TaxRise · 17 hours ago
Enrolled Agent - Client Services
Irvine, CA
Full-time
Onsite
Entry Level
$72K/yr - $80K/yr
1+ years expTaxRise is a company dedicated to providing hope and solutions to individuals facing financial uncertainty through innovative tax relief services. The Enrolled Agent will serve as the primary client-facing representative, guiding clients through complex tax issues and ensuring they are informed and supported throughout the resolution process.
AccountingFinanceConsultingLegalProfessional ServicesFinancial ServicesTax ConsultingTax Preparation
Responsibilities
Serve as the primary client-facing Enrolled Agent for a small pipeline of strategic client cases involving the most complex tax issues
Conduct detailed client assessments to understand financial circumstances, compliance gaps, and resolution opportunities
Exercise sound judgment and discretion to determine what documentation is required to strengthen a client’s resolution position
Proactively request, gather, and review client documentation to ensure accuracy, completeness, and readiness for submission
Prepare resolution cases and packages, including Offers in Compromise (OIC) and Revenue Officer–assigned matters, for handoff to the Tax Professional
Partner closely with Tax Professionals and Tax Preparers to align on strategy and ensure cases are positioned for successful resolution
Clearly explain resolution pathways, documentation needs, and next steps to clients throughout the process
Maintain thorough, timely, and accurate case notes and documentation within internal systems
Identify opportunities to improve case outcomes and flag potential escalations or alternative strategies
Deliver a high-touch, relationship-driven client experience while meeting quality, compliance, and productivity standards
Qualification
Required
Active Enrolled Agent (EA) credential in good standing
Minimum of 1 year of hands-on experience in an Enrolled Agent or tax resolution role
Proven experience handling complex individual tax resolution cases and IRS collections matters
Strong working knowledge of IRS procedures, timelines, and compliance requirements
A client-first mindset with a genuine enjoyment of speaking with clients and guiding them through challenging situations
Strong collaboration skills and a demonstrated ability to work closely with Tax Preparers and other tax professionals
Excellent written and verbal communication skills, with the ability to explain complex tax matters in a clear, reassuring way
Strong organizational skills and ability to manage multiple complex cases simultaneously
Comfort working in a fast-paced, metrics-driven environment
Proficiency with case management systems, CRM tools, and Microsoft Office or Google Workspace
Benefits
Medical, Dental, and Vision Insurance (starting after 60 days)
Paid Time Off
401(k) retirement plan with company match
Professional Development Program to support your growth
Access to our on-site gym and gaming lounge
Catered team lunches every Friday
Fun and energizing quarterly company outings
Company
TaxRise
TaxRise provides tax consulting and tax preparation services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Sam Abdullah
Founder and CEO
Recent News
2025-04-14
2022-06-07
2022-06-07
Company data provided by crunchbase