enrolled agent

Coverpanda

About CoverPanda ServicesCoverPanda Services is a fast-growing bookkeeping, accounting, and tax services firm built specifically for franchise businesses. We partner with franchisors as their preferred accounting vendor, giving their franchisees access to reliable, high-quality financial services from a team that understands the franchise model inside and out.Our founding partners own and operate multiple Crumbl locations generating over $12M in annual revenue, so we know what franchise operators need because we are franchise operators. We currently serve 100+ client units and are growing fast, with new franchisor partnerships fueling our pipeline every quarter.The RoleWe are hiring a Tax Manager to own the tax function at CoverPanda. This is a client-facing, hands-on role where you will prepare and review returns, meet directly with clients, and build out the tax side of the practice as we scale. You will report directly to one of our Founding Partners (CPA) and work alongside a growing team of accountants and bookkeepers.This is not a back-office role. You will be the face of our tax services to clients, building relationships, advising on their tax situation, and making sure everything is handled accurately and on time.What You Will Do- Prepare and review federal and state tax returns for small businesses (primarily franchise clients), including S-Corps, partnerships, and sole proprietors- Meet with clients directly to gather tax documents, answer questions, discuss their tax situation, and provide proactive guidance- Manage the full tax calendar (extensions, estimated payments, filing deadlines) across a growing client base of 100+ units- Handle IRS and state correspondence, notices, and representation as an Enrolled Agent- Hire, train, and oversee 1 to 2 seasonal tax preparers during filing season to handle volume- Collaborate with the Founding Partner/CPA on complex engagements and help develop tax advisory services as the practice grows- Identify opportunities to improve processes, reduce turnaround times, and increase client satisfactionWhat We Are Looking ForRequired:- Enrolled Agent (EA) designation, active and in good standing- 5+ years of experience preparing and reviewing small-business tax returns- Direct client-facing experience. You are comfortable leading meetings, explaining tax concepts in plain language, and building trust with business owners- Strong knowledge of S-Corp, partnership, and sole proprietor taxation- Experience with tax preparation software (ProConnect, Lacerte, Drake, UltraTax, or similar)- Ability to work independently and manage your own workload with minimal oversightNice to Have:- Experience managing or mentoring junior staff or seasonal preparers- Familiarity with QuickBooks Online (our primary bookkeeping platform)- Experience working with franchise businesses or multi-unit operators- CPA license (not required, EA is our primary credential for this role)Why CoverPanda?- You are not joining a machine. You are building the tax function from the ground up. This is a leadership role from day one.- Our franchise-focused model means predictable, recurring client relationships, not one-off engagements that disappear after April.- We are growing fast. The franchisor partnerships in our pipeline will push us well past 100 units this year, which means your impact and career growth here are real.- You will work directly with the founding partners, not through layers of management. Your ideas and expertise will shape how we deliver tax services.- We invest in our people. Professional development budget, clear career paths, and a culture that values ownership and autonomy.CoverPanda Services is an equal opportunity employer.Job Overview We are seeking a dynamic and detail-oriented Tax Manager with Enrolled Agent certification to lead our tax planning, compliance, and consulting efforts. In this pivotal role, you will leverage your extensive tax experience to navigate complex tax laws, optimize client outcomes, and ensure adherence to regulatory standards. Your expertise in various accounting disciplines and financial concepts will drive strategic initiatives and support our clients&rsquo; financial success. This position offers an exciting opportunity to work with a talented team dedicated to delivering exceptional tax solutions across diverse industries.Responsibilities<ul><li>Manage and oversee all aspects of tax preparation, planning, and compliance for individual, corporate, partnership, and trust clients.</li><li>Provide expert guidance on estate planning strategies, wills, trusts, and estate law to optimize client wealth transfer goals.</li><li>Conduct detailed financial analysis and interpret financial reports to identify tax-saving opportunities and ensure accuracy in tax filings.</li><li>Prepare and review complex tax returns using advanced accounting software such as QuickBooks, Xero, Sage, and other financial tools.</li><li>Ensure compliance with GAAP (Generally Accepted Accounting Principles), SOX (Sarbanes-Oxley Act), and other regulatory reporting requirements.</li><li>Collaborate with clients on mergers &amp; acquisitions, private equity transactions, and investment strategies while maintaining strict adherence to securities law.</li><li>Perform audits, account reconciliations, balance sheet reconciliations, and general ledger accounting to support accurate financial reporting.</li><li>Lead efforts in financial report writing and interpretation to communicate insights effectively to clients and stakeholders.</li><li>Support non-profit accounting initiatives by managing accounts payable, payroll processing, budgeting, and asset management activities.</li><li>Maintain up-to-date knowledge of tax laws related to LIHTC (Low-Income Housing Tax Credit), securities law, and other relevant regulations.</li></ul>Experience<ul><li>Proven experience in public accounting or corporate accounting roles with a strong focus on tax experience across various industries.</li><li>Demonstrated expertise in estate planning, wills, trusts &amp; estate law, and non-profit accounting practices.</li><li>Extensive knowledge of financial concepts including double entry bookkeeping, debits &amp; credits, financial statement preparation, analysis skills, and asset management.</li><li>Familiarity with accounting software such as QuickBooks, Sage, Xero, and other financial software platforms used for bookkeeping and financial analysis.</li><li>Experience working with SOX compliance procedures and regulatory reporting standards is highly desirable.</li><li>Strong analytical skills with the ability to interpret complex financial data accurately while maintaining attention to detail.</li><li>Ability to manage multiple priorities efficiently while providing exceptional client service in a fast-paced environment. Join us if you&rsquo;re passionate about leveraging your tax expertise to make a meaningful impact! We value energetic professionals who thrive on solving complex financial challenges while helping clients achieve their goals through innovative solutions rooted in deep technical knowledge.</li></ul>Pay: $80,000.00 - $110,000.00 per yearBenefits:<ul><li>Continuing education credits</li><li>Flexible schedule</li><li>Health insurance</li><li>Opportunities for advancement</li><li>Paid time off</li><li>Paid training</li><li>Professional development assistance</li><li>Work from home</li></ul>Application Question(s):<ul><li>How many small business tax returns did you prepare or review last filing season? Please describe your experience working directly with business owners on tax planning.</li></ul>Experience:<ul><li>tax preparation: 5 years (Required)</li></ul>License/Certification:<ul><li>Enrolled Agent (EA) designation (Required)</li></ul>Work Location: Hybrid remote in Orem, UT 84057

