Enrolled Agent (EA), Tax services & Wealth Management Focus
About The Position
We are a dynamic Registered Investment Advisor (RIA) dedicated to providing exceptional wealth management services to our valued clients. Our small but highly skilled team is committed to delivering personalized financial solutions that cater to the unique needs of our clients. 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
- Enrolled Agent (EA)
- Preparer Tax Identification Number (PTIN)
- The ideal candidate will possess an intermediate level of experience, generally 3-5 years, with public accounting, bookkeeping or tax services, preferably with high-net-worth individuals or families.
Nice To Haves
- Experience preparing individual, business, and trust tax returns
- Working knowledge of current tax regulations and best practices
- Experience with trusts and estates is a strong plus
- Proficiency in QuickBooks, Lacerte, TPS, Adobe, and Microsoft Office
Responsibilities
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
