Enrolled Agent - Tax Manager (1040)
About The Position
An established public accounting firm is looking to add an experienced Enrolled Agent (EA) to take ownership of a substantial portfolio of individual tax clients. This is a unique opportunity for someone who enjoys 1040 work, direct client relationships, and independently managing the entire tax process without needing to pursue the traditional CPA/partner track. The firm already has a significant existing book of individual tax clients and is looking for someone who can step in, take ownership, and run that work with minimal oversight. This role offers a path to specialize in individual tax work and client service, allowing the individual to own their book and build long-term client relationships. The firm currently turns away potential 1040 clients and sees an opportunity to potentially build this into a larger individual tax practice with the right person leading the work.
Requirements
- Active Enrolled Agent (EA) designation
- Significant experience preparing individual income tax returns
- Strong working knowledge of Form 1040 and individual taxation
- Ability to independently take a return from initial client contact through completion and signature
- Confidence making decisions with minimal supervision
- Strong client communication skills
- Comfortable working with clients who may want additional explanation, guidance, and face-to-face interaction
- Highly organized and able to independently manage a recurring client base
- Must be local and comfortable with in-person client meetings
Nice To Haves
- Experience with business, partnership, S corporation, trust, or other entity returns is welcome but not required.
Responsibilities
- Manage a portfolio of primarily stand-alone individual / Form 1040 clients
- Own engagements from beginning to end, including: Client communication and document collection, Tax return preparation, Review of your own work, Identifying missing information or potential issues, Finalizing and signing returns, Delivering and explaining completed returns to clients
- Meet directly with clients throughout the year
- Answer individual tax questions and provide ongoing client support
- Handle tax notices and routine correspondence when needed
- Independently manage deadlines, workflow, and client expectations
- Serve as the primary point of contact for your assigned client base
Benefits
- Compensation $120,000–$150,000, depending on experience and the breadth of tax knowledge you bring to the role.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