Tax Manager (Enrolled Agent)

American Wealth Advisers

Job Overview We are seeking a highly motivated and detail-oriented Certified Public Accountant (CPA) or Enrolled Agent to join our dynamic financial team. In this role, you will leverage your extensive accounting expertise to ensure accurate financial reporting, compliance with regulatory standards, and effective tax planning. This position offers an exciting opportunity to work across diverse areas such as corporate accounting, tax preparation, estate planning, and financial consulting, all within a collaborative and growth-oriented environment. CANIDATES MUST HOLD CPA or EA CREDENTIALS.Responsibilities<ul><li>Manage tax accounting processes, including preparation of tax returns for individuals and corporations, ensuring accuracy and adherence to current tax laws.</li><li>Review, audit and amend returns for local and federal accuracy.</li><li>Generate communication to client base on tax and accounting updates.</li><li>Conduct strategic research to assist clients with upcoming tax year strategies to minimize tax obligations.</li><li>Work closely with Wealth Team on tax analysis and family office clients.</li><li>Perform account reconciliations such as balance sheet reconciliation and general ledger reconciliation to maintain precise financial records.</li><li>Assist clients with estate planning strategies, wills, trusts, and estate law considerations to optimize their financial legacy.</li><li>Utilize accounting software like QuickBooks and other financial tools for bookkeeping, payroll processing, and financial report writing.</li><li>Support mergers &amp; acquisitions activities through due diligence analysis and</li><li>Prepare detailed financial reports interpreting complex data for management decision-making and regulatory reporting purposes.</li><li>Conduct analysis skills-driven reviews of accounts payable/receivable, budget variances, and investment portfolios to support strategic planning.</li></ul>Qualifications<ul><li>Certified Public Accountant (CPA) certification or Enrolled Agent credential is required.</li><li>Proven experience in public accounting or corporate accounting roles with a strong background in tax experience and technical accounting standards.</li><li>Deep knowledge of GAAP, securities law, non-profit accounting, and regulatory reporting requirements.</li><li>Proficiency with accounting software such as QuickBooks, LaCert or Proconnect, or similar platforms; familiarity with financial software is essential.</li><li>Strong understanding of financial analysis techniques including financial statement interpretation and account analysis.</li><li>Experience in estate planning, wills &amp; trusts law, private equity, or asset management is a plus.</li><li>Exceptional attention to detail combined with the ability to interpret complex financial data accurately.</li><li>Strong communication skills for preparing comprehensive financial reports and collaborating with clients or team members effectively. Join us if you&rsquo;re passionate about leveraging your CPA or Enrolled Agent expertise to make a meaningful impact through innovative financial solutions!</li></ul>Pay: $75,000.00 - $85,000.00 per yearBenefits:<ul><li>Continuing education credits</li><li>License reimbursement</li><li>Paid sick time</li><li>Paid time off</li><li>Professional development assistance</li></ul>Work Location: In person

