Tax Preparer (Enrolled Agent)

Overview

This is an opportunity for a customer-first professional who seeks to build a career in our tax preparation division.

About Lifeline Tax Solutions

Lifeline Tax Solutions is a 5-star rated full-service tax resolution, tax preparation, and bookkeeping firm built for scale, accountability, and results.

We are a people-first, technology-forward organization serving thousands of clients nationwide. Your position will be supported by an extensive set of systems, workflows, and internal tools built to help you focus on what matters: delivering tax returns using a combination of client sourced and professionally prepared financial statements with a high level of customer service at scale.

Overview: Tax Preparer (Enrolled Agent) at Lifeline Tax Solutions

As a Tax Preparer at Lifeline Tax Solutions, your primary focus will be preparing a variety of tax returns covering personal, self-employed, and business (S-Corp, C-Corp, and Partnerships) tax matters. You’ll provide clients with proactive guidance, including estimated tax planning, entity structuring (such as S-Corp elections), and small business tax strategies.

Your role is key to ensuring clients stay compliant, informed, and financially well-positioned throughout the year. You will also need to be comfortable communicating with other preparers, tax resolution specialists and bookkeepers to facilitate resolution of prior-period return preparation, often for clients who have not filed in several years.

You must understand the Cohan rule and have a general understanding of IRM, IRC, and applicable state laws or willing to research when necessary.

We are looking for candidates who have balanced experience in tax preparation, bookkeeping, accounting, and/or some combination and want to help us scale. This role is for someone who is comfortable with preparing a large number of returns year-round and has experience doing so.

This position will focus primarily on tax return preparation but can include some assistance with bookkeeping and reconciliation at times for the right candidate.

About the Role

Minimum Requirements

• Ability to prepare accurate and timely individual and business tax returns (1040, 1120S, 1120, 1065, etc.)
• Understanding of prior-year tax filing obligations and ability to prepare and file tax returns for several outstanding tax years
• Review financial records, collect documentation, and ensure full compliance with federal and state tax laws
• Advise clients on quarterly estimated tax payments, S-Corp salary/distribution planning, and other strategic matters
• Ability to actively communicate effectively with clients on a rolling basis through multiple channels including appointments, SMS, email, etc.

Preferred Requirements

• 4-year college degree in Accounting, Finance, or similar field
• Strong knowledge of Form 940/941, state tax payroll obligations, and sales tax
• Familiarity with multi-state filings and history of experience meeting and communicating with clients efficiently
• Experience with Drake Software
• Bookkeeping, accounting, tax advisory and planning experience, particularly with small business owners and entrepreneurs
• Comfortable with Digits Accounting, QuickBooks, or Xero
• Comfortable with tracking return KPIs using weighted metrics and meeting or exceeding target deliverables at scale consistently.

What We’re Looking For

• Enrolled Agent (EA) Credential – Active and in good standing
• Minimum 3+ years of recent tax preparation experience
• Strong understanding of federal and state tax codes affecting individuals, small businesses, and pass-through entities
• Ability to clearly communicate tax concepts to clients with varying levels of financial literacy
• Tech-savvy and comfortable working with modern tax software, client portals, and collaborative tools including Drake Tax
• General understanding of tax resolution services including installment agreements, partial payments, Offers in Compromise, etc.
• Committed to high standards of accuracy, client care, and ethical practice

Why Join Lifeline

• Flexible, remote-friendly work environment
• Clear expectations, accountability, and advancement opportunities
• A professional culture that values expertise, efficiency, and ethical practice

Compensation & Benefits

• Salary: $49,500 - $59,500 per year (based on experience) plus multiple bonus opportunities
• Full benefits package including 401(k) with employer matching
• Comprehensive health, dental, and vision insurance with significant employer match
• Paid time off and flexible scheduling
• Remote work environment with company-provided laptop
• Employee assistance program and educational reimbursement
• Employee assistance program
• Advancement opportunities

Work Location: Remote

Pay: $49,500.00 - $59,500.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance
• Work from home

Application Question(s):

• How many 1040 Schedule C returns can you prepare in a week consistently?

Work Location: Remote