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📝 Job Description:
I am a foreign trustee of a U.S.-based trust and need an Enrolled Agent (EA) to:
- Request and review IRS tax transcripts (e.g., Tax Return Transcript, Account Transcript, Wage & Income Transcript) for the trust.
- Confirm accuracy of past filings and resolve any discrepancies.
- Provide a summary report of findings (if needed).
🔍 Requirements:
✅ Active EA license (must provide IRS credential verification).
✅ Experience with trust/estate tax transcripts (Form 4506-T, IRS transcript codes).
✅ Ability to e-file requests or use IRS e-Services for faster results.
✅ Familiarity with foreign trustee cases (non-U.S. address/SSN/ITIN issues).
💼 Scope of Work:
- Obtain 2023 transcripts (or specific years).
- Handle IRS verification if needed (via Form 2848 POA).
• **Deliver transcripts via secure portal/email (PDF preferred).
• **Preferred: EAs who’ve worked with foreign trustees/non-resident trusts.
📩 How to Apply:
Your proposed process/timeline. ...