Job Description

Job Description

Job Description

Salary: $25/hr - $35hr+

Enrolled Agent (EA)

TMS Financial is seeking an experienced and detail-oriented Enrolled Agent (EA) to join our firm with experience in business tax returns, high net worth individuals, financial review, and business accounting. Our growing team is looking for a candidate who enjoys connecting with clients, managing diverse tasks, has a strong attention to detail and provides the highest level of customer service.

The Ideal Candidate:

• Has Enrolled Agent (EA) designation
• Associate's degree in Accounting, Finance, or related field (Masters degree or equivalent experience preferred).
• Minimum of 5 years of experience in public accounting, with a focus on business tax filings and high net worth individuals
• Use of tax code and financial regulations.
• Experience with accounting software (e.g., QuickBooks, Xero, Sage) and tax preparation software (e.g., Drake, ProSeries, Lacerte).
• Excellent analytical, organizational, and problem-solving skills.
• Strong communication skills, with the ability to explain complex financial and tax matters to clients.
• Ability to work independently and as part of a team, managing multiple clients and deadlines simultaneously.
• Experience working with S-Corporations, C-Corporations, Partnerships, and LLCs.
• Knowledge of estate planning, trust taxation, and wealth preservation strategies.
• Advanced proficiency in Excel and financial modeling.

Responsibilities:

• Business Tax Preparation & Filing:
  • Prepare and review federal, state, and local tax returns for businesses (corporations, partnerships, LLCs).
  • Ensure compliance with all tax regulations and deadlines.
  • Identify opportunities for tax minimization, credits, and deductions.
• Tax Planning & Strategy:
  • Develop and implement tax strategies for businesses and high net worth individuals.
  • Provide advice to clients on tax implications of business decisions, mergers, acquisitions, and other transactions.
  • Conduct research on new tax laws and regulations and communicate their impact to clients.
• Financial Statement Review:
  • Perform financial reviews and provide recommendations to improve financial performance.
  • Assist in preparing, reviewing, and analyzing financial statements, ensuring proper accounting procedures and standards are followed.
  • Provide advisory services on cash flow, budgeting, and financial forecasting.
• High Net Worth Tax Services:
  • Manage tax planning, estate planning, and wealth management for high-net-worth individuals.
  • Provide tailored financial advice for wealth preservation, tax-efficient investing, retirement planning, and succession planning.
  • Work closely with wealth management teams and other professionals to optimize client financial outcomes.
• Business Accounting Services:
  • Assist with accounting functions for business clients.
  • Ensure accurate financial records and documentation, performing regular audits as necessary.
  • Provide guidance on financial systems, internal controls, and accounting software tools.
• Client Relationship Management:
  • Serve as the primary point of contact for clients, offering proactive financial and tax advice throughout the year.
  • Maintain strong relationships with existing clients while identifying opportunities to expand service offerings.
  • Collaborate with clients to understand their financial goals and provide customized solutions.

The position is year-round with fewer hours outside of tax season. Family-friendly culture, employee-focused, great work life balance.

Submit your resume to Kris Mlinar at krism@tmsmoney.com

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