EA Assistant

Priority Tax Relief; Spokane (WA); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

401(k)

Medical/dental/vision

Life insurance

Paid time off

Benefits package

Job summary

Priority Tax Relief in Spokane is seeking a dedicated tax support professional for an in-office, full-time role. You will assist Enrolled Agents, manage client communications, gather financial documents, and maintain accurate case records under supervision.

Ideal candidates have an associate degree or higher in accounting/finance and are organized, detail-oriented, and able to meet deadlines while providing professional client service.

Qualifications

• High school diploma or equivalent; associate or bachelor’s degree in accounting/finance preferred.
• Experience in tax preparation or tax resolution is a plus.
• Familiarity with IRS processes and tax resolution fundamentals.
• Strong organizational, documentation, and time management skills.
• Excellent written and verbal communication with a professional client-service approach.
• Ability to follow established procedures, meet deadlines, and manage multiple priorities.
• Willingness to learn and grow within the role.

Responsibilities

• Support Enrolled Agents with case preparation and tax resolution workflows.
• 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

Written and verbal communication

Organization and time management

Attention to detail

IRS processes knowledge

Client service

Education

Associate degree in accounting/finance

High school diploma or equivalent

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: Spokane (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 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 & 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