Enrolled Agent

Whalen Group Inc; Las Vegas (NV); On-site; USD 85,000 - 120,000; Full time

Job summary

Whalen Group Inc. is seeking an experienced Enrolled Agent to manage a client base and provide comprehensive tax preparation, planning, accounting, and advisory services year-round.

The role requires independently evaluating complex tax matters for individuals, businesses, and nonprofits in a fast-paced environment. Ideal candidates hold an Active Enrolled Agent credential and have strong knowledge of federal tax law, with experience handling Form 1040, 1120, 1120-S, 990, and 709.

Qualifications

• Active Enrolled Agent credential in good standing.
• Extensive knowledge of federal tax law and filing requirements.
• Experience preparing Forms 1040, 1120, 1120-S, 990, and 709.
• Experience handling multistate returns and complex tax matters preferred.
• Strong accounting knowledge and ability to analyze financial statements.

Responsibilities

• Prepare and review federal and state tax returns with emphasis on 1040, 1120, 1120-S, 990, and 709.
• Manage an assigned portfolio of individual and business clients.
• Research and apply current federal and state tax laws.
• Identify tax planning opportunities and advise on tax-efficient strategies.
• Respond to IRS/state notices and assist with tax resolution.
• Provide accounting, tax planning, and advisory services year-round.
• Communicate complex tax matters clearly to clients.
• Monitor filing deadlines and estimated tax requirements.
• Collaborate with bookkeeping staff to ensure accurate financial reporting.

Skills

Enrolled Agent

Tax knowledge

Analytical skills

Communication skills

Multistate tax knowledge

Client management

Job description

Job Description

Job Description

We are seeking an experienced Enrolled Agent to manage an assigned client base and provide comprehensive tax preparation, planning, accounting, and advisory services. This is a year-round position for a knowledgeable tax professional who can independently evaluate complex tax matters and provide proactive guidance to individuals, businesses, and nonprofit organizations.

** Primary Responsibilities**

• Prepare and review federal and state tax returns, with a strong emphasis on:
• * Form 1040 – Individual Income Tax Returns
  • Form 1120 – C Corporation Returns
  • Form 1120-S – S Corporation Returns
  • Form 990 – Tax-Exempt Organization Returns
  • Form 709 – Gift Tax Returns
• Manage an assigned portfolio of individual and business clients.
• Research and apply current federal and state tax laws.
• Identify tax-planning opportunities and advise clients on tax-efficient strategies.
• Respond to IRS and state tax notices and assist clients with tax-resolution matters.
• Review client financial records for accuracy and tax compliance.
• Provide accounting, tax-planning, and advisory services outside of tax season.
• Communicate complex tax matters to clients in a clear and professional manner.
• Monitor filing deadlines, estimated tax requirements, and other compliance obligations.
• Work closely with bookkeeping and accounting staff to ensure accurate financial reporting.
• Maintain complete, accurate, and confidential client records.

** Qualifications**

• Active Enrolled Agent credential in good standing.
• Extensive knowledge of federal tax law and filing requirements.
• Demonstrated experience preparing Forms 1040, 1120, 1120-S, 990, and 709.
• Experience handling multistate returns and complex individual and business tax matters is preferred.
• Strong accounting knowledge and the ability to analyze financial statements and general ledgers.
• Experience providing tax-planning and advisory services.
• Ability to manage an assigned client base independently.
• Strong tax-research, analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• High level of accuracy, professionalism, discretion, and client-service focus.
• Ability to manage multiple priorities and meet firm filing deadlines.

We are looking for more than a seasonal tax preparer. The ideal candidate is a well-rounded tax professional who enjoys building long-term client relationships, resolving complex tax issues, and providing meaningful accounting and tax advisory services throughout the year.

Company Description

We are looking for a well-rounded CPA who can combine technical tax expertise with strong accounting knowledge and practical business judgment. This position is ideal for a professional who enjoys developing long-term client relationships and providing meaningful tax, accounting, and advisory support throughout the year.