Enrolled Agent - Revenue Officer Pro

At Tax Processing Solutions, we are fueled by a passionate commitment to serve our clients and communities with empathy and integrity. Embracing a "Work Hard, Play Harder" philosophy, we aim to create a meaningful impact that extends beyond our local roots to communities across the United States and beyond. Our mission is to guide individuals nationwide through the tax resolution process with trust, compassion, education, and unwavering dedication.

Why Join TPS?

We're on fire with growth—in 2024, our affiliated team at Tax Relief Advocates (TRA) skyrocketed to #756 on the Inc. 5000 list, ranking among America's fastest-growing private companies based on explosive percentage revenue growth over the last three years. We're not just growing; we're thriving—and that momentum creates endless opportunities for ambitious tax professionals like you to advance quickly in a high-impact role.

Ethics isn't just a buzzword—we've earned the prestigious BBB Torch Award for Ethics not once, but twice (2021 and 2024)—a rare honor awarded every three years for excellence in character, culture, customers, and community. Integrity drives everything we do at Tax Processing Solutions, and as a Revenue Officer Pro, you'll be at the heart of delivering ethical, client-first resolutions.

Certified awesome to work for—by our own team! We're officially a Great Place to Work (with our close affiliate TRA boasting strong employee satisfaction ratings, where 85% of employees say it's a great place to work compared to 57% at typical U.S. companies), backed by real feedback. Our people trust their leaders, take pride in their impact, love collaborating, and feel the vibe is consistent—no matter your role, background, or title.

We're specifically seeking motivated, coachable Enrolled Agents (or CPAs) who are eager for hands-on experience in a challenging environment dealing directly with IRS Revenue Officers—perfect for building deep expertise, sharpening your negotiation and advocacy skills through real-world cases, and growing your career with mentorship and support. If you're an EA ready to tackle complex cases involving client representation before Revenue Officers, financial packet preparation, resolution negotiations, and protecting clients from aggressive collections while making a tangible difference for clients nationwide, this is where you level up!

Position Summary

Your expertise will be crucial in reviewing clients' financial situations, working directly with IRS Revenue Officers, and developing tailored resolution strategies to resolve tax issues and ensure the best possible outcome. As an Enrolled Agent - Revenue Officer Pro in our Resolution Department, you'll represent clients assigned to an IRS Revenue Officer, interacting with Revenue Officers to achieve account resolution. You'll strive to keep clients protected from collections, ensure timely case progression, and empower clients through education until a final resolution is established.

Key Responsibilities

• Communicate with and provide documentation to assigned Revenue Officers.
• Review client documentation prior to submission to verify accuracy and completeness.
• Prepare and finalize the client’s financial packet to include a resolution proposal.
• Communicate daily with the RO Case Advocates to ensure timely progression of each case.
• Negotiate realistic resolution options with Revenue Officers, keeping client advocacy as the main priority.
• Complete the occasional compliance call to find out RO contact details if unavailable.
• Represent clients in communication with the IRS, including handling notices, appeals, and resolving disputes.
• Guide clients through various IRS collection processes, such as levies, liens, and garnishments, and work to negotiate favorable outcomes.
• Stay up-to-date on IRS regulations, tax laws, and resolution options to provide accurate and effective solutions to clients.
• Provide clients with ongoing support and advice to help them maintain compliance and avoid future issues with the IRS.

Must-Haves

• Active Enrolled Agent License or CPA (Required)
• Active PTIN (Required)
• Established E-services account on IRS.gov (Required)
• 1+ years' experience setting up resolutions with ACS or Revenue Officers (Required)
• Strong communication and negotiation skills
• Ability to manage multiple cases and deadlines effectively
• In-depth knowledge of tax laws, IRS processes, and tax resolution strategies
• Excellent written and verbal communication skills
• Emphasis on nurturing and maintaining positive interdepartmental relationships
• Strong analytical and time management skills
• Superior attention to detail
• Work with the client’s best interest in mind always
• Strong understanding of financials and financial documents

Tax Processing Solutions is an equal opportunity employer.

Location: REMOTE or ONSITE in Irvine, CA

Position: Full-time

Base Salary: $75,000 - $90,000 annually

Commissions: $890 - $2,050 per month (based on quality performance and production; this range reflects what the employer reasonably expects to pay, with $890 at the low end for minimum performance, $1,400 as the average, and $2,050 at the high end for top performers)

This position is eligible for commissions after successful completion of the initial 60-day full-time employment period. The average commission earnings for representatives currently in this role is approximately $1,400 per month, based on historical performance data. Commissions are entirely performance-based and not guaranteed. Actual earnings vary significantly depending on individual effort, volume, and other variables. No minimum commission amount is promised or assured, and past performance (including averages from current reps) does not predict or guarantee future results for any individual. This is provided as a good-faith illustrative estimate only and complies with applicable California pay transparency requirements