EA Assistant

Priority Tax Relief; Fairfield (NJ); On-site; USD 42,000 - 64,000; Full time

Job summary

Priority Tax Relief in Fairfield, NJ is seeking a detail-oriented support role to assist Enrolled Agents with tax resolution workflows and case preparation. This full-time, in-office position emphasizes accurate documentation and compliant processes.

The candidate should have an associate degree and at least one year of tax-related experience; strong organizational, written, and verbal communication skills are essential for delivering professional client service.

Qualifications

• High school diploma or equivalent required; associate’s or bachelor’s degree in accounting, finance, or a related field preferred
• Previous experience in tax preparation, tax resolution, or a related administrative role is a plus
• Working knowledge of IRS processes and tax resolution fundamentals preferred
• Strong organizational, documentation, and time management skills
• Excellent written and verbal communication skills with a professional client-service approach
• Ability to follow established procedures, meet deadlines, and manage multiple priorities
• Willingness to learn, accept feedback, and grow within the role

Responsibilities

• Support Enrolled Agents with case preparation and tax resolution workflows
• Handle administrative duties including scheduling appointments, managing client communications, and maintaining accurate case records
• Collect, gather, organize, and validate client financial documentation to ensure completeness and accuracy
• Assist with basic tax resolution components under supervision
• Track tasks and deadlines to ensure timely and accurate completion of client deliverables and internal projects
• Maintain strict confidentiality and security of all client information in accordance with company policies

Skills

Tax preparation experience

IRS processes knowledge

Organizational skills

Communication skills

Confidentiality

Education

Associate degree

Bachelor’s degree preferred

Job description

Benefits

Our organization provides a comprehensive and competitive compensation package, including a 401(k), medical, dental, and vision coverage, life insurance, paid time off, and a range of additional employee benefits.

Role Details

Work Location: Fairfield (In Office)

Job Type: Full-time

Experience: Tax: 1 year (Required)

Education: Associate (Required)

Benefits

Our organization provides a comprehensive and competitive compensation package, including a 401(k), medical, dental, and vision coverage, life insurance, paid time off, and a range of additional employee benefits.

About Us

With 30 years of experience, we alleviate tax stress through efficient, empathetic, and transparent services. Specializing in swift tax resolution for individuals and businesses, our unique PTR Exclusive Edge ensures effective solutions. Join our team for a role where you contribute to helping clients regain financial peace of mind!

Core Responsibilities

• Support Enrolled Agents with case preparation and tax resolution workflows
• Handle administrative duties including scheduling appointments, managing client communications, and maintaining accurate case records
• Collect, gather, organize, and validate client financial documentation to ensure completeness and accuracyAssist with basic tax resolution components under supervision
• Track tasks and deadlines to ensure timely and accurate completion of client deliverables and internal projects
• Maintain strict confidentiality and security of all client information in accordance with company policies

Skills & Qualifications

• High school diploma or equivalent required; associate’s or bachelor’s degree in accounting, finance, or a related field preferred
• Previous experience in tax preparation, tax resolution, or a related administrative role is a plus
• Working knowledge of IRS processes and tax resolution fundamentals preferred
• Strong organizational, documentation, and time management skills
• Excellent written and verbal communication skills with a professional client-service approach
• Ability to follow established procedures, meet deadlines, and manage multiple priorities
• Willingness to learn, accept feedback, and grow within the role