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Enrolled Agent - Client Services

Irvine, CA

WHY JOIN TAXRISE?

At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.

Join us and make a tangible difference in people’s lives while growing your career with a team that values your contributions.

ABOUT THE ROLE

As an Enrolled Agent,you will serve as the primary client-facing Enrolled Agent and primary point of contact for strategic client cases involving the most complex tax issues. IFrom the moment a client is enrolled in our resolution services through final placement into a resolution program, you will guide them through the entire journey—assessing their situation, explaining options, gathering and reviewing documentation, and ensuring they feel informed and supported at every step.

You will prepare cases and applicable resolution packages, exercising a high level of judgment and discretion based on prior Enrolled Agent experience, and then hand off well-prepared cases to the Tax Professional, who will lead IRS negotiations and finalize the best resolution possible. You will manage a small, focused pipeline of cases, allowing for deep case ownership, strong client relationships, and high-quality outcomes. 

We’re all about that in-person vibe, so this role is 100% on-site. If you’re excited to work side-by-side with our team (or are ready to make the move), you’ll feel right at home. If not, we kindly ask you to hold off on applying. Thanks for understanding!

HOW YOU’LL BE REWARDED

At TaxRise, Inc., we believe in rewarding expertise and performance. Team members in this role receive competitive base salary and a monthly bonus tied to productivity, accuracy, and case progression.

Base Pay: $72,000.00 – $80,000.00 annual, depending on experience

Monthly Bonus: Average bonus potential of $2,000 – $2,500

WHAT YOU’LL DO

  • 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

WHAT YOU’LL NEED TO HAVE

  • 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

WHAT WE OFFER

We believe in taking care of our team so they can take care of our clients. Here’s what you can expect as part of the TaxRise family:

  • 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

ABOUT US

At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. 

When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.

We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.

If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that’s reshaping the future of tax resolution.

OUR COMMITMENT

At TaxRise, we’re proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law.

TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.

California Applicants: Please review our Notice at Collection and California Privacy Policy before submitting your application by clicking here.

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