EA Assistant

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.

• Work Location:
  
  Fairfield (In Office)
• Job Type: Full-time
• Experience:
  
  Tax: 1 year (Required)
• Education:
  
  Associate (Required)

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!

• 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

• 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

If you are an ambitious and results-driven professional seeking a flexible and rewarding opportunity, we invite you to apply. Elevate your career with us!