Enrolled Agent Tax Pro – Client-Focused Prep & Planning

CFS; Saint Paul (MN); Hybrid; USD 55,000 - 103,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

CFS is seeking a