Enrolled Agent

Gradient Financial Group; Arden Hills (MN); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

PTO

Paid holidays

Volunteer time off (VTO)

Professional development

Job summary

Gradient Financial Group is seeking an Enrolled Agent to join the Tax Central team. You will provide tax planning, preparation, and advisory services to Financial Services Professionals and their clients across the country.

You will review returns, develop planning strategies, and stay current on federal and state tax changes, frequently collaborating with advisors to drive compliant, proactive outcomes.

Qualifications

• Active Enrolled Agent (EA) in good standing with the IRS.
• 3–7 years of hands-on tax planning, preparation, and advisory work.
• Experience preparing and reviewing complex individual, business, trust, and estate tax returns.
• Experience with tax software (CCH preferred).
• Strong knowledge of federal and state tax laws and planning strategies.
• Ability to research complex issues and communicate practical recommendations.

Responsibilities

• Provide tax expertise and guidance to Financial Services Professionals nationwide.
• Review client tax returns to identify errors and opportunities.
• Prepare and review individual, business, and fiduciary returns.
• Research complex tax issues and communicate practical recommendations.
• Develop tax planning strategies to minimize tax liability while ensuring compliance.
• Create tax resources, training materials, and best practices for advisors.
• Stay current on federal/state tax law changes and share updates with teams.
• Represent clients before the IRS when needed.

Skills

Enrolled Agent

Tax planning

Tax preparation

Tax advisory

Research skills

Communication

Automation awareness

Tools

CCH software

Job description

Are you an Enrolled Agent with a strong tax background and an entrepreneurial mindset? If you enjoy tax planning, collaborating with financial advisors, and using technology to drive efficiency and accuracy, this could be a great opportunity to join Gradient's growing Tax Central team. As an Enrolled Agent, you'll serve as a trusted tax resource for Financial Services Professionals across the country, helping identify tax planning opportunities, prepare and review returns, and deliver practical guidance that supports better client outcomes.

Gradient Financial Group is a financial services organization with twelve specialized entities, including Tax Central, which provides tax planning, preparation, and advisory support to Financial Services Professionals and their clients nationwide.

What You’ll Do

• Provide tax expertise and guidance to Financial Services Professionals, serving as a trusted resource for federal and state tax questions.
• Review and analyze client tax returns to identify errors, missed opportunities, and proactive tax planning strategies.
• Prepare and review individual, business, and fiduciary tax returns for Financial Services Professionals and their clients.
• Research complex tax issues and communicate clear, practical recommendations to support client planning.
• Develop tax planning strategies that help clients minimize tax liability while remaining compliant with current tax laws.
• Create clear, actionable tax resources, training materials, and best practices to help Financial Services Professionals confidently advise their clients.
• Stay current on federal and state tax law changes and communicate relevant updates to internal teams and advisors.
• Represent clients before the IRS, when needed, regarding notices, examinations, and other tax matters.

What you Bring

• 3–7 years of hands-on experience providing individual and/or business tax planning, preparation, and advisory services to clients. Required
• Active Enrolled Agent (EA) credential in good standing with the IRS. Required
• Experience preparing and reviewing complex individual, business, trust, and estate tax returns.
• Experience working with tax software (CCH preferred).
• Strong knowledge of federal and state tax laws, regulations, and tax planning strategies.
• Ability to research and interpret complex tax issues and communicate practical recommendations.
• Leverage technology and automation to streamline workflows, enhance accuracy, and prioritize strategic analysis over manual data entry.
• Excellent written and verbal communication skills, with the ability to effectively support Financial Services Professionals across the United States.
• Strong attention to detail, organizational skills, and the ability to manage multiple priorities in a fast-paced environment.
• Experience representing taxpayers before the IRS in audits, notices, and other tax matters is a plus.
• Competitive compensation and comprehensive benefits
• 4 weeks of accrued PTO, plus 9 paid holidays
• Medical, dental, vision, life insurance, and 401(k)
• 8 hours of paid volunteer time off (VTO)
• Ongoing professional development and training
• A collaborative team that values expertise, initiative, and growth

Why You’ll Love Working Here

At Gradient, we set high expectations, but we back them with support, collaboration, and opportunities to grow. If you’re positive, driven, and enjoy working alongside motivated teammates, you’ll feel right at home. Check out more amazing opportunities here: https://www.careers.gradientfinancialgroup.com/