Enrolled Agent Job at Priority Tax Relief, Spokane, WA

L0dEY3dKc3puajkybzhMaWJUdmt3dVZHUUE9PQ==
  • 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

PIac039e4aac9e-30492-40006823

Job Tags

Hourly pay

Similar Jobs

BEST ONE TIRE & SERVICE

Commercial Tire Technician Job at BEST ONE TIRE & SERVICE

Description: Join our Best-One team - now hiring a Commercial Tire Technician at our Coldwater location. Starting Pay based on experience. $17 - $20 hr. Who we are: Over the past 77 years, what started out as a single bay service station has grown into a respected...

Blue Ridge Veterinary Associates

Pet Groomer Job at Blue Ridge Veterinary Associates

 ...Experienced Pet Groomer | Purcellville, VA Location: Purcellville, Virginia Job Type: Full-Time or Part-Time Compensation:...  ...animals and an eye for detail? Join our friendly, professional grooming team in the heart of Purcellville! We're a locally owned pet care... 

PAX Technology, Inc. (North America)

Training and Development Specialist Job at PAX Technology, Inc. (North America)

 ...innovation is encouraged and ideas move quickly from concept to reality. Were looking for an experienced and dynamic Training & Development Specialist to support the development and delivery of training programs across PAX products and solutions. This role will play a... 

Oral & Facial Surgery Centers of Massachusetts

Treatment Coordinator - Oral Surgery Job at Oral & Facial Surgery Centers of Massachusetts

 ...with HDHP health plans ~ PTO, Sick Time, Paid Holidays, Paid Parental Leave ~ Short and LongTerm Disability ~401(k) Plan with Company Match ~ Employee Assistance Program (EAP)~ FIGS Uniforms/Scrubs provided Oral & Facial Surgery Centers of Massachusetts... 

CIBR Warriors

Advanced Security Technician Job at CIBR Warriors

 ...About the Company Our client, a trusted advisor for wireless communications, data, and security, is seeking an experienced Advanced Security Technician in the North Charleston, SC area to support their fast-growing Security division. They are seeking a team member...