Enrolled Agent

Overview

This role involves preparing tax returns within a specialized team focused on high-income physician households. The position requires handling both business and personal tax returns with precision and efficiency. It is a demanding role that serves as the foundation for advancement to Tax Senior and Tax Manager positions through demonstrated performance and growth.

Responsibilities

• Prepare accurate and timely tax returns for clients within your assigned team (pod).
• Manage your own queue, deadlines, and client communications.
• Work on complex tax situations involving S-corp optimization, depreciation, real estate strategy, multi-state nexus, and practice ownership.
• Collaborate closely with Senior and Manager team members to develop planning skills.
• Maintain high standards of accuracy and organization under a high-volume, fast-paced environment.
• Continuously develop skills and knowledge to progress toward leadership roles.

Requirements

• CPA or Enrolled Agent (EA) certification, or actively pursuing certification with a firm timeline for completion.
• Master's degree in accounting or tax is preferred.
• 0 to 2 years of experience in tax preparation, ideally including both individual and business returns.
• Demonstrated accuracy, organization, and ability to work quickly under volume.
• Strong motivation to learn tax planning and advance into senior and managerial roles through performance.

Preferred Qualifications

• Experience working with high-net-worth or complex tax clients.
• Ability to manage multiple deadlines and client needs simultaneously.

Compensation & Benefits

Details about compensation and benefits are not specified in this description.

Location

Location details are not specified in this description.