Enrolled Agent (EA) or CPA

RFG Advisory • St. Petersburg, FL

14h • Hybrid

About The Position

AimWell Financial is seeking a seasoned Enrolled Agent (EA) or Certified Public Accountant (CPA) to prepare tax returns for clients. This role is ideal for someone who enjoys tax work but desires a more flexible and sustainable model than traditional accounting. It suits semi-retired professionals, parents seeking flexible scheduling, or independent practitioners with available capacity. The workload is dynamic, initially involving a few returns with potential for significant growth. This position is crucial for establishing processes, workflows, and best practices for a new tax preparation service. While located in St. Petersburg, FL, highly qualified remote candidates may be considered.

Requirements

• Active EA or CPA designation in good standing.
• 10+ years of tax preparation experience, with significant experience independently preparing individual income tax returns.
• Strong technical knowledge of federal and state tax regulations.
• Ability to work with minimal supervision and exercise sound professional judgment.
• Proficiency with modern tax preparation and workflow software.
• Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot to improve productivity, research efficiency, and client communication.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• High level of professionalism and accountability; takes ownership of producing accurate, high-quality work.

Nice To Haves

• Experience preparing trust returns.
• Experience working with higher-net-worth clients.
• Experience working alongside financial Advisors or financial planning firms.

Responsibilities

• Prepare federal and state individual income tax returns with accuracy and professional judgment.
• Manage tax preparation workflow and deadlines across a growing client base.
• Review client tax documentation, identify missing information, and communicate directly with clients regarding tax-related questions and requests.
• Assist clients with IRS and state tax notices as needed, and conduct ongoing tax projections as the practice requires.
• Assist in developing efficient procedures, workflows, and best practices for a new tax preparation practice.
• Help evaluate tax software, workflow tools, and operational processes as the service is established.
• Collaborate with financial planners regarding client tax considerations and identify tax planning opportunities to communicate to the advisory team when appropriate.

Benefits

• Flexible compensation structure based on experience, credentials, availability, and desired engagement model.
• Open to hourly, seasonal, contractor, project-based, or part-time employee arrangements.
• Flexibility and autonomy.
• Opportunity to shape a new service from the ground up.

What This Job Offers

• Job Type: Part-time
• Career Level: Senior
• Education Level: No Education Listed