Enrolled Agent

Our company is growing! We are excited to be seeking an experienced and knowledgeable Enrolled Agent to join our Sebastian and Satellite Beach office teams. The successful candidate will have at least 2+ years' experience in tax preparation services, have a valid Enrolled Agent (EA) designation from the IRS, and a bachelor's degree in accounting, finance, or a related field (preferred).  As an Enrolled Agent on our team, you will be responsible for providing tax preparation and planning services to our clients. Your expertise in tax laws and regulations will be crucial in ensuring compliance and maximizing tax benefits for our clients.  We thrive on building great client relationships and helping them make informed decisions about their lives, businesses, and money year after year.   We would love to have you as a part of our team if you have the ability to perform in a fast-paced office environment, have a positive attitude, strong work ethic, and enjoy helping your community! 

Responsibilities: 

• Prepare and file federal, state, and local tax returns for individuals, businesses, and organizations 

• Conduct thorough reviews of client financial records to identify potential deductions, credits, and exemptions 

• Provide tax planning advice to clients to minimize their tax liabilities 

• Assist clients with tax audits and represent them before the IRS or other taxing authorities 

• Stay up-to-date with changes in tax laws and regulations to ensure accurate and compliant tax filings 

• Negotiate with Federal and State taxing authorities to resolve balances due and compliance issues 

• Collaborate with other professionals, such as accountants and financial advisors, to provide comprehensive financial solutions to clients 

• Maintain client confidentiality and adhere to ethical standards in all interactions 

Requirements: 

• Valid Enrolled Agent (EA) designation from the IRS 

• Bachelor's degree in accounting, finance, or a related field (preferred) 

• Strong knowledge of federal, state, and local tax laws and regulations 

• Proficiency in tax preparation software (e.g., Sage, QuickBooks) 

• Excellent analytical skills with the ability to interpret complex financial information 

• Experience in negotiating with Federal and State taxing authorities to resolve balances-due and compliance issues. 

• Attention to detail and accuracy in preparing tax returns and other financial documents 

• Strong communication skills to effectively interact with clients and explain complex tax concepts in simple terms 

• Ability to work independently and manage multiple client engagements simultaneously 

Skills: 

• Accounts Payable 

• Financial Auditing 

• Tax Resolution 

• QuickBooks 

• Private Equity 

• Sales 

• Regulatory reporting 

• Financial acumen 

• Account analysis 

We offer competitive compensation based on experience, skills and qualifications. 

Please send a current resume upon applying.