The Processing Associate will play a vital role in the back-office operations of the Processing Department, supporting Case Managers and Enrolled Agents. The primary focus is to execute key administrative tasks and ensure the team has the necessary documentation, financial records, and data to perform tax preparation, negotiation services, and bookkeeping efficiently.
This role includes responsibilities related to QuickBooks and bookkeeping. The
Processing Associate ensures that Case Managers and Enrolled Agents have the groundwork completed—form submissions, transcript retrievals, bookkeeping entries, and scheduling—so they can focus on higher-value tasks such as tax preparation and negotiations.