Enrolled Agent
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Job Summary
To support a new team remotely, an experienced Enrolled Agent will manage client communication and administrative tasks while preparing and reviewing individual and business tax returns.
Key responsibilities
- Prepare and review individual and business tax returns (1040, 1120)
- Collect, organize, and review client documents for accurate filings
- Serve as a client point of contact, answering questions and following up on missing items
Required qualifications
- Active Enrolled Agent credential
- 1+ years of tax preparation experience
- Proficiency with tax software and CRM, specifically CCH Axcess and Microsoft Dynamics
- A dedicated work office with a door that closes for remote work
Complete Job Description
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