Enrolled Agent
Advantex Professional Services
Irvine, CA
JOB DETAILS
SALARY
$72,000–$80,000 Per Year
SKILLS
Case Management, Communication Skills, Customer Relations, Customer Relationship Management (CRM), Identify Issues, Risk Analysis, Tax Accounting, Tax Returns, Team Lead/Manager, Time Management
LOCATION
Irvine, CA
POSTED
10 days ago
Junior Tax Advisor (Enrolled Agent – EA)
Location: Irvine, CA (Onsite)
Compensation: $72,000–$80,000 base + monthly bonus
Great opportunity for an entry level EA with their enrolled agent certification. Great company culture, benefits and growth potential.
Overview
- Junior-level tax resolution role supporting clients with IRS matters
- Client-facing position managing assigned cases from start to resolution
- Onsite role in a fast-paced, team-based environment
Key Responsibilities
- Manage a small portfolio of complex tax resolution cases
- Serve as main point of contact for assigned clients
- Review financials, IRS notices, and compliance gaps
- Request, collect, and review client documentation
- Prepare resolution packages, including Offers in Compromise
- Partner with Tax Professionals and Tax Preparers
- Explain options, timelines, and next steps to clients
- Maintain clear and accurate case notes in the system
- Flag risks, issues, and items needing escalation
Requirements
- Active Enrolled Agent (EA) certification required
- 1+ year experience in tax resolution or EA role
- Experience with IRS collections and complex cases
- Solid understanding of IRS procedures
- Strong written and verbal communication skills
- Highly organized with strong time management
- Comfortable handling multiple cases at once
- Experience using CRM or case management tools
About the Company
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