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Enrolled Agent
3 months ago
***
The Immediate Action Team Pro
- IAT for Optima Tax Relief, LLC (“Optima”) is located in the Santa Ana, California office and reports to the Associate Director of Investigations. This role plays a vital role responsible for managing high-priority pipelines. They are relied upon to analyze client financial situations based on information provided by the client, tax associates, and Federal & State Agencies. They work closely with various teams to deliver critical components and provide resolution to our clients. This role must also champion Optima’s culture and Core Values and help to deliver the best customer experience.
**ESSENTIAL DUTIES & RESPONSIBILITIES**
- Communicate with the IRS and other Tax Authorities to request and verify client tax-related information, such as compliance status.
- Handle legal, confidential IRS documents such as IRS Transcripts and Notices with the ability to navigate and understand pertinent details reflected on the papers.
- Strategize and create a plan of action to approach complex tax case scenarios, request a stay of collection, and negotiate terms for releasing levies and garnishments.
- Interact with other departments to obtain any additional information needed to analyze client financial and tax situations (e.g., Tax Associates, Customer Service).
- Follow company protocols to ensure the highest level of security and protect the client's Personally Identifiable Information (PII).
- Other duties as assigned.
- To receive the essential training required to be successful in this role, you must attend and complete all essential/initial training onsite for up to 5 business days (unless prior management approval is provided). Please note that additional onsite training may be required depending on business needs. _
**Qualifications**:
**EDUCATION AND EXPERIENCE REQUIREMENTS**
- Licensed Enrolled Agent
- Active CAF and PTIN numbers
- Two plus years of relevant experience
**KNOWLEDGE, SKILLS,& ABILITIES**
- Meticulous attention to detail and high sense of accountability.
- Excellent organizational, time-management, written, and communication skills.
- History of successfully exceeding goals in a fast-paced environment.
- Strong work ethic and commitment to excellence.
- Self-starter, industrious, and motivated.
- Strong listening skills with the ability to understand and influence people.
- Team player.
Pay: $25.00 - $27.00 per hour
Expected hours: 40 per week
**Benefits**:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Experience level:
- 1 year
- Under 1 year
Schedule:
- 8 hour shift
- Monday to Friday
**Experience**:
- Tax experience: 1 year (preferred)
License/Certification:
- CPA (preferred)
Ability to Commute:
- Santa Ana, CA 92707 (required)
Ability to Relocate:
- Santa Ana, CA 92707: Relocate before starting work (required)
Work Location: Hybrid remote in Santa Ana, CA 92707
