Tax Attorney/Enrolled Agent (Paid Training)

WHO WE ARE

Optima Tax Relief is a tax resolution (tax representation) firm that helps people solve their IRS tax problems. We work to build relationships with our clients and the IRS alike so we can offer representation to taxpayers with a variety of tax complaints. Our potential clients are in need of a number of services, including but not limited to the following:

  • Help with IRS tax audits
  • Filing past-due tax returns
  • Removing an IRS levy or federal tax lien
  • Setting up tax payment plans
  • Removing wage garnishment
  • Filing an offer in compromise

Ranked #1 Financial Services Company by Inc. Magazine

Orange County Business Journal Best Places to Work from 2011-2015

Orange County Register Top Workplaces 2016

Please feel free to visit our website and meet our staff at www.optimataxrelief.com

As a Tax Attorney/Enrolled Agent with Optima, you will be in charge of establishing contact with Tax Agencies and updating files accordingly. You will be expected to communicate realistic timelines and interact with Senior Tax Negotiator and Sales staff on a daily basis with case updates. This will be a demanding position, and exceptional time management and customer service skills will be essential.

Responsibilities:

  • Interact with Management/Sales and Senior EA in a professional and timely manner
  • Manage assigned Client Pipeline and correspondence with IRS/State authorities
  • Provide Direction to Case Managers to keep Resolutions moving forward
  • Prioritize case loads and complete additional tasks and duties as needed
  • Work in a fast paced environment, be able to multitask and stay organized
  • Work Schedule: Monday-Friday. Must be available to work any hours between 7am-6pm

Requirements

  • Licensed Enrolled Agent
  • Existing CAF number
  • At least two seasons of Tax Preparation, preferably in a high volume environment
  • Exceptional Customer service approach
  • Positive "Can Do" attitude!

COMPENSATION/BENEFITS

  • Salary: $55k +
  • Monthly Bonus
  • Medical
  • Dental
  • Vision
  • 401K
  • Life Insurance
  • Supplemental Insurance
  • PTO (Vacation, Sick, Holiday)

Equal Opportunity Employer, including disabled and veterans.


Meet Some of Optima Tax Relief's Employees

Alisha N.

Associate Director of Resolution-ACS

Alisha assists Optima Tax Relief case managers and tax professionals with day-to-day issues, ensuring they have every resource they need to help clients reach financial resolutions.

Michelle B.

Director of Sales

Michelle mentors and trains Optima Tax Relief’s sales agents from the first day they walk through the front door through their entire tenure at the organization.


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