Enrolled Agent Tax Preparer

Tax Professional Search; San Fernando (CA); On-site; USD 110,000 - 160,000; Full time

Job summary

Tax Professional Search is seeking an experienced Enrolled Agent (EA) to prepare tax returns, resolve tax issues, and manage the Tax Department. This role will be the primary client contact for tax questions and represent clients in IRS/state proceedings.

The ideal candidate brings deep tax knowledge, hands-on resolution experience, and strong communication with clients and staff as the firm grows. We value teamwork, readiness to roll up your sleeves, and commitment to high-quality, timely

Qualifications

• Active EA credential required with 3+ years in tax prep and resolution.
• Experience handling tax notices, audits, and resolutions.
• Experience managing a team or department preferred.
• Strong knowledge of federal and state tax codes and regulations.
• Excellent verbal and written communication, client-facing ability.

Responsibilities

• Prepare and review individual, business, and entity returns (1040, 1120, 1120S, 1065, etc.).
• Represent clients before IRS and state tax authorities on notices, audits, and collections.
• Oversee day-to-day workflow of the Tax Department and ensure deadlines are met.
• Train and mentor tax staff; review work for accuracy and quality.
• Explain tax concepts and resolution options clearly to clients.

Skills

Strong communication

Team player

Leadership

Education

Active Enrolled Agent (EA)

Tools

ProConnect

Canopy

Job description

Job Description

Job Description

Position Summary

We are seeking an experienced Enrolled Agent (EA) to prepare tax returns, handle tax resolution cases, and manage the Tax Department. This person will serve as a key point of contact for client tax questions, represent clients in resolution matters with the IRS and state agencies, and oversee the department's day-to-day workflow to ensure accuracy and timely filings. This role requires strong technical tax knowledge, hands-on resolution experience, and the ability to communicate clearly and confidently with clients and staff alike. We're looking for someone who is a genuine team player, comfortable rolling up their sleeves to help wherever it's needed, and excited to grow with us as the company expands.

Key Responsibilities

Tax Preparation

• Prepare and review individual, business, and entity tax returns (1040, 1120, 1120S, 1065, etc.)
• Ensure accuracy and compliance with current federal and state tax laws and regulations
• Stay up to date on tax law changes that may affect our clients

Tax Resolution

• Represent clients before the IRS and state tax authorities on notices, audits, and collections matters
• Prepare and negotiate resolution options, including installment agreements, offers in compromise, penalty abatements, and currently non-collectible status
• Review and respond to IRS/state notices promptly and accurately
• Clearly communicate resolution status, options, and next steps to clients

Tax Department Management

• Oversee day-to-day operations, deadlines, and workflow within the Tax Department
• Review returns and resolution work prepared by other tax staff for accuracy and quality
• Assign and manage staff workload to ensure filing deadlines are consistently met
• Train and mentor tax department staff as needed

Client Communication

• Serve as a primary point of contact for client tax questions, including taking incoming calls on tax-related matters
• Explain tax concepts and resolution options clearly to clients in plain, understandable terms
• Maintain a professional, courteous, and responsive line of communication with clients at all times

Collaboration

• Work closely with the bookkeeping, payroll, and CFO service teams to ensure accurate data supports tax filings
• Collaborate with front desk and administrative staff on document flow, notices, and client scheduling
• Contribute to a collaborative, team-oriented environment within the firm, pitching in wherever needed as the department grows

Qualifications

• Active Enrolled Agent (EA) credential required
• Minimum of 3+ years of experience in tax preparation
• Demonstrated experience in tax resolution (notices, audits, collections, offers in compromise, etc.)
• Experience managing a team or department preferred
• Strong working knowledge of federal and state tax codes and regulations
• Excellent verbal and written communication skills; comfortable speaking directly with clients by phone
• Strong organizational and leadership abilities
• A collaborative, team-first mindset with a willingness to roll up your sleeves as the company grows
• Proficiency with ProConnect tax preparation software and Canopy practice management software
• High level of professionalism, discretion, and attention to detail when handling sensitive client financial information

What Success Looks Like

• Tax returns are prepared accurately and filed on time, every time
• Tax resolution cases are handled proactively, with clients kept informed at each step
• Clients feel confident and well-supported in their tax matters
• The Tax Department runs smoothly, with clear workflow, met deadlines, and consistent quality
• Tax staff feel supported, mentored, and clear on expectations