Certified Public Accountant (CPA) or Enrolled Agent

HHL Wealth Advisors Group

HHL Advisors Group is a fast-growing boutique CPA firm dedicated to providing comprehensive accounting, tax, and financial advisory services to small businesses and entrepreneurs. Our firm prides itself on delivering high-quality, client-focused service while fostering a professional and collaborative work environment.Responsibilities: As a Tax Advisor, you will work closely with senior management to support our diverse client base. Your role will focus on:<ul><li>Tax Preparation: Prepare federal and state returns for corporations, partnerships, trusts and individuals in an effective and timely fashion using tax software, may include assistance in quarter payroll tax reports and bookkeeping</li><li>Accounting Support: Assist with quarterly payroll tax reports and bookkeeping tasks as needed.</li><li>Tax Planning Support: Analyze and develop customized tax strategies using our advanced tax planning software for new and existing clients</li><li>Research: Perform tax research projects accurately and efficiently; assist with IRS and state tax audits</li><li>Client Communication: Communicate clearly with clients (verbally and in writing) in both English and Mandarin to gather information and provide status updates.</li><li>Teamwork: Show initiative, manage client projects, tax deadlines, and work as a team player at all levels</li><li>Professional Development: Stay up to date with tax changes and maintain continuing education requirements to grow into a senior advisory role.</li></ul>Requirements<ul><li>Education: Bachelor&rsquo;s or Master&rsquo;s degree in Accounting or Taxation is required.</li><li>Experience: Minimum 2 years of experience in tax preparation or public accounting.</li><li>Language: Bilingual in Chinese Mandarin (Required for client communication).</li><li>Software: Proficient in Microsoft Word and Excel. Experience with Drake, UltraTax, or QuickBooks is a significant plus.</li><li>License: EA (Enrolled Agent) or CPA candidate is highly preferred.</li></ul>Benefits &amp; Perks<ul><li>Hybrid Work: Flexible schedule and remote work options.</li><li>Health Insurance: Comprehensive medical coverage.</li><li>401(k) Matching: Retirement savings plan with company matching.</li><li>Visa Sponsorship: Available for qualified candidates.</li><li>Professional Support: Continuing education (CPE) credits and license reimbursement.</li><li>Family Leave: Paid leave for family-related needs.</li></ul>Job Type: Full-timePay: $65,000.00 - $80,000.00 per yearBenefits:<ul><li>401(k) matching</li><li>Continuing education credits</li><li>Family leave</li><li>Flexible schedule</li><li>Health insurance</li><li>License reimbursement</li><li>Visa sponsorship</li></ul>Experience:<ul><li>Tax: 2 years (Preferred)</li></ul>Language:<ul><li>Chinese (Required)</li></ul>License/Certification:<ul><li>Enrolled Agent (Preferred)</li></ul>Work Location: Hybrid remote in Flushing, NY 11354

