Top 14 Enrolled agent Jobs in Oconomowoc, Wi

Tax Resolution Case Manager
Clear Path Tax Strategies Inc —Brookfield, WI
- $25.31 - $31.25 an hour
- Full-time
- Hybrid work
- CPA
- Mid-level
- Analysis skills
- Paid training
- Health insurance
Quick Apply
9d
Tax Expert - Expert Center (Midwest)
Intuit —Delafield, WI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
1d
Experienced Tax Preparer
Jackson Hewitt - FMX —Delafield, WI
- Full-time
- Customer service
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
1d
Tax Expert - Expert Center (Midwest)
Intuit —Brookfield, WI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
1d
Experienced Tax Preparer
Jackson Hewitt - FGJ —Jefferson, WI
- Full-time
- Customer service
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
9h
Tax Professional - Franchise Location
H&R Block —Hartford, WI
- Full-time
- CPA
- Sales
- 5 years
5d

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Tax Expert - Expert Center (Midwest)
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Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Minimum of 3 years of paid experience filing 30 or more…
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Tax Expert - Expert Center (Midwest)
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Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Minimum of 3 years of paid experience filing 30 or more…
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Experienced Tax Preparer
RHW CPAs —Dublin, OH
You'll prepare a high volume of individual and small-business returns (1040s, 1120s, 1120-S, and 1041s) in UltraTax CS and the Thomson Reuters Tax and…
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Tax Expert - Expert Center (Midwest)
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Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Minimum of 3 years of paid experience filing 30 or more…
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Tax Resolution Case Manager

Clear Path Tax Strategies Inc
Brookfield, WI

Quick Apply

Job Details

Full-time
$25.31 - $31.25 an hour
9 days ago

Benefits

Paid training
Health insurance
Dental insurance
Paid time off
Paid sick time

Qualifications

Financial sales
CPA
Income tax preparation
Phone communication
Spreadsheets
Data reporting
Compliance management
Attention to detail
Financial concepts
Industry knowledge of financial regulations
Organizational skills
Financial statement interpretation
Budget preparation
Productivity software
Enrolled Agent
Conducting sales calls
Data analysis software
Client interaction via phone calls

Full Job Description

Job Summary
We are seeking a dynamic and detail-oriented Tax Resolution Case Manager to join our team! In this pivotal role, you will be responsible for guiding clients through complex tax resolution processes, analyzing financial data, and negotiating with tax authorities to achieve favorable outcomes. Your expertise in financial concepts, industry regulations, and customer support will empower clients to resolve their tax issues efficiently and confidently. If you thrive in a fast-paced environment, possess excellent communication skills, and have a passion for helping others navigate financial challenges, this opportunity is perfect for you!

Duties

Manage a portfolio of tax resolution cases, including delinquent taxes, liens, levies, and installment agreements
Prepare fairly complex personal and business tax returns from a variety of sources
Conduct thorough credit analysis and review client financial documents to assess their ability to pay and determine appropriate resolution strategies
Communicate effectively with clients via phone and written correspondence, providing clear guidance on the resolution process
Negotiate with tax agencies on behalf of clients to settle debts, establish payment plans, or secure penalty abatements
Utilize CRM (Customer Relationship Management) systems to track case progress and document client interactions accurately
Analyze financial data using Excel and other accounting software to identify discrepancies and develop tailored solutions
Ensure compliance with all relevant tax laws, banking regulations, and industry standards throughout the resolution process

Requirements

Must possess a CPA license, Attorney license or an Enrolled Agent license
Strong knowledge of personal financial statements and the ability to create personal and business financial budgets
Proficiency in Microsoft Office Suite, especially Excel for data analysis and reporting
Excellent phone etiquette with the ability to conduct engaging sales calls and client consultations
Familiarity with industry-specific financial analysis
Ability to analyze complex financial information accurately while maintaining compliance with all applicable laws and regulations
Strong organizational skills with attention to detail in handling multiple cases simultaneously
Join us if you're eager to make a meaningful impact by helping clients resolve their tax issues through expert analysis, strategic negotiation, and dedicated customer service. We value energetic professionals who are committed to excellence in every interaction!

Pay: $25.31 - $31.25 per hour

Benefits:

Dental insurance
Health insurance
Paid sick time
Paid time off
Paid training

Work Location: Hybrid remote in Brookfield, WI 53005

Quick Apply

Refine Your Search

enrolled agent jobs in oconomowoc, wi

Tax Resolution Case Manager

Tax Expert - Expert Center (Midwest)

Experienced Tax Preparer

Tax Expert - Expert Center (Midwest)

Experienced Tax Preparer

Tax Professional - Franchise Location

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