Enrolled Agent

Wealth Management Accounting•Fort Wayne, IN

103d•Hybrid

About The Position

We are a well-established small tax and accounting firm committed to delivering personalized, high-quality service to individuals and small businesses. Our team values professionalism, accuracy, and long-term client relationships built on trust. As a growing firm, we provide a supportive environment where your expertise and input are valued, and where you can make a meaningful impact. We are seeking a knowledgeable and detail-oriented Enrolled Agent with strong tax preparation and client service experience to join our team full-time. The ideal candidate will be skilled in preparing and reviewing a wide range of tax returns, providing tax planning guidance, and maintaining compliance with federal and state tax laws. This is an excellent opportunity for a motivated professional who enjoys working in a collaborative small-firm environment.

Requirements

Active Enrolled Agent (EA) license required.
Minimum 3 years of tax preparation experience in a public accounting or tax firm environment.
Proficiency with QuickBooks and tax software (e.g., ATX, Lacerte, Drake, or UltraTax).
Strong knowledge of federal and state tax codes, forms, and filing requirements.
Excellent communication, organizational, and analytical skills.
Ability to manage multiple clients and meet filing deadlines.
Commitment to continuous learning and staying updated on tax law changes.

Responsibilities

Prepare and review individual, corporate, partnership, and fiduciary tax returns.
Research complex tax issues and ensure compliance with current tax regulations.
Provide proactive tax planning and advisory services to clients.
Communicate with clients to collect information, resolve discrepancies, and discuss results.
Assist with IRS and state correspondence or audit responses as needed.
Collaborate with other team members to ensure efficient workflow and client satisfaction.
Maintain confidentiality and uphold professional ethics in all client interactions.