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