Job Description
Job Description
Description :
Milestone Tax Solutions is growing! We’ve expanded into the Phoenix-Tempe market and continue to provide trusted tax resolution services to clients nationwide; we’re looking for experienced tax resolution professionals to join our team and help us redefine what the tax resolution industry can be.
At Milestone Tax Solutions, we’re more than just a tax firm – we're a movement. Our clients choose us because we’re dedicated to transforming lives. Our culture is built on hard work, continuous training, and a commitment to creating an environment where you can grow, succeed, and make a real impact.
Job Summary
The Enrolled Agent represents clients before the IRS, reviews client transcripts, and develops strategies to resolve complex tax issues. This role combines tax resolution expertise with clear communication and a commitment to delivering accurate, effective solutions for clients.
Duties and Responsibilities
- Assist clients in addressing collection actions, including levies, wage garnishments, audits, and Revenue Officers, with a focus on release or reduction
- Negotiate payment plans, penalty abatements and other arrangements to resolve outstanding IRS tax liabilities
- Develop and implement customized tax resolution strategies, including Offers in Compromise, installment agreements, CNC, and penalty abatements
- Review and prepare timely responses to IRS notices to ensure compliance and protect client interests
- Represent clients in the appeals process for IRS decisions related to audits, penalties and assessments
- Consult with our Case Managers who explain resolution options, provide guidance and support informed decision making to clients
- Maintain up to date knowledge of tax regulations and IRS procedures to deliver effective resolution strategies
- Other duties as assigned
Education and Experience
High School Diploma or equivalent education requiredMust have Active Enrolled Agent (EA) certification from the IRSMust have PTINMinimum of 3-5 years' experience in IRS tax resolution, with a strong understanding of IRS procedures and tax laws.Compensation and Benefits
$60,000 – $80,000 annuallyReceive yearly performance–based bonusesComprehensive health, dental, and vision insurance includePaid time offSkills and Abilities
Expert knowledge of federal tax laws and IRS proceduresSkilled in audits, collections, appeals, and tax resolutionStrong tax preparation and financial analysis abilitiesExcellent communication and client services skillsTech-savvy with tax software and Microsoft OfficeHighly organized and able to manage multiple casesProblem-solver with integrity and attention to detailRequirements :