Enrolled Agent / Tax Resolution Specialist

We are seeking a experienced Enrolled Agents to join our dynamic and growing tax and accounting firm. This role is ideal for someone who can handle both tax preparation and tax resolution matters. The right candidate should be able to prepare tax returns from start to finish, work independently, and assist with IRS and Franchise Tax Board issues.

We are looking for a reliable professional who values accuracy, client service, and accountability. This may be a strong fit for an experienced EA or semi-retired tax professional looking for steady part-time work in a professional office environment.

As a Enrolled Agent with us, you will be responsible for managing the entire tax return process from start to finish. Youll work with a diverse range of clients, including individuals, corporations, partnerships, fiduciaries, and non-profit organizations. Your ability to handle complex financial situations and bring them all the way to a completed tax return is crucial.

Key Responsibilities:

- Prepare and file federal, state, and local tax returns for individuals, corporations, partnerships, fiduciaries, nonprofits, and other entities
- Review client documents, financial records, income statements, and supporting tax documentation
- Utilize accounting software, including Lacerte and QuickBooks, to accurately complete and submit tax returns.
- Communicate with the IRS and Franchise Tax Board to assist with installment agreements, offers in compromise, penalty abatements, currently not collectible status, and other tax resolution matters

Qualifications:

- Enrolled Agent in good standing
- 3+ years of experience with various tax entities, including Individual, Corporate, Partnerships, Fiduciary, and Non-profits.
- Strong written and verbal communication skills
- Tax resolution or tax representation experience strongly preferred
- Strong technical proficiency in accounting and tax preparation software; particularly Lacerte, Pro Connect and QuickBooks (Desktop/Online)