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Ea Financial Jobs in Raleigh, NC (NOW HIRING)

UNC-Chapel Hill

Senior IT Business Analyst

Chapel Hill, NC

$73K - $97K/yr

Posting Information Department ITS - EA-Connect Carolina-603000 Career Area Information Technology ... finance, human resources and payroll pieces and student administration. Position Summary This ...

Cerity Partners

Senior Tax Associate

Raleigh, NC · On-site

$79K - $98K/yr

Candidates with an active CPA or EA designation are encouraged to apply. Primary Responsibilities ... Bachelor's Degree required. (Finance or Accounting majors preferred) * Proficiency in UltraTax tax ...

Ceritypartners

Senior Tax Associate

Raleigh, NC

$79K - $98K/yr

Candidates with an active CPA or EA designation are encouraged to apply. Primary Responsibilities ... Bachelor's Degree required. (Finance or Accounting majors preferred) * Proficiency inUltraTax tax ...

Siemens

Project Manager - Data Centers

Raleigh, NC · On-site

$50.25 - $68/hr

The Electrification and Automation (EA) Business Unit offers the full range of energy distribution ... Financial Leadership: Track project budget, schedule completion, and perform monthly revenue ...

AAA - Auto Club Group

Be Seen First

AAA - Insurance Agency Owner

Raleigh, NC · On-site

The EA model is designed to serve the needs of our members. There is much thought, data, and ... Must be able to pass background check-criminal history and credit/financial check Products include:

Siemens

Associate Project Manager

Raleigh, NC · On-site

This role will work within the Siemens SI EA business unit and will support products such as ... financial aspects. * Drive support with the Customer Care team in creating use cases to assure ...

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All JobsEa Financial JobsEa Financial Jobs in Raleigh, NC

Ea Financial information

See Raleigh, NC salary details

$10

$22

$39

How much do ea financial jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for ea financial in Raleigh, NC is $22.70, according to ZipRecruiter salary data. Most workers in this role earn between $17.74 and $25.48 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Executive Assistant in a financial setting?

To thrive as an Executive Assistant in finance, you need strong organizational skills, attention to detail, and a background in business administration or finance. Familiarity with financial software (like Excel, QuickBooks, or Bloomberg Terminal), calendar management tools, and often certification such as CAP or MOS is valuable. Excellent communication, discretion, and proactive problem-solving set top performers apart in this role. These skills enable efficient executive support, accurate financial coordination, and confidentiality in a high-stakes, fast-paced environment.

How does an EA Financial typically collaborate with executives and finance teams to support organizational goals?

An EA Financial professional often acts as a bridge between senior executives and the finance department, managing schedules, preparing financial reports, and facilitating communication among stakeholders. They support budgeting, expense tracking, and may coordinate meetings where financial strategies are discussed. This role requires strong organizational skills, discretion with sensitive data, and the ability to prioritize tasks in a fast-paced environment. Collaboration is key, as EA Financial professionals regularly liaise with team members across departments to ensure alignment on financial objectives and deadlines.

What is the difference between Ea Financial vs Financial Advisor?

AspectEa FinancialFinancial Advisor
CredentialsMay require specific certifications like Series 7, Series 66, or CFP depending on services offeredTypically requires CFP, Series 7, Series 66, or similar certifications
Work EnvironmentOften works within financial firms, banks, or as independent consultantsWorks in banks, financial planning firms, or independently with clients
Industry UsageCommonly used in financial services, investment firms, and bankingWidely used across financial planning, investment advising, and wealth management

Both Ea Financial and Financial Advisor roles involve financial planning and investment advice, often requiring similar certifications. However, Ea Financial may focus more on specific financial products or services within certain firms, while Financial Advisors typically provide comprehensive financial planning to individual clients. The roles overlap significantly, but the context and scope can differ based on employer and specialization.

What is an EA Financial?

EA Financial professionals typically refer to individuals who work in financial roles within companies or organizations, focusing on providing expert advice, managing financial records, and ensuring compliance with financial regulations. The 'EA' can stand for Enrolled Agent, a tax advisor certified by the IRS, or it may refer to other financial professionals working in executive assistant or financial analyst roles. These professionals are responsible for preparing tax returns, representing clients before the IRS, analyzing financial data, and supporting financial decision-making. Their expertise helps organizations maintain accurate financial records and adhere to relevant laws and regulations.
What are popular job titles related to Ea Financial jobs in Raleigh, NC? For Ea Financial jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Ea Financial jobs in Raleigh, NC look for? The top searched job categories for Ea Financial jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Ea Financial jobs? Cities near Raleigh, NC with the most Ea Financial job openings:
Ea Financial jobs near you
Infographic showing various Ea Financial job openings in Raleigh, NC as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $47,220 per year, or $22.7 per hour.

Tax Specialist - Financial Planning Firm

Strategic Retirement Solutions, Inc.

Durham, NC • On-site

$70K - $80K/yr

Full-time

Retirement, PTO

Re-posted 25 days ago

Job description

Position Overview

We are seeking a knowledgeable and detail-oriented Tax Preparer to join our team. This person will work closely with our advisors and clients to provide year-round tax advice, prepare and file individual and small business tax returns, and contribute to integrated financial planning strategies.

Key Responsibilities

  • Prepare and file federal and state income tax returns for individuals and small business clients.
  • Analyze financial data to identify potential tax savings and strategies.
  • Provide tax planning guidance that aligns with clients’ retirement and investment goals.
  • Communicate with clients directly to gather tax documents and provide updates.
  • Stay up-to-date with tax law changes and their implications for our clients.
  • Collaborate with financial advisors to provide holistic, forward-looking financial advice.
  • Maintain accurate records and ensure compliance with all tax reporting requirements.

Qualifications

  • Proven experience as a tax preparer (3+ years preferred).
  • CPA or Enrolled Agent (EA) designation strongly preferred.
  • Strong knowledge of IRS regulations and tax laws.
  • Experience with tax preparation software (e.g., Drake, Lacerte, UltraTax, etc.).
  • Excellent interpersonal and communication skills.
  • Detail-oriented with strong organizational skills.
  • Ability to work independently and as part of a team in a client-focused environment.

Why Join Us?

  • Be part of a respected and growing financial advisory firm.
  • Make a meaningful impact in clients' lives by integrating tax strategy with retirement planning.
  • Work in a collaborative and supportive team environment.
  • Access to professional development and continuing education opportunities.
  • Competitive compensation, health benefits, and potential for flexible/hybrid work arrangements.

Company Description

Strategic Retirement Solutions is a client-focused financial advisory firm managing over $230 million in assets for 930+ clients. We specialize in retirement and investment planning — and we’re growing!