Enrolled Agent or CPA (with Tax Relief/Resolution Experience Only)
SENIOR CASE MANAGER (ENROLLED AGENT OR CPA)
Remote | Full-Time | PST Hours
We are a growing tax resolution firm seeking an experienced Senior Enrolled Agent Case Manager to handle cases from start to finish while providing day-to-day support and guidance to other case managers. This is a hands-on role ideal for someone who can manage complex cases, assist the team when needed, and contribute to overall case quality and efficiency.
Key Responsibilities
ā¢ Support and guide case managers to maintain quality and efficiency in daily operations
ā¢ Provide direction on complex or escalated cases, stepping in when needed
ā¢ Manage and handle a select number of high-value and complex cases from intake through resolution
ā¢ Assist with training and onboarding new team members
ā¢ Help de-escalate client concerns and provide practical solutions
ā¢ Communicate clearly with clients regarding case status, expectations, and next steps
ā¢ Coordinate with Enrolled Agents and internal teams to keep cases moving forward
ā¢ Help ensure all deadlines, filings, and compliance requirements are met
ā¢ Maintain accurate and up-to-date records in CRM systems
Requirements
ā¢ Active Enrolled Agent (EA) designation
ā¢ Proven experience in tax relief/tax resolution (required)
ā¢ Strong understanding of IRS procedures and resolution programs
ā¢ Solid case management and organizational skills
ā¢ Ability to handle multiple cases simultaneously
ā¢ Strong communication and client management skills
Preferred Qualifications
ā¢ Experience in a tax resolution firm
ā¢ Familiarity with CRM systems (Logics is a plus)
ā¢ Spanish-speaking is a plus
What We Offer
ā¢ Competitive compensation
ā¢ Consistent case flow
ā¢ Established systems and support
ā¢ Growth opportunities
Pay: $4,000.00 - $5,000.00 per month
Benefits:
ā¢ Work from home
Experience:
ā¢ Tax Resolution/Tax Relief: 2 years (Required)
Work Location: Remote
Apply tot his job
Apply To this Job
Remote | Full-Time | PST Hours
We are a growing tax resolution firm seeking an experienced Senior Enrolled Agent Case Manager to handle cases from start to finish while providing day-to-day support and guidance to other case managers. This is a hands-on role ideal for someone who can manage complex cases, assist the team when needed, and contribute to overall case quality and efficiency.
Key Responsibilities
ā¢ Support and guide case managers to maintain quality and efficiency in daily operations
ā¢ Provide direction on complex or escalated cases, stepping in when needed
ā¢ Manage and handle a select number of high-value and complex cases from intake through resolution
ā¢ Assist with training and onboarding new team members
ā¢ Help de-escalate client concerns and provide practical solutions
ā¢ Communicate clearly with clients regarding case status, expectations, and next steps
ā¢ Coordinate with Enrolled Agents and internal teams to keep cases moving forward
ā¢ Help ensure all deadlines, filings, and compliance requirements are met
ā¢ Maintain accurate and up-to-date records in CRM systems
Requirements
ā¢ Active Enrolled Agent (EA) designation
ā¢ Proven experience in tax relief/tax resolution (required)
ā¢ Strong understanding of IRS procedures and resolution programs
ā¢ Solid case management and organizational skills
ā¢ Ability to handle multiple cases simultaneously
ā¢ Strong communication and client management skills
Preferred Qualifications
ā¢ Experience in a tax resolution firm
ā¢ Familiarity with CRM systems (Logics is a plus)
ā¢ Spanish-speaking is a plus
What We Offer
ā¢ Competitive compensation
ā¢ Consistent case flow
ā¢ Established systems and support
ā¢ Growth opportunities
Pay: $4,000.00 - $5,000.00 per month
Benefits:
ā¢ Work from home
Experience:
ā¢ Tax Resolution/Tax Relief: 2 years (Required)
Work Location: Remote
Apply tot his job
Apply To this Job