Milestone Tax Solutions · 4 months ago
Enrolled Agent
Milestone Tax Solutions is a growing firm providing trusted tax resolution services nationwide. They are seeking an Enrolled Agent to represent clients before the IRS and develop strategies to resolve complex tax issues, ensuring effective communication and accurate solutions.
Financial Services
Responsibilities
Assist clients in addressing collection actions, including levies, wage garnishments, audits, and Revenue Officers, with a focus on release or reduction
Negotiate payment plans, penalty abatements and other arrangements to resolve outstanding IRS tax liabilities
Develop and implement customized tax resolution strategies, including Offers in Compromise, installment agreements, CNC, and penalty abatements
Review and prepare timely responses to IRS notices to ensure compliance and protect client interests
Represent clients in the appeals process for IRS decisions related to audits, penalties and assessments
Consult with our Case Managers who explain resolution options, provide guidance and support informed decision making to clients
Maintain up to date knowledge of tax regulations and IRS procedures to deliver effective resolution strategies
Other duties as assigned
Qualification
Required
High School Diploma or equivalent education required
Must have Active Enrolled Agent (EA) certification from the IRS
Must have PTIN
Minimum of 3-5 years' experience in IRS tax resolution, with a strong understanding of IRS procedures and tax laws
Expert knowledge of federal tax laws and IRS procedures
Skilled in audits, collections, appeals, and tax resolution
Strong tax preparation and financial analysis abilities
Excellent communication and client services skills
Tech-savvy with tax software and Microsoft Office
Highly organized and able to manage multiple cases
Problem-solver with integrity and attention to detail
Benefits
Receive yearly performance–based bonuses
Comprehensive health, dental, and vision insurance include
Paid time off
Company
Milestone Tax Solutions
We live, breathe and eat taxes. We're obsessed with resolving your tax issues.
Funding
Current Stage
Early StageCompany data provided by crunchbase