Job Description

Career opportunity - “Enrolled Agent” – new position being added to the team due to growth.

Position overview

The Enrolled Agent we will be adding to our client’s team will be proficient with individual, partnerships, C corporations, S Corporations, and Fiduciary tax preparations. They will have an exceptional set of people skills when it comes to dealing with our clients and their highly specialized tax requests. You are a communicator who loves to support people and has a no drama mindset. 

What this Career opportunity will offer you

An opportunity to manage an established portfolio of clients that will welcome your expertise as an Enrolled Agent. A Hybrid work environment, an excellent competitive salary, with two bonus incentive programs; Spring and Fall. Paid parking for the days you come into the office, or % of public transportation paid, as well as a $50.00 a month incentive to apply to a health club of your choice, 2 weeks paid vacation, 9 PTO days, and an opportunity for advancement. 

Responsibilities will include

• Represent clients (taxpayers) relating to issues with their taxes to the IRS.
• Maintain client confidentiality regarding tax information and personal documents.
• Perform audits and appeals on behalf of their clients.
• Provide tax advice to clients in adherence with IRS rules and regulations.
• Educate clients about tax laws and regulations and how they affect their business.
• Pursue continued education courses each year to maintain licensure.
• Answer client calls and set up appointments to meet about their taxes.
• Help clients identify potential liabilities on their balance sheet.
• Create a tax plan for clients for future use.
• Calculate deductions and other exceptions that could contribute to a client paying less in taxes.

Requirements

• 10+ years of experience as an Enrolled Agent.
• Lacerte Software
• Special Enrollment Exam Certification – must have a current certification.
• High School Diploma – required.
• Exceptional people skills, both written and spoken word.
• Highly organized with an eye for detail.
• Currently have a Preparer Tax Identification Number (PTIN).
• Participate in an education course.
• Renew your enrolled agent license every three years.
• Renew your PTIN every year.
• Complete 16 hours of continued education (with at least two ethics courses) every year.
• Complete 72 hours of continued education every three years.
• Microsoft office; Word, and Excel.
• Experience with Lacerte software is required. Pro-system experience will be considered.
• Time management skills, set priorities on projects and meet deadlines.
• Ability to ask questions when needed, have a solutions mindset, and enjoy working with a diverse group of people and personalities.
• A good sense of humor is welcome. And we are an office that loves dogs. 

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