Enrolled Agent

Responsibilities:

As an Enrolled Agent you will be expected to perform the following duties and responsibilities

• Represent business clients before the IRS in audits, appeals, collections, and other proceedings.
• Negotiate Installment Agreements, Offers in Compromise, Penalty Abatements, and other resolution strategies.
• Address payroll tax liabilities, including trust fund recovery penalties, and resolve issues to prevent business disruptions.
• Must be familiar with the use and preparation of Forms: 433-A/B/F, 433-A/B OIC, 12153, 9423, 433-D, 843, and 9465.
• Analyze and evaluate clients’ financial situations to determine the most effective resolution plan.
• Communicate effectively with business owners, providing clear explanations of tax issues and resolution options.
• Develop strategies to address missed payroll deposits, unfiled payroll tax returns, and IRS levies.
• Assist clients in preparing and filing past-due payroll and income tax returns, ensuring compliance with IRS requirements.
• Provide advice on setting up systems to meet ongoing payroll tax obligations.
• Investigate IRS notices and correspondence, identifying and resolving discrepancies.
• Stay updated on changes in tax laws and IRS procedures relevant to businesses and payroll taxes.
• Work closely with a support team to resolve clients’ issues in a timely manner. This will include specialized bookkeepers, tax preparers, and case managers.

Requirements:

• Active Enrolled Agent (EA) license.
• Minimum of 3–5 years of experience in tax resolution, with expertise in payroll tax debt resolution.
• In-depth knowledge of IRS procedures, tax codes, and collection processes related to payroll taxes.
• Strong analytical skills and attention to detail.
• Excellent communication and negotiation abilities.
• Proficiency in tax resolution software and tools.