Bilingual Tax Advisor - Queens office

Legacy Accounting CPA, PLLC

Overview&quot;Burned out from public accounting? Flexible Seasonal CPA Role (no year-round grind)We are seeking an experienced CPA or Enrolled Agent who is looking for:<ul><li>Part-time to full-time work during tax seasons, and</li><li>Part-time, flexible work during the off-season</li></ul>This role is ideal for a seasoned professional who wants to stay engaged in public accounting without the grind of a traditional full-time year-round role.Responsibilities<ul><li>Prepare and review individual, partnership, and S corporation tax returns</li><li>Review bookkeeping and general ledger activity for accuracy</li><li>Review payroll reports and filings</li><li>Identify errors, inconsistencies, and tax-saving opportunities</li><li>Assist with client questions and technical tax matters</li><li>Provide light advisory input where applicable</li></ul>Qualifications<ul><li>CPA or EA designation required</li><li>5-10+ years of public accounting experience preferred</li><li>Strong tax review skills (1040, 1065, 1041, 1120S, 1120)</li><li>Comfortable reviewing bookkeeping and payroll work</li><li>Experience with UltraTax CS or similar software preferred</li><li>Detail-oriented and able to work independently</li><li>Values flexibility but still meets deadlines</li></ul>Pay: $30.00 - $55.00 per hourBenefits:<ul><li>Work from home</li></ul>Work Location: Remote

TAX ASSOCIATE / STAFF ACCOUNTANT (FLEXIBLE/SEASONAL)

Stevenson CPA LLC

If you are an accountant ready use your tax, 990 preparation and leadership skills, knowledge and experience to deliver excellent accounting customer service to a portfolio of nonprofit clientele, we&rsquo;d love for you to join our team. NPO Accountants strives to be the accounting firm that people want to work for, and nonprofit organizations want to work with.Successful team members align with our firm&rsquo;s core values of efficiency, accuracy, initiative and ownership while exemplifying professional standards and the ongoing pursuit of knowledge.NPO Accountants works exclusively with nonprofit organizations providing accurate accounting expertise in order to support the nonprofit community to further serve their missions.This is a part-time, Nonprofit Tax Team Lead position averaging 15-20 hours per week.Requirements<ul><li>CPA or Enrolled Agent</li><li>3+ years solid experience preparing IRS forms 990 and 990EZ</li><li>Able to prepare a 990 from start to finish with little or no guidance</li><li>Home office with full remote functionality (dedicated office, computer, internet, phone)</li><li>Proficiency skills in various daily use software such as Word, Excel, Adobe Acrobat</li><li>Experience using a variety of cloud-based systems</li><li>Looking for a position with the intention to build a career in accounting</li><li>Able to adhere to a set work schedule within firm hours (9-5) to be available for clients and team</li><li>Bachelor&rsquo;s degree in accounting or business</li></ul>Ideal Candidate<ul><li>Effective leadership skills</li><li>Multi-client experience</li><li>Nonprofit accounting experience</li><li>Enjoys problem solving &amp; supporting clients</li><li>Has an eye for aesthetics &amp; an attention to details</li><li>Takes initiative and thrives in a hands-off environment</li><li>Learns and adapts quickly</li><li>Can see opportunity in challenges</li><li>Possesses resourcefulness that includes knowing where to look and when to ask for help</li><li>Values development and is hungry to persistently learn more, do more and grow</li><li>Collaborative approach with internal team members and clients</li><li>Willing to participate in 20 hours or more of CPEs each year (at least 8 related to 990)</li></ul>Day-to-day Expectations<ul><li>Lead the 990 team (currently yourself and one other part-time tax accountant)</li><li>Prepare for and lead a weekly team meeting</li><li>Manage a portfolio of 990 clients with various levels of complexity</li><li>Use project management software (Karbon) to organize work, emails, time budgets and tracking, internal and external communications</li><li>Use Teams to communicate with various other firm staff</li><li>Use Excel to prepare client questionnaires</li><li>Use Excel to gather and prepare information need to input into the forms</li><li>Use special tax software (mytaxprepoffice) to input 990 data into</li><li>Review own work and work of other to identify errors or omissions</li><li>Complete work accurately and within established time budgets</li><li>Communicate effectively with internal team and clients</li><li>Provide a high-level of client care which includes being attentive and timely</li><li>Presentable appearance &amp; background for virtual meetings with team and clients</li><li>Positive attitude with team and clients</li><li>Update and/or implement new processes for continued growth and improvement</li><li>Along with one other 990 staff person, expected to be able to complete approximately 40 - 45 full 990s per year and an additional 5 - 6 990EZs total</li></ul>Growth Opportunities<ul><li>Actively participate in 990 department process improvement conversations with team and firm partner</li><li>Take responsibility for professional growth opportunities</li><li>Consistently exceeds client and supervisor expectations</li><li>Position may grow to full-time for the right candidate</li><li>Focus on growth goals and able to accomplish goals each quarter</li></ul>Compensation &amp; Benefits<ul><li>$30,000 annual salary</li><li>$200 monthly stipend for qualifying technology expenses such as internet and cell phone</li><li>Paid time off including vacation, sick &amp; holiday</li><li>401K with employer match up to 6% of salary (90-day waiting period)</li><li>Total annual compensation = $34,200 (salary plus stipend plus employer match)</li></ul>Firm Participation &amp; TravelAll team members have a set work schedule within firm hours of 9am &ndash; 5pm to be available for our clients. The position is fully remote. There may be annual or semi-annual opportunities to gather with the rest of the firm&rsquo;s team.About the FirmNPO Accountants is a for profit accounting firm that works exclusively with nonprofit organizations. The firm is led by Lisa Stevenson, MBA, CPA and Kristyn Kozar, MAcc, CPA. The firm provides general bookkeeping and accounting, prepares 990s and offers a variety of other consulting such as audit preparation, customized training, financial assessments, writing or updating policies and procedures, designing internal controls. Our firm supports an environment of diversity, equity and inclusion.Pay: $30,000.00 per yearBenefits:<ul><li>401(k)</li><li>Work from home</li></ul>Application Question(s):<ul><li>Are you a CPA or Enrolled Agent? (Indicate which)</li><li>Are you able to prepare a 990 from start to finish with little or no guidance? (YES/NO)</li><li>Do you have a home office with full remote functionality? (YES/NO)</li><li>Are you able to adhere to a set work schedule within firm hours (9-5) to be available for clients and team? (YES/NO)</li></ul>Education:<ul><li>Bachelor's (Required)</li></ul>Experience:<ul><li>Preparing IRS forms 990 and 990EZ: 3 years (Preferred)</li></ul>Work Location: Remote

