Enrolled Agent, Tax Preparer

Not your typical tax firm

We’re not here to be boring accountants.

At Shoebox Tax Prep, we:

• Do the right thing (always)
• Follow systems that actually work
• Take ownership (no babysitting)
• Ask questions, improve things, and grow together
• And yes… we actually enjoy the journey

If you want a place where:

• You can be yourself
• You’re trusted to own your work
• You follow clear processes (not chaos)
• You’re part of a small, high-performing team (4 people → you’ll be #5)

You’ll fit right in!

Role Overview

We’re looking for a Junior Accountant or Enrolled Agent (EA) with ~2 years of experience in U.S. tax preparation and accounting.

This role is focused on execution, accuracy, and workflow discipline — not guessing, not firefighting.

You’ll work inside proven systems and help ensure everything moves on time, every time.

Key Responsibilities

Tax Preparation

• Prepare personal and business tax returns
• Review and validate client financial data
• Apply deductions and credits accurately
• Ensure compliance with U.S. tax regulations
• Maintain complete, review-ready files

Workflow & Process Execution

• Ensure tasks follow internal timelines and IRS deadlines are respected
• Monitor files and proactively flag risks or bottlenecks
• Follow established workflows (no building your own system)
• Contribute to improving processes where needed

Bookkeeping (Limited / Client-Based)

• Perform or review bookkeeping for select clients
• Work within QuickBooks
• Ensure clean data aligned with tax prep requirements

Client & Team Collaboration

• Communicate with clients to request and clarify information
• Ask the right questions to fully understand situations
• Collaborate with a team of 4 (you’ll be the 5th)
• Escalate issues early — no surprises

Qualifications

Required

• ~2 years of experience in tax preparation and accounting
• Experience with U.S. personal and business tax returns
• Strong accountability and ownership mindset
• Excellent attention to detail
• Ability to follow structured processes consistently

Preferred

• Enrolled Agent (EA) or accounting degree (or in progress)
• Experience in a tax/accounting firm
• Experience with QuickBooks
• Comfortable working with clients directly

Work Structure

• 1 day/week in-office, otherwise remote work
• Flexible scheduling
• Increased hours during peak periods

What Success Looks Like

• Returns are accurate and submitted on time
• Workflows move without delays
• Issues are caught early
• Team members don’t need to check your work
• You take full ownership of your files

Why Join Shoebox

• Clear systems → less stress, more execution
• Small team → high impact
• Growth → earn more responsibility over time
• Culture → serious about work, not about ourselves

Benefits

Our benefit offerings can help associates plan for their unique health, well-being, and financial wellness needs:

• Flexible/remote opportunities that meet your life, collaborative teams and much more!
• After 60 days: 100% Employer paid medical insurance; Short/Long Term Disability, and Life Insurance
• After one year: 401(k) plan participation (if age 21+)
• Paid time off and company holidays

To apply, please send either a video or a letter of intention with your resume to sonia@shoeboxtaxprep.com.

Job Type: Full-time

Pay: From $24.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Work from home

Work Location: Hybrid remote in Atlanta, GA 30328