Enrolled Agent - Remote

Overview

The organization is seeking an experienced tax preparer to support individual and business filings while taking ownership of client communication and administrative tasks. This role is fully remote and includes CPA guidance. The team uses a paperless, tech-friendly workflow, requiring proficiency with a CRM alongside tax software.

Responsibilities

• Prepare and review individual and business tax returns (1040, 1120)
• Collect, organize, and review client documents to support accurate filings
• Prepare and send tax organizers to clients each season
• Serve as a primary client point of contact by answering questions and following up on missing items

Requirements

• Active Enrolled Agent credential
• 1+ years of tax preparation experience
• Proficiency using tax software and a CRM together (CCH Axcess, Microsoft Dynamics, and Sharepoint)
• A dedicated work office with a door that closes to enable remote work

Preferred Qualifications

• Experience preparing and reviewing individual and business tax returns (1040, 1120)

Compensation & Benefits

• Full-time or ¾ time (candidate preference)
• Health benefits potentially available
• 401k after one year

Location

• Fully remote
• Residence in the USA is not required