Enrolled Agent

Overview
Join our dynamic team as an Enrolled Agent, a highly skilled tax professional authorized by the IRS to represent taxpayers before the agency. In this role, you will leverage your expertise in tax law, accounting, and financial analysis to assist clients with complex tax issues, ensure compliance with federal and state regulations, and provide strategic financial guidance. Your energetic approach will drive impactful results, helping clients optimize their financial situations while maintaining strict adherence to regulatory standards. This position offers an exciting opportunity to apply your technical skills in a fast-paced environment dedicated to excellence and client success.

Duties

• Prepare and review individual, business, estate, and trust tax returns with precision and attention to detail.
• Represent clients during IRS audits and resolve tax disputes efficiently through expert negotiation and compliance strategies.
• Provide comprehensive tax planning advice, including estate planning, trust management, and investment strategies aligned with current laws such as securities law and LIHTC (Low-Income Housing Tax Credit).
• Conduct detailed analysis of financial statements, including balance sheets, income statements, and cash flow reports using accounting software like QuickBooks, Xero, Sage, or similar tools.
• Assist clients with corporate accounting tasks such as double entry bookkeeping, general ledger reconciliation, accounts payable management, and regulatory reporting.
• Offer guidance on complex financial concepts including GAAP (Generally Accepted Accounting Principles), SOX (Sarbanes-Oxley Act), mergers & acquisitions, private equity transactions, and non-profit accounting.
• Support clients in budgeting, asset management, financial planning, and investment analysis to maximize financial growth opportunities.
• Ensure compliance with all relevant regulations by performing audits and internal controls reviews while maintaining thorough documentation of all processes.

Experience

• Proven experience in public accounting or a related financial services field with a strong background in tax experience and technical accounting.
• Extensive knowledge of tax laws related to wills, trusts & estate law; securities law; and regulatory reporting requirements.
• Demonstrated expertise in financial analysis, report writing, interpretation of financial data, and account reconciliation techniques.
• Familiarity with various accounting software platforms such as QuickBooks, Xero, Sage, or similar tools for bookkeeping and financial statement preparation.
• Strong understanding of GAAP standards along with practical experience in auditing procedures and SOX compliance frameworks.
• Excellent analysis skills combined with the ability to communicate complex financial concepts clearly to clients at all levels.
• Ability to manage multiple priorities efficiently while maintaining accuracy under tight deadlines in a fast-paced environment. This role is perfect for motivated professionals eager to make a tangible impact through their technical expertise in taxation and finance—helping clients navigate complex regulations while achieving their financial goals!

Pay: From $10.00 per hour

Work Location: In person