Enrolled Agent

Rockwater Tax; Carlsbad (CA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Full benefits: health, dental, 401(k)

Winter break over Christmas

PTO + paid holidays

Growth opportunities

Job summary

Rockwater Tax is seeking a motivated Enrolled Agent to join our Tax Resolution team in Carlsbad, CA. This role focuses on IRS and state tax resolution beyond routine tax prep, with hands-on training and mentorship.

You will analyze tax returns, communicate with taxpayers, and help prepare resolution submissions while supporting case management using our technology platform. Ideal candidates hold an EA license and 2+ years of tax experience, with strong communication and detail orientation.

Qualifications

• Active Enrolled Agent (EA) license is required.
• 2+ years of tax preparation, tax compliance, or tax advisory experience.
• Experience with individual and business tax returns.
• Strong understanding of federal tax concepts and procedures.
• Excellent written and verbal communication skills.
• High attention to detail and strong organizational skills.
• Desire to build a career in tax resolution and IRS representation.
• Strong analytical and problem-solving skills.
• Comfortable learning new technology and systems.

Responsibilities

• Serve as a primary point of contact for clients during the resolution process.
• Partner with senior team members to develop and execute tax resolution strategies.
• Assist with onboarding and smooth transition from sales to service delivery.
• Analyze tax returns, transcripts, financial statements, and documents to support case strategy.
• Communicate with the IRS and state authorities under Power of Attorney.
• Prepare resolution submissions (Offers in Compromise, Installment Agreements, CNCs).
• Conduct research using IRS guidance and state regulations.
• Prepare client deliverables and supporting documentation.
• Utilize internal systems to manage cases efficiently.
• Collaborate with staff to maintain quality and workflow efficiency.
• Maintain an 80% utilization rate for client service and productivity.

Skills

Client communication

Analytical skills

Organizational skills

Multitasking

Tech-savvy

Job description

We are a national professional services and technology organization with a rapidly growing presence across the United States, now expanding with a new office in Carlsbad, California. Our platform brings together Rockwater Tax, a high-touch tax services firm serving businesses nationwide, and TaxRock, a technology-driven compliance and risk intelligence platform that empowers organizations to proactively monitor and manage tax exposure.

Together, we combine deep expertise with innovative technology to deliver smarter, more efficient solutions while creating opportunities for our team to grow, take ownership, and make a real impact.

About the Role

Rockwater is seeking a motivated Enrolled Agent to join our growing Tax Resolution team. This is an excellent opportunity for a tax professional looking to expand beyond tax preparation and compliance into the specialized field of IRS and state tax resolution.

As an Enrolled Agent you will work directly with experienced tax professionals to help individuals and businesses resolve complex tax matters. We will provide hands-on training in tax resolution strategies, IRS representation, collections matters, and case management while helping you develop into a trusted advisor for our clients.

The ideal candidate has a strong foundation in individual and business taxation, excellent communication skills, and a desire to build expertise in tax controversy and resolution services.

Key Responsibilities

• Serve as a primary point of contact for clients throughout the resolution process, providing a high-touch and responsive client experience
• Partner closely with senior team members to develop and execute tax resolution strategies
• Participate in client onboarding and help ensure a smooth transition from the sales process into service delivery
• Analyze tax returns, transcripts, financial statements, bank records, and other documentation to support case strategy
• Communicate with the IRS and state taxing authorities under Power of Attorney authorization
• Assist with preparation of resolution submissions, including: Installment Agreements, Offers in Compromise, Currently Not Collectible requests, Penalty Abatement requests, Audit Reconsiderations, Appeals and other resolution programs
• Conduct research utilizing IRS guidance, the Internal Revenue Code, Internal Revenue Manual, and applicable state regulations
• Prepare client deliverables, correspondence, and supporting documentation
• Utilize internal systems and technology to manage cases efficiently and accurately
• Collaborate with support staff and other team members to maintain quality and workflow efficiency
• Maintain an expected utilization rate of 80%, balancing client service and productivity

What We Will Teach You

• IRS collections and enforcement procedures
• Tax resolution strategy development
• Offer in Compromise analysis and preparation
• Revenue Officer case management
• Advanced client communication and case management

Qualifications

• Active Enrolled Agent (EA) license required
• 2+ years of tax preparation, tax compliance, or tax advisory experience
• Experience with individual and business tax returns
• Strong understanding of federal tax concepts and procedures
• Desire to build a career in tax resolution and IRS representation
• Strong analytical and problem-solving skills
• Excellent written and verbal communication skills
• High attention to detail and strong organizational skills
• Ability to manage multiple priorities in a fast-paced environment
• Comfortable learning new technology and systems

Why Rockwater Tax

• Comprehensive training in tax resolution and IRS representation
• Direct mentorship from experienced tax professionals
• Competitive base salary commensurate with experience.
• Full benefits package including health, dental, and company matching 401(k).
• Company-wide winter break – we shut down for a full week over Christmas. PTO + paid holidays.
• Growth opportunities in a fast-scaling company.
• A role with local presence and national impact.
• Be part of a culture built on integrity, transparency and relentless client focus.