Enrolled Agent (US Taxation)

Overview

This contractor role is for an experienced Enrolled Agent (EA) who enjoys helping clients navigate complex tax situations while working closely with financial planning professionals. The position supports a growing tax and financial planning practice, assisting with tax preparation, tax planning, IRS correspondence, and client support.

Responsibilities

• Prepare and review individual, business, trust, and partnership tax returns
• Provide proactive tax planning recommendations for clients
• Respond to IRS notices and assist clients with tax-related issues
• Conduct tax research and stay current with federal and state tax regulations
• Assist advisors with tax-efficient retirement and investment planning strategies
• Review client financial information for accuracy and completeness
• Prepare tax projections and year-end tax planning reports
• Maintain detailed client records and documentation
• Communicate directly with clients regarding tax matters and document requests
• Ensure compliance with tax laws, regulations, and firm standards
• Collaborate with advisors and operations staff to support client needs
• Track productivity, deadlines, and project status updates

Qualifications

• Active Enrolled Agent (EA) designation required
• Minimum 3 years of tax preparation and tax planning experience
• Strong knowledge of federal tax laws and regulations
• Experience preparing complex individual and business tax returns
• Strong analytical and problem-solving skills
• High attention to detail and accuracy
• Excellent written and verbal communication skills
• Ability to work independently and manage multiple deadlines
• Strong client service orientation
• Experience working with financial advisors, CPA firms, or wealth management firms preferred

Software & Technology Skills

• Tax preparation software experience required
• Experience with Drake Tax, UltraTax, Lacerte, or similar platforms preferred
• Microsoft Office Suite
• Adobe Acrobat
• CRM systems experience
• Redtail CRM experience preferred
• Must have reliable high-speed internet (this will be verified)

Compensation & Benefits

• Pay: $8.00–$15.00 per hour, depending on experience
• Performance bonuses available

Location

• Remote

Work Schedule

• Full time, 40 hours per week
• Must be available during Central Standard Time (CST) business hours for meetings and collaboration