Enrolled Agent

Tax Care; San Francisco (CA); Sur place; USD 80 000 - 120 000; Plein temps

Résumé du poste

Tax Care in the San Francisco Bay Area is seeking a full-time Enrolled Agent to handle tax preparation and representation for individuals and small businesses. You will review documents, prepare federal, state, and local returns, and respond to tax inquiries, while ensuring compliance.

You will collaborate with accounting staff, maintain records, advise on tax strategies to minimize liabilities, and stay current on tax law changes.

Qualifications

• Active Enrolled Agent (EA) designation with the IRS is required; CPA or other relevant certifications are a plus.
• Experience preparing individual and business returns and handling multi-state filings.
• Experience with tax audits, notices, and correspondence with tax authorities.
• Proficiency with tax software and accounting systems; strong Excel and general computer skills.
• Ability to explain tax concepts in accessible terms.
• Experience in a tax or public accounting firm.

Responsabilités

• Prepare federal, state, and local tax returns for individuals and businesses.
• Represent clients before tax authorities as needed.
• Review financial documents and ensure compliance with current tax laws.
• Advise clients on tax strategies to minimize liabilities while remaining compliant.
• Maintain accurate records and collaborate with accounting staff on bookkeeping and financial statements.
• Provide clear, timely communication to clients regarding filing requirements.
• Stay updated on tax law changes and contribute to process improvements.

Connaissances

Tax Preparation

Tax Compliance

Accounting

Financial Statements

Excel

Communication

Confidentiality

Teamwork

Outils

Tax Software

Description du poste

Company Description

Tax Care is a trusted tax and accounting firm that has served individuals and businesses since 1986. With more than 4,000 clients across Brentwood, LA, and Texas, the firm focuses on accurate results, clear guidance, and stress-free financial solutions. Tax Care’s services include business and personal tax preparation, bookkeeping, accounting, and payroll, helping clients simplify complex financial tasks and stay compliant year-round. The team emphasizes personalized attention, tailored solutions, and proactive support to help clients reach their financial goals efficiently. Rooted in integrity, professionalism, and long-term partnership, Tax Care treats every client like family and is committed to their ongoing financial success.

Role Description

This is a full-time, on-site Enrolled Agent role based in the San Francisco Bay Area. The Enrolled Agent will handle tax preparation and representation for individuals and businesses, including preparing federal, state, and local tax returns and responding to tax authority inquiries. Day-to-day responsibilities include reviewing financial documents, ensuring compliance with current tax laws and regulations, and advising clients on tax strategies to minimize liabilities while remaining compliant. The role also involves maintaining accurate records, collaborating with accounting staff on bookkeeping and financial statement review, and providing clear, timely communication to clients regarding their tax position and filing requirements. The Enrolled Agent will stay updated on tax law changes and contribute to process improvements that enhance client service and operational efficiency.

Qualifications

• Candidates should possess strong skills in Tax Preparation and Tax, including experience preparing individual and business returns and handling multi-state filings.
• Candidates should possess skills in Tax Compliance, including knowledge of federal, state, and local regulations and experience managing audits, notices, and correspondence with tax authorities.
• Candidates should possess skills in Accounting and Financial Statements, including the ability to interpret financial data, reconcile accounts, and identify tax implications.
• Active Enrolled Agent (EA) designation with the IRS is required; CPA or other relevant certifications are a plus.
• Previous experience in a tax or public accounting firm, preferably working with both individual and small business clients.
• Proficiency with tax software and accounting systems, as well as strong Excel and general computer skills.
• Excellent analytical, organizational, and time-management abilities, with attention to detail and accuracy under deadlines.
• Clear, professional communication skills and the ability to explain complex tax concepts in accessible terms.
• Commitment to ethical standards, client confidentiality, and collaborative work within a team-focused environment.