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Enrollment Agent - MD

Enrollment Agent – Columbia, Md

– Duties include meeting with clients independelty for diagnosing tax issues and related solutions, recomennding strategies to minimize tax liability, and representing clients with the IRS and State taxing authorities.

  • Prepare tax returns for Corporations, Individuals, LLCs
  • Collecting/analyzing/formatting financial information
  • Provide tax resolution strategies for clientele with tax issues
  • Implement client tax resolution strategies by managing tax resolution engagements
  • Provide Estimated tax payment schedules
  • Possess strong computer skills, including the ability to work with Tax and accounting software Quickbooks

Job Requirements

  • Candidates MUST have 2 years of experience as an Enrollment Agent and/or tax preparer
  • Must have thorough knowledge of Quickbooks software
  • Degree in Business/Accounting preferred

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Customer Support Specialist

Customer Support Specialist – Columbia, Md

– Responsibilites include communicating case status with cleints, gathering and organization of client documents, fielding client and potential client inbound phone calls.

  • Performing client touch phone calls
  • Scheduling client and client prospect meetings
  • Following up on required documents from clients
  • Assisting with processing of client files

Job Requirements

  • Candidates MUST have 2 years of experience in customer support or relations position
  • Knowledge of Microsoft Office
  • Experience with a Customer Relationship Management system like Salesforce.com, Zoho.com, etc. a plus

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