Enrolled Agent or Tax Preparer

Enrolled Agent OR Tax Preparer

Shoemaker Financial
Location: Germantown, TN
Position: Full-Time or Part-Time

About Shoemaker Financial

Shoemaker Financial is a well‑established financial services firm dedicated to helping individuals, families, and business owners achieve long-term financial success. We take pride in providing personalized service, expert guidance, and a collaborative work environment. We are seeking an Enrolled Agent Tax Preparer with 1–3 years of experience to support our expanding tax services.

Position Overview

We are looking for a detail-oriented and client-focused Enrolled Agent to prepare individual and small-business tax returns, assist with tax planning, and deliver an exceptional client experience. This role offers flexibility, with a blend of onsite work and remote-eligible tasks. Ideal for someone growing in their career and excited to work in a professional financial services setting.

Key Responsibilities

• Prepare and review individual (1040) and small business tax returns (Schedule C, partnerships, or S-corps depending on experience).
• Assist with tax planning strategies and respond to basic tax inquiries from clients.
• Ensure accuracy, completeness, and compliance with IRS regulations.
• Maintain organized documentation and manage confidential information appropriately.
• Communicate with clients regarding missing information, tax status updates, and next steps.
• Support advisors and internal teams during peak season with timely and accurate tax-related deliverables.
• Stay current on tax law changes and compliance updates.

Qualification Requirements

Required:

• Certified Tax Preparer OR Enrolled Agent (EA) designation
• 1–3 years of tax preparation experience (public accounting, financial services, or independent practice).
• Strong understanding of federal and basic state tax laws.
• Excellent oral and written communication skills.
• Strong attention to detail, accuracy, and proofreading skills.
• Ability to manage and prioritize workload effectively.
• Ability to work independently with minimal supervision.
• Strong problem-solving skills; resourceful, creative, and results-oriented.
• Proficiency with Microsoft Office, including Excel and Outlook.
• Ability to quickly learn new software and adapt to changing technologies.

Preferred:

• Bachelor’s Degree or AA Degree.
• Experience in a financial or insurance environment.
• Experience with tax software (e.g., UltraTax, Drake, ProSeries, etc.).

Work Schedule & Flexibility

• Full-time or part-time options available
• Some onsite work required, with flexibility for hybrid scheduling depending on workload and season
• Additional hours may be required during peak tax season (January–April)

Pay: $16.00 - $35.00 per hour

Benefits:

• 401(k) matching
• Bereavement leave
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• License reimbursement
• Life insurance
• Opportunities for advancement
• Paid sick time
• Paid time off
• Parental leave
• Prescription drug insurance
• Retirement plan
• Vision insurance
• Work from home

Work Location: Hybrid remote in Germantown, TN 38138