ABOUT THE ENROLLED AGENT POSITION:

The Enrolled Agent or Licensed Representative is responsible for developing client relationships and providing excellent customer service and representation by offering administrative support to an Associate team in Client Services. You must have your Enrolled Agent’s license to qualify for this role.

MINIMUM QUALIFICATIONS:

• High school diploma or equivalent (Bachelor’s Degree strongly preferred)
• Must possess an Enrolled Agent (EA) license in good standing to practice before the IRS
  **We see value in individuals from diverse backgrounds. If you find that your personal background or resume does not match the exact ideal candidate qualifications of an Enrolled Agent, we encourage you to still submit your application for consideration.
  We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
  Job Type: Full-time
  Pay: $45,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Experience:

• Tax Resolution: 1 year (Required)

License/Certification:

• Enrolled Agent (Required)

Ability to Commute:

• Broomfield, CO 80021 (Preferred)

Ability to Relocate:

• Broomfield, CO 80021: Relocate before starting work (Preferred)

Work Location: Hybrid remote in Broomfield, CO 8002

• Represent clients with the utmost level of professionalism and ethics
• Assists Associate teams with the preparation of existing client Statements of Work (SOWs) with oversight and approval from Sr. Associate
• Builds respectful and strong relationships with clients and taxing authorities by clearly communicating ideas and actions
• Responsible for managing own 80% utilization and direct client files A/R status
• Reviews file status and progression of files with Associate
• Compiles information from clients to produce acceptable proposals to the taxing authorities
• Drafts, transcribes, and sends professional correspondence
• Reviews, guides and helps clients with questions, forms, processes, and general information
• Maintains organization of electronic copies of client files, documents, and notes in Salesforce
• Additional Ad Hoc duties