Tax Professional (EA)

Key Responsibilities

• Tax Preparation & Compliance
• Prepare and review individual and business tax returns, including Forms 1040, 1120S, 1065, and other applicable federal and state tax filings.
• Ensure tax returns are completed accurately, timely, and in compliance with current tax laws and regulations.
• Maintain organized tax documentation and supporting workpapers.
• Tax Research & Advisory
• Research federal and state tax regulations to resolve complex tax issues.
• Provide clients with clear explanations and practical guidance regarding tax matters.
• Support year-round tax planning initiatives to identify tax-saving opportunities for individuals and businesses.
• Affiliate in developing proactive tax strategies that align with clients' financial goals.
• Client Relationship Management
• Communicate directly with clients to gather financial information and resolve tax-related questions.
• Build and maintain strong client relationships through responsive, professional service.
• Collaborate with internal team members to ensure a seamless client experience.
• Systems & Workflow Management
• Utilize professional tax preparation software and accounting platforms, such as Drake Tax, QuickBooks Online, or similar applications.
• Effectively manage multiple tax engagements while meeting deadlines during peak and non-peak tax seasons.
• Maintain accurate records and ensure adherence to internal quality standards.

Qualifications

• Required:
• Active Enrolled Agent (EA) credential or CPA license.
• Minimum 2 years of professional tax preparation experience.
• Experience preparing both individual and business tax returns.
• Strong understanding of federal and state tax regulations.
• Ability to independently manage tax engagements from preparation through completion.
• Excellent analytical, organizational, and problem-solving skills.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office and tax preparation software.
• PREFERRED:
• Experience with Drake Tax, QuickBooks Online, or comparable tax and accounting software.
• Experience providing tax planning and advisory services to small businesses.
• Public accounting firm experience.
• Ability to manage multiple priorities in a deadline-driven environment.

Work Environment

• Hybrid work schedule combining remote work with scheduled in-office collaboration.
• Professional public accounting environment serving individuals and business clients.
• Opportunity to work closely with experienced tax professionals while supporting a growing client portfolio.
• Collaborative culture focused on client service, continuous learning, and professional development.