Enrolled Agent Assistant

Enrolled Agent Assistant

Role Details:
Work Location: Spokane (In office)
Job Type: Full-time
Experience: 1 year in tax resolution or related field (Preferred, not required)
Education: Associate degree (Preferred) or High School Diploma/GED

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:
Priority Tax Relief is setting the national standard for tax debt resolution through disciplined preparation and earned trust. Our team moves fast with purpose. Thinking clearly, owning the work, and executing our strategy all the way through resolution. We bring clarity to complex cases and stand shoulder to shoulder with clients until the work is done. We measure our success by outcomes, because every resolution restores stability where it matters most.

Job Overview:
The Enrolled Agent Assistant supports the tax resolution process by preparing and organizing client financial information, assisting in case strategy development, and managing ongoing client communication. This role requires critical thinking, strong attention to detail, and active participation in moving cases efficiently from intake to closeout. It is more than administrative support—it requires analytical thinking, accountability, and a proactive approach to case progression.

Key Responsibilities:

• Collect, organize, and validate client financial documentation
• Prepare and analyze financial information to assist in determining appropriate resolution strategies
• Assist in developing tailored case strategies based on client circumstances
• Prepare forms and documentation under supervision
• Communicate directly with clients to explain next steps and gather required information
• Track deadlines, tasks, and case milestones to ensure timely case progression
• Submit cases for review when appropriate and update case status accordingly
• Maintain accurate documentation and case records throughout the lifecycle
• Collaborate cross-functionally with Client Services, Sales, and Tax Preparation teams
• Maintain strict confidentiality and ensure compliance with company policies and regulatory requirements

Qualifications:

• Strong analytical and problem-solving skills
• Close attention to detail and accuracy
• Ability to manage multiple tasks and deadlines in a fast-paced environment
• Strong verbal and written communication skills
• Ability to work both independently and collaboratively across teams
• Organized, proactive, and accountable approach to work
• Ability to quickly learn new processes, systems, and tax-related concepts