Case Management Lead (Enrolled Agent) - Remote

Overview

The Case Management Lead will be an experienced Enrolled Agent who will work remotely, managing a caseload and negotiating tax resolutions for clients with the state and IRS.

In Short

• Remote position for Enrolled Agents in specified states.
• Minimum one year experience in tax resolution negotiation.
• Collaborative team environment.
• Responsibilities include reviewing financial analyses and developing strategies.
• Communicate regularly with clients regarding case updates.
• Manage caseload and prioritize assignments.
• Participate in a positive workplace culture.
• Benefits include medical, dental, and vision insurance.
• Paid time off and 401K matching available.
• Competitive salary based on skills and experience.

Requirements

• Active Enrolled Agent status.
• Experience in tax resolution negotiation.
• Strong customer service mindset.
• Excellent verbal and written communication skills.
• Ability to prioritize tasks and manage time effectively.
• Integrity and professionalism in client interactions.
• Adaptability to changing priorities.
• Computer and internet access required.
• Satisfactory background checks.

Benefits

• Collaborative work atmosphere.
• Paid volunteer events.
• Company-sponsored events for team bonding.
• Investment in employee career growth.
• Comprehensive benefits package.
• Paid time off including sick and vacation days.
• 401K with matching contributions.
• Competitive salary based on qualifications.