Enrolled Agent Job at Priority Tax Relief, Spokane, WA

R1IwRWZkS3pDT2lORm1tRHowUVNlNy9R
  • Priority Tax Relief
  • Spokane, WA

Job Description

:
The Enrolled Agent Assistant supports the tax resolution process by preparing and organizing client financial information, assisting in case strategy development, and managing ongoing client communication. This role requires critical thinking, strong attention to detail, and active participation in moving cases efficiently from intake to closeout. It is more than administrative support—it requires analytical thinking, accountability, and a proactive approach to case progression.

Key Responsibilities:
  • Collect, organize, and validate client financial documentation
  • Prepare and analyze financial information to assist in determining appropriate resolution strategies
  • Assist in developing tailored case strategies based on client circumstances
  • Prepare forms and documentation under supervision
  • Communicate directly with clients to explain next steps and gather required information
  • Track deadlines, tasks, and case milestones to ensure timely case progression
  • Submit cases for review when appropriate and update case status accordingly
  • Maintain accurate documentation and case records throughout the lifecycle
  • Collaborate cross-functionally with Client Services, Sales, and Tax Preparation teams
  • Maintain strict confidentiality and ensure compliance with company policies and regulatory requirements


Qualifications:

  • Strong analytical and problem-solving skills
  • High attention to detail and accuracy
  • Ability to manage multiple tasks and deadlines in a fast-paced environment
  • Strong verbal and written communication skills
  • Ability to work both independently and collaboratively across teams
  • Organized, proactive, and accountable approach to work
  • Ability to quickly learn new processes, systems, and tax-related concepts

Compensation details: 35-50 Hourly Wage

PIb2b03d93835d-30492-40006823

Job Tags

Hourly pay

Similar Jobs

Martindale-Avvo

Sales Representative (Entry-Level) Job at Martindale-Avvo

 ...Leads, part of the Martindale Avvo Family and the largest legal marketing network, is a market-leading pay-per-lead platform connecting...  ...Summary: We are searching for a proactive, resourceful Inside Sales Representative to join our high-performing team! You will... 

Air Compressor Services

Warehouse Associate Job at Air Compressor Services

Company Description Air Compressor Services specializes in providing high-quality air compressor parts, oil, and servicing solutions. Known for its extensive inventory and rapid growth, the company has earned recognition as a 3-time Inc. 5000 fastest-growing company in...

Louisiana Scrap Metal Recycling

truck dispatcher Job at Louisiana Scrap Metal Recycling

 ...and contribute to its mission of sustainable development. Role Description This is a full-time on-site role for a Truck Dispatcher/ Weigh Master located in Port Allen, LA. The Truck Dispatcher will coordinate transportation logistics and scheduling of trucks to... 

American Trucking Group

Regional Dry Van Company Driver W2 Job in Dell Rapids, SD by American Trucking Group Job at American Trucking Group

 ...Regional Dry Van Company Driver W2 Job - Dell Rapids, SD Are you a CDL-A driver searching for an OTR role with weekly home time and low physical demands? American Trucking Group provides dry van routes across the Midwest with exceptional equipment and competitive... 

Solomon Page

Wrike Dashboard Specialist Job at Solomon Page

 ...Our entertainment and media client is seeking an experienced Wrike professional to join their team for a hands-on execution project. This role focuses on quickly reviewing their existing Wrike instance, building a custom dashboard and enabling team members to manage it...