Tax Preparer

***************Designation : EIN Specialist*****************

Key Responsibilities:

• Contact the IRS via phone daily during US business hours to obtain EINs on behalf of our clients.
• Represent clients professionally and ensure compliance with IRS regulations.
• Manage and track EIN applications, maintaining meticulous records of all interactions and documentation.
• Address any issues or follow-ups related to EIN acquisition efficiently and effectively.
• Collaborate with internal teams to ensure client needs are met in a timely manner.
• Own the internal process of submitting ITIN applications to a 3rd party vendor
• Report weekly on performance (ITINs submitted, EINs extracted, Cases In progress, AVG extraction time, etc)

Skills and Qualifications:

• Minimum of 3+ years of experience

  working with the IRS on various cases, particularly involving EIN acquisition.

• Active PTIN number, SSN number, or certification as a CAA (Certified Acceptance Agent) or EA (Enrolled Agent).

• Strong understanding of IRS procedures and compliance requirements.
• Excellent communication and problem-solving skills, with the ability to represent clients professionally.
• Detail-oriented with strong organizational and time management abilities.
• Ability to work in the US timezone and manage daily IRS interactions effectively.

Nice to haves

• You know the process and have processed ITIN applications
• You are good at reporting and have generated reports on a weekly basis previously
• You have worked with the IRS on abatements and POAs
• Prior experience in a business formation company is a plus

Note - Looking for folks who have good experience working with IRS with understanding on procedures & compliance requirements!!