Enrolled Agent

Wealth Management Accounting; Fort Wayne (IN); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

QSEHRA health plan

Simple IRA match

Holiday and vacation after 90 days

Continuing education support

Friendly, collaborative culture

Job summary

ProTax Wealth Management Accounting, based in Fort Wayne, IN, seeks a full-time Enrolled Agent to join our small, client-focused firm. You will prepare and review a range of tax returns and provide proactive tax planning while ensuring compliance with federal and state laws.

Ideal candidates have 3+ years of tax experience in a public accounting or tax firm environment, and hold an active EA license. Hybrid work options may be available; we value accuracy, discretion, and ongoing professional

Qualifications

• Active EA license required.
• 3+ years tax preparation in public accounting or tax firm.
• Proficiency with QuickBooks and tax software (ATX, Lacerte, Drake, UltraTax).
• Strong knowledge of federal and state tax codes, forms, and filing requirements.
• Excellent communication, organizational, and analytical skills.

Responsibilities

• Prepare and review individual, corporate, partnership, and fiduciary tax returns.
• Research complex tax issues and ensure regulatory compliance.
• Provide proactive tax planning and advisory services to clients.
• Communicate with clients to collect information and resolve discrepancies.
• Assist with IRS and state correspondence or audits as needed.
• Collaborate with team to ensure efficient workflow and client satisfaction.
• Maintain confidentiality and uphold professional ethics in all client interactions.

Skills

Tax prep

Client service

Communication

Analytical skills

Education

Active Enrolled Agent (EA) license

Tools

QuickBooks

ATX

Lacerte

Drake

UltraTax

Job description

ProTax Wealth Management Accounting

Job Title: Enrolled Agent (EA) – Full-Time

Location: Fort Wayne, Indiana

Employment Type: Full-Time

Reports To: Firm Owner

About Us

We are a well-established small tax and accounting firm committed to delivering personalized, high-quality service to individuals and small businesses. Our team values professionalism, accuracy, and long-term client relationships built on trust. As a growing firm, we provide a supportive environment where your expertise and input are valued, and where you can make a meaningful impact.

Position Overview

We are seeking a knowledgeable and detail-oriented Enrolled Agent with strong tax preparation and client service experience to join our team full-time. The ideal candidate will be skilled in preparing and reviewing a wide range of tax returns, providing tax planning guidance, and maintaining compliance with federal and state tax laws. This is an excellent opportunity for a motivated professional who enjoys working in a collaborative small-firm environment.

Key Responsibilities

• Prepare and review individual, corporate, partnership, and fiduciary tax returns.
• Research complex tax issues and ensure compliance with current tax regulations.
• Provide proactive tax planning and advisory services to clients.
• Communicate with clients to collect information, resolve discrepancies, and discuss results.
• Assist with IRS and state correspondence or audit responses as needed.
• Collaborate with other team members to ensure efficient workflow and client satisfaction.
• Maintain confidentiality and uphold professional ethics in all client interactions.

Qualifications

• Active Enrolled Agent (EA) license required.
• Minimum 3 years of tax preparation experience in a public accounting or tax firm environment.
• Proficiency with QuickBooks and tax software (e.g., ATX, Lacerte, Drake, or UltraTax).
• Strong knowledge of federal and state tax codes, forms, and filing requirements.
• Excellent communication, organizational, and analytical skills.
• Ability to manage multiple clients and meet filing deadlines.
• Commitment to continuous learning and staying updated on tax law changes.

Work Environment & Schedule

• Full-time, year-round position.
• Standard business hours, with additional hours during tax season.
• Flexible scheduling or hybrid work options may be available for the right candidate.

Compensation and Benefits

• Competitive salary based on experience and credentials.
• Paid holiday and vacation after 90 days
• QSEHRA health plan
• Simple IRA match
• Continuing education and professional development support.
• Friendly, collaborative work culture with opportunities for growth.