Enrolled Agent Tax Professional

Are you an Enrolled Agent looking for more than just a "tax season grind"? Join our

high-growth startup firm where we are bridging the gap between tax strategy and wealth management. We aren't just filing returns; we are building a holistic financial home for our clients.

In this unique role, you will lead the tax preparation and bookkeeping functions while

integrating directly with our wealth management partners to ensure our clients'

investment strategies are tax-optimized year-round.

Key Responsibilities

Tax & Accounting (Primary Focus)

• Prepare and file federal and state tax returns for individuals, small businesses, and trusts.
• Manage monthly bookkeeping and financial statement preparation for business clients.
• Conduct year-round tax planning sessions to minimize client liabilities.
• Represent clients before the IRS or state agencies as needed (utilizing EA status).

Wealth Management Integration (Non-Peak Season)

• Collaborate with Wealth Advisors to review client portfolios for tax-loss harvesting opportunities.
• Assist in the onboarding of new wealth management clients, gathering financial data and identifying planning gaps.
• Support investment operations and client service requests during the post-tax season months.
• Contribute to the development of firm-wide financial planning workflows.

Requirements

• Enrolled Agent (EA) License: Preferred (Active and in good standing).
• CPA Preferred
• Education: Bachelor’s Degree Preferred (Accounting, Finance, or related field).
• Experience: 3+ years of tax preparation and bookkeeping experience.
• Startup Mindset: Comfortable with ambiguity, eager to build processes from scratch, and ready to grow with a young firm.
• Tech Savvy: Proficiency in modern tax software (e.g., Drake, UltraTax, Intuit ProConnect) and QuickBooks Online.

Why Join Us?

Diverse Workload: Break the monotony of the tax cycle by engaging in high-level

wealth management work during the summer and fall.

Equity & Growth: As an early hire in a startup, you will have a seat at the table in

shaping the firm's culture and operations.

Holistic Impact: See the direct results of your tax advice reflected in the growth of

a client's total net worth.

Benefits:

• On-site gym
• Opportunities for advancement
• Paid sick time
• Paid time off
• Retirement plan

Experience:

• Tax: 3 years (Preferred)

License/Certification:

• CPA (Preferred)
• Enrolled Agent License (Preferred)

Work Location: In person