Licensed Rep

Sierra Financial Services Inc Dba Omni Tax; Broomfield (CO); Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Disability Insurance

Health Insurance

Life Insurance

Paid time off

Vision Insurance

Job summary

Omni Tax Solutions in Broomfield, CO is seeking an Enrolled Agent (Licensed Representative) to develop client relationships and provide customer service and representation by supporting the Client Services team. An EA license is required to qualify.

You will handle communications with taxpayers and taxing authorities, prepare statements of work with oversight, maintain organized client files in Salesforce, and manage your own utilization and A/R status.

Qualifications

• EA license in good standing to practice before the IRS is required.
• Strong understanding of IRS processes and ability to reference IRS policy and code.
• Commitment to ongoing training and self-development; strong organizational skills.
• Ability to negotiate on behalf of clients with IRS and state authorities.

Responsibilities

• Represent clients with professionalism and ethics on IRS matters.
• Assist teams with preparation of client Statements of Work under supervision.
• Build relationships with clients and taxing authorities through clear communication.
• Manage own 80% utilization and client file A/R status; review progress with Sr. Associate.
• Maintain organized electronic client files and notes in Salesforce.

Skills

Negotiation

Attention to detail

Client service

Communication

Education

High school diploma or equivalent

Bachelor’s degree (preferred)

Tools

Microsoft Word

Excel

Outlook

Salesforce

Job description

Licensed Rep

Broomfield, CO, US

30+ days ago Requisition ID: 1010

Salary Range: $65,000.00 To $80,000.00 Annually

About Omni Tax Solutions:

Founded in 1995, we began as a small tax debt consulting firm dedicated to giving taxpayers an alternative to dealing with the IRS on their own. Over the years, we’ve helped thousands of individuals rise above their tax problems and reclaim their financial futures.

About The Enrolled Agent Position:

The Enrolled Agent or Licensed Representative is responsible for developing client relationships and providing excellent customer service and representation by offering administrative support to an Associate team in Client Services. You must have your Enrolled Agent's license to qualify for this role.

Duties of an Enrolled Agent:

• Represent clients with the utmost level of professionalism and ethics
• Assists Associate teams with the preparation of existing client Statements of Work (SOWs) with oversight and approval from Sr. Associate
• Builds respectful and strong relationships with clients and taxing authorities by clearly communicating ideas and actions
• Responsible for managing own 80% utilization and direct client files A/R status
• Reviews file status and progression of files with Associate
• Compiles information from clients to produce acceptable proposals to the taxing authorities
• Drafts, transcribes and sends professional correspondence
• Reviews, guides, and helps clients with questions, forms, processes, and general information
• Maintains organization of electronic copies of client files, documents, and notes in Salesforce
• Additional Ad Hoc duties

The Ideal Enrolled Agent Candidate:

• Has a comprehensive understanding of the IRS processes and procedures and the capacity to build arguments using IRS policy, procedures, and code
• Consistently attends additional training to maintain job knowledge and utilizes resources to increase self-development
• Demonstrates ability to negotiate on behalf of clients in front of the IRS and state taxing authority agents
• Proficient in Microsoft Word, Excel, Outlook, and Salesforce
• Maintains a high level of organization and attention to detail
• Dependable performer that demonstrates coachability and adaptability, which includes good planning and prioritizing skills
• Takes strong initiative and maintains a strong work ethic

Minimum Qualifications:

• High school diploma or equivalent (Bachelor’s Degree strongly preferred)
• Must possess an Enrolled Agent (EA) license in good standing to practice before the IRS
• 401(k)
• 401(k) matching
• Disability Insurance
• Health Insurance
• Life Insurance
• Paid time off
• Vision Insurance

Schedule:

• Monday to Friday

Supplemental Pay Types:

Work Location:

• Hybrid remote in Broomfield, CO 80021
• For the right candidate, we are willing to work with a hybrid schedule! Depending on the candidate, you may be required to be in-person for an initial period of time while training.

We see value in individuals from diverse backgrounds. If you find that your personal background or resume does not match the exact ideal candidate qualifications of an Enrolled Agent, we encourage you to still submit your application for consideration.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.