Part-Time 990 Accountant

Frontier Tax Consulting

Senior/Mid-Level Accountant (Bilingual Chinese/English)Location: Diamond Bar, CA (In-Office)Pay: Start from $27.00 per hour DOEFirm Type: Full-Service Public AccountingAbout UsWe are a modern, tech-forward accounting firm located in Diamond Bar. Unlike traditional firms, we leverage the latest apps and technology to maximize efficiency and provide top-tier service to our clients. We are a small, dedicated team looking for a proactive professional to grow with us.The RoleWe are seeking a detail-oriented Accountant with 2&ndash;3 years of public accounting experience. You will play a key role in managing client accounts, preparing complex tax returns, and ensuring our workflow remains efficient and accurate. This is a position for someone who thinks ahead and takes ownership of their work rather than waiting for step-by-step instructions.Key Responsibilities<ul><li>Tax Preparation &amp; Review: Prepare and review individual and business tax returns （1065, 1120, 1120S, 5472, etc..) . You should be comfortable auditing your own work and potentially reviewing the work of staff.</li><li>Full-Cycle Accounting: Manage bookkeeping, payroll, and the preparation of detailed work papers.</li><li>Client Communication: Act as a primary point of contact for our client base, the majority of whom are Chinese-speaking.</li><li>IRS Correspondence: Assist in communicating with the IRS and other tax authorities on behalf of clients.</li></ul>Qualifications<ul><li>Experience: 2&ndash;3 years in public accounting is required.</li><li>Software: Prior experience with Lacerte is preferred.</li><li>Language: Must be fully bilingual (Chinese and English) with professional proficiency in both verbal and written communication.</li><li>Mindset: Highly proactive, detail-oriented, and comfortable working in a fast-paced, tech-driven environment.</li><li>Certification (A Plus): Current candidates for CPA or Enrolled Agent (EA) licensure are highly encouraged to apply and will stand out.</li></ul>Benefits (Post-Probation)<ul><li>401(k) retirement plan.</li><li>Monthly medical stipend.</li><li>A tech-savvy, supportive work environment with opportunities for professional growth.</li></ul>How to Apply: Please submit your resume and a brief cover letter highlighting your experience in public accounting and your bilingual proficiency.Job Types: Full-time, Part-timePay: From $27.00 per hourBenefits:<ul><li>401(k)</li><li>401(k) 3% Match</li><li>On-the-job training</li><li>Paid time off</li><li>Retirement plan</li></ul>Education:<ul><li>Associate (Preferred)</li></ul>Experience:<ul><li>PUBLIC accounting or tax: 1 year (Required)</li><li>work: 2 years (Required)</li></ul>Language:<ul><li>and write Chinese (Required)</li></ul>License/Certification:<ul><li>Accounting degree, CPA, or EA license? (Required)</li></ul>Work Location: In person

