Enrolled Agent - Client Services

As an Enrolled Agent, you will serve as the primary client-facing Enrolled Agent and primary point of contact for strategic client cases involving the most complex tax issues. From the moment a client is enrolled in our resolution services through final placement into a resolution program, you will guide them through the entire journey—assessing their situation, explaining options, gathering and reviewing documentation, and ensuring they feel informed and supported at every step. You will prepare cases and applicable resolution packages, exercising a high level of judgment and discretion based on prior Enrolled Agent experience, and then hand off well-prepared cases to the Tax Professional, who will lead IRS negotiations and finalize the best resolution possible. You will manage a small, focused pipeline of cases, allowing for deep case ownership, strong client relationships, and high-quality outcomes.