Enrolled Agent

10X Recruiting Partners; San Diego (CA); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Paid time off

Job summary

Leading Business Tax Advisory Company seeks an experienced Enrolled Agent to join a dynamic tax advisory team in a hybrid role based in San Diego. The candidate will handle complex tax preparation for individuals, businesses, and trusts, drive efficient production workflows, and respond to IRS/state notices with professional representation.

Ideal candidates bring 3+ years in public tax or advisory, an active EA credential, and a proactive, lifelong-learning mindset.

Qualifications

• Active Enrolled Agent credential required.
• 3+ years in public tax or advisory (10 years preferred).
• Must reside within 30-minute commute for 3-day in-office hybrid.
• Entrepreneurial spirit and lifelong learner.

Responsibilities

• Prepare and file accurate tax returns for individuals, businesses, and trusts.
• Drive efficient tax production workflows and ensure high quality standards.
• Respond to IRS/state notices and represent clients in audits/controversies.
• Conduct tax research and develop planning strategies to minimize liabilities.
• Provide advisory services to clients and collaborate with team in a remote setting.
• Support a flexible, fully remote work environment while maintaining client service excellence.

Skills

Enrolled Agent

Analytical skills

Communication skills

Remote collaboration

Tools

Tax software

Job description

Company: Leading Business Tax Advisory Company

About Us:

Our client is a dynamic and rapidly growing public tax company with a strong presence in California and Hawaii. The company's commitment to providing exceptional tax services and innovative solutions has earned us a reputation for excellence. The company fosters a collaborative and supportive work environment that encourages professional development and rewards initiative.

Position Summary:

Our client is seeking a highly experienced and dedicated Enrolled Agent to join their team. The ideal candidate will have 3-10 years of experience in public tax or advisory and a strong understanding of tax laws and regulations, exceptional analytical skills, and a proven ability to deliver accurate and timely tax services while managing efficient production workflows.

Qualifications:

• Enrolled Agent (EA) Credential: Must have an active Enrolled Agent credential.
• Experience: Minimum of 3 years, with a preference for 10 years, of experience in a public tax or advisory setting.
• Must Reside in San Diego: Within a 30 minute commute for 3 day in-office hybrid.
• Entrepreneurial Spirit: The company values proactive individuals who are eager to take ownership of their work and contribute to the growth of their company.
• Lifetime Learner: The tax landscape is constantly evolving. The company seeks individuals who are passionate about staying ahead of the curve and expanding their knowledge base.
• Strong Analytical and Problem-Solving Skills: The ability to analyze complex tax issues and develop effective solutions is crucial for success in this role.
• Excellent Communication and Interpersonal Skills: You will be interacting with clients, colleagues, and tax authorities regularly. Clear and concise communication is essential.
• Proficiency in Tax Software and Technology: Experience with tax preparation software and other relevant technology is highly desirable.

Responsibilities:

• Tax Preparation and Compliance: Prepare and file accurate and timely tax returns for individuals, businesses, and trusts, ensuring compliance with all applicable laws and regulations.
• Production and Workflow Management: Drive efficient tax production processes, ensuring timely completion of all deliverables and maintenance of high-quality standards.
• IRS Notice Response and Tax Controversy: Respond to IRS and state tax authority notices, and represent clients in audits, appeals, and other tax controversies.
• Tax Research and Planning: Conduct thorough research on tax issues and develop innovative tax planning strategies to minimize tax liabilities for the company's clients.
• Client Advisory: Provide expert tax advice and guidance to clients, helping them navigate complex tax matters and make informed decisions.
• Team Collaboration (Remote Setting): Work closely with other tax professionals and support staff to deliver exceptional tax services in a remote and collaborative environment.
• Competitive Salary and Benefits Package: The company offers a comprehensive benefits package that includes health insurance, retirement savings plans, and paid time off.
• Professional Development Opportunities: The company invests in its employees' growth and provides opportunities for continuing education and career advancement.
• Dynamic and Supportive Work Environment: The company's team is passionate about tax and dedicated to providing the highest level of service to our clients.
• Work-Life Balance: The company understands the importance of work-life balance and strives to create a flexible and supportive work environment, leveraging the benefits of a fully remote role.