Bilingual Staff Accountant

Nuance Financial Tax & Accounting

We&rsquo;re Not Your Typical Accounting FirmAt Nuance Financial LLC, we believe in deep client relationships, proactive communication, year-round strategic tax planning, and a collaborative team culture. We genuinely enjoy working with our clients&mdash;and with each other.We&rsquo;re currently hiring a Tax and Accounting Professional to lead the development and oversight of comprehensive tax plans for our small business clients. In this role, you&rsquo;ll also support our accounting team to ensure accurate, real-time financial reporting&mdash;because great bookkeeping is the foundation of effective, proactive tax strategy.This is a full-time, remote position with a stable, process-driven, people-first team.What You&rsquo;ll Do:<ul><li>Develop and implement comprehensive tax plans for small business clients</li><li>Clearly communicate tax strategies and oversee their execution throughout the year</li><li>Deliver proactive tax insights, real-time financial guidance, and long-term planning to help clients maximize cash flow and minimize taxes</li><li>Review tax returns (1040, 1065, 1120S) and manage tax workflows year-round&mdash;not just during &ldquo;tax season&rdquo;</li><li>Collaborate with and support staff accountants to ensure financial accuracy and consistency</li><li>Review client financials in QuickBooks Online to ensure alignment with tax planning strategies</li><li>Lead client meetings and build lasting relationships based on trust, clarity, and value</li><li>Monitor tax plans, estimated payments, and financial reporting on an ongoing basis</li></ul>You&rsquo;re a potential Fit If You:<ul><li>Are a CPA or EA with 5+ years of experience in accounting and tax</li><li>Have strong technical skills in reviewing both business and individual tax returns</li><li>Are confident, personable, and passionate about helping small businesses thrive</li><li>Excel in a structured, systems-based work environment</li><li>Enjoy collaborating with others and sharing your knowledge</li><li>Are tech-savvy and proficient with tools such as QuickBooks Online, G Suite, Microsoft Office, Gusto, ADP, Jetpack, SmartVault, UltraTax, Lacerte, and more</li></ul>Why You&rsquo;ll Love Working Here:<ul><li>Competitive salary with performance-based incentives</li><li>Proven systems and processes that support accuracy, efficiency, and client satisfaction</li><li>A positive, respectful team culture centered on collaboration and professional growth</li><li>Clients who genuinely value your expertise and the impact you provide</li></ul>Compensation and Benefits:<ul><li>Base Salary: $80,000 &ndash; $160,000 (depending on experience) + performance-based bonuses</li><li>Health Benefits: Medical, dental, and vision insurance</li><li>Retirement: 401(k) with company match</li><li>Time Off: Paid holidays + generous PTO</li><li>Professional Development: Ongoing education, training, and growth opportunities</li></ul>Bonus Points If You:<ul><li>Have experience working with real estate or trade-related businesses (e.g., construction, HVAC, landscaping, rental property, home building)</li><li>Understand cost segregation studies, like-kind exchanges, grouping elections, real estate material participation rules, and related tax strategies</li><li>Know how to evaluate and recommend retirement plan options (e.g., SEP IRA, SIMPLE IRA, Solo 401(k), Cash Balance Plans) based on client needs</li><li>Are confident leading strategic planning conversations with clients</li><li>Enjoy building long-term client relationships&mdash;not just preparing returns</li></ul>At Nuance Financial LLC, we help small businesses win &mdash; and we make sure our team members win too.Job Type: Full-timePay: $80,000.00 - $160,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li><li>Work from home</li></ul>Work Location: Remote

Tax and Accounting Professional

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