Enrolled Agent/ Resolution Specialist

W3Global; Frisco (TX); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Continuing education credits

Opportunities for advancement

Paid time off

Paid training

Job summary

W3Global is seeking an Enrolled Agent/Resolution Specialist to resolve IRS notices and tax disputes, review tax returns, and advise on estate planning within a regulatory framework. The role emphasizes proactive financial analysis, SOX and GAAP compliance, and clear communication of complex tax matters.

In-person work in Frisco, TX, with exposure to private equity and nonprofit tax contexts. The ideal candidate has public accounting or corporate tax experience, strong analytical and reporting

Qualifications

• Proven experience in public accounting or corporate tax accounting with focus on individual or corporate tax.
• Strong background in auditing, financial analysis, and financial report writing.
• Familiarity with estate planning, wills & trusts, securities law, and tax regulations.
• Experience with SOX, GAAP, and regulatory standards affecting financial reporting.

Responsibilities

• Manage and resolve IRS notices, audits, and tax disputes with compliance.
• Prepare and review individual, corporate, and estate tax returns with precision.
• Conduct financial analysis including balance sheet and account reconciliations.
• Advise on estate planning and asset protection strategies.
• Stay updated on SOX, GAAP and regulatory standards affecting reporting.
• Utilize QuickBooks or similar software for record-keeping and reporting.
• Communicate complex tax concepts clearly in reports and briefings.
• Assist with due diligence for mergers & acquisitions and regulatory issues.
• Support tax reporting for financial services including private equity and nonprofits.

Skills

Tax expertise

Accounting

Regulatory compliance

IRS audit handling

SOX knowledge

GAAP

QuickBooks

Communication

Financial analysis

Tools

QuickBooks

Job description

Job Summary

We are seeking a dynamic and detail-oriented Enrolled Agent/Resolution Specialist to join our team. In this pivotal role, you will leverage your expertise in tax law, accounting, and regulatory compliance to resolve complex tax issues and ensure financial integrity. Your proactive approach will help navigate IRS audits, tax disputes, and compliance challenges with confidence. This position offers an exciting opportunity to utilize your comprehensive knowledge of tax reporting, estate planning, and financial analysis while providing exceptional service in a fast-paced environment.

Duties

• Manage and resolve IRS notices, audits, and tax disputes efficiently, ensuring compliance with federal and state regulations.
• Prepare and review individual, corporate, and estate tax returns with precision, incorporating complex tax laws from Circular 230.
• Conduct detailed financial analysis including balance sheet reconciliation, account reconciliation, and financial statement preparation to support resolution strategies.
• Advise on estate planning, wills, trusts, and estate law to optimize tax outcomes and asset protection.
• Maintain up-to-date knowledge of SOX (Sarbanes-Oxley Act), GAAP (Generally Accepted Accounting Principles), and other regulatory standards affecting financial reporting and compliance.
• Utilize advanced accounting software such as QuickBooks or similar tools for accurate record-keeping and reporting.
• Communicate complex technical concepts clearly through written reports and verbal explanations, ensuring understanding of tax implications and legal requirements.
• Assist with mergers & acquisitions due diligence by analyzing financial statements and regulatory compliance issues.
• Support tax reporting for various financial services including private equity investments, asset management, and non-profit accounting.

Experience

• Proven experience in public accounting or corporate tax accounting with a focus on individual tax, corporate tax expertise, or regulatory compliance accounting.
• Strong background in auditing, financial analysis, and financial report writing.
• Demonstrated knowledge of estate planning strategies, wills & trusts law, securities law, and tax law regulations.
• Familiarity with accounting concepts such as double-entry bookkeeping, general ledger reconciliation, and budget analysis.
• Experience working with accounting software like QuickBooks or comparable platforms for financial management.
• Excellent communication skills with the ability to explain complex issues clearly and professionally.
• Minimum of two years of experience in tax preparation, tax reporting, or related financial services roles demonstrating technical accounting proficiency.

Join us to make a meaningful impact by helping navigate intricate tax landscapes while advancing your career in a vibrant professional environment. We value expertise that combines technical mastery with proactive engagement-empowering individuals and organizations to achieve their financial goals confidently.

Pay: $49,788.67 - $59,960.55 per year

Benefits

• Continuing education credits
• Opportunities for advancement
• Paid time off
• Paid training

Work Location: In person