan officer, accountant, or paralegal looking for a new challenge!

Full Time: Monday – Friday in our office in Coeur d’ Alene, Idaho

Salary: $20 per hour to start with the ability to move to $52k after your first year

Bonus Incentives:

• $2,500 bonus for passing all three parts of the Enrolled Agent Exam within 100 days of hire
• $1,500 bonus for passing all three parts after 100 days but within 6 months of hire

A comprehensive benefits package including Medical, Dental, Vision, and Life Insurance that is 100% free for Employee Coverage. Other benefits include 401k, supplemental buy-up plans, and weekly workout sessions!

In addition, we have a generous PTO plan:

• 120 hours paid time off in the first year.
• An Additional 40 hours of PTO is awarded after the first year of full-time employment, and
• Another 40 hours of PTO after five years of continuous and full-time employment.

POSITION SUMMARY:

Precision Tax is a local IRS tax debt resolution firm, seeking to add to our team of professionals a dynamic and personable Financial Analyst. Imagine diving into a dynamic role where each day presents fresh challenges and opportunities for personal and professional growth. This position isn't just a job; it's a chance to make a real difference in people's lives while carving out a fulfilling career path.

As part of our team, you'll undergo comprehensive training to become an advocate for individuals dealing with IRS challenges. Your initial focus will be on studying and preparing to obtain your IRS Enrolled Agent license. Additionally, you'll be responsible for conducting compliance checks by communicating with the IRS as required.

POSITION QUALIFICATIONS:

• Ability to obtain a PTIN with the IRS* immediately after employment start date, required.
• AA or higher degree in Accounting, Business, or Finance, required.
• 2-years of experience in accounting, tax, financial, legal or mortgage industry, may be substituted for degree
• At least 2 years of experience in customer service, required.
• Licensed Enrolled Agent, preferred.
• Tech-savvy with a high level of proficiency in MS Office (Word, Excel & Outlook), required.
• Accurate Typing at 45 wpm, required.
• Strong organizational skills and high attention to detail; must be able to balance multiple tasks and deadlines.
• Ability to work in a collaborative team environment plus self-manage as an independent contributor.
• Excellent verbal and written communication skills.

*IRS PTIN requirements may be found here: https://www.irs.gov/tax-professionals/ptin-requirements-for-tax-return-preparers

Why choose us?

• We value our people: Your growth and wellness matter most to us.
• Purposeful Work: Make a difference in the lives of your clients and their families.
• Career Advancement: We’ve established a structured progression program to facilitate your advancement.
• Join the Award-Winning Team:2019 & 2023 BBB Torch Award for Ethics, 2024 International BBB Award for Ethics, 6 years of earning Inland Northwest, Best Places to Work

HIRING PROCESS: Submit Resume and Cover letter to careers@precisiontax.com or apply today via really.

Please note that only qualified candidates will be contacted for a phone interview, and pre-employment screening requirements, including online assessments, will apply. Shortlisted candidates will proceed to in-person interviews, with contingencies such as criminal background checks and reference checks.

Job Type: Full-time

Pay: From $20.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• AD&D insurance
• Bereavement leave
• Dental insurance
• Dependent health insurance coverage
• Disability insurance
• Employee assistance program
• Employee discount
• Family leave
• Food provided
• Health insurance
• Health savings account
• Life insurance
• Opportunities for advancement
• Paid time off
• Paid training
• Parental leave
• Pet insurance
• Prescription drug insurance
• Professional development assistance
• Referral program
• Tuition reimbursement
• Vision insurance
• Wellness program

Schedule:

• Day shift
• Monday to Friday

License/Certification:

• Enrolled Agent (Preferred)

Ability to Commute:

• Coeur d'Alene, ID 83814 (Required)

Ability to Relocate:

• Coeur d'Alene, ID 83814: Relocate before starting work (Required)

Work Location: In person

Salary : $2,500 - $52,000