Description

About the role:

We are seeking a proactive and detail-oriented Enrolled Agent to join our relationship-focused firm and play a key role in delivering exceptional tax support to our clients, including individuals, small businesses, and trust and estate clients. This hands-on position offers an excellent opportunity to deepen your experience in tax preparation, planning, and compliance within a collaborative, supportive environment.

This is a great opportunity for an Enrolled Agent who wants to take on meaningful work in a supportive, growth-minded firm. Join us in delivering personalized, high-quality tax services to clients who truly value our partnership.

Requirements

In this role, you will:

• Prepare and review individual, business, and trust income tax returns
• Research and resolve tax-related questions and issues
• Assist with gathering and organizing client data for tax planning and compliance
• Maintain current knowledge of tax laws and changes to ensure accurate reporting and compliance
• Support the team in delivering timely and thorough tax services across a variety of client types
• Communicate directly with clients to collect documentation and explain tax matters
• Represent clients in IRS and state correspondence matters, with support from senior team members
• Work with tax software including QuickBooks, Lacerte, TPS, Adobe, and Microsoft Office
• Help ensure internal procedures and documentation standards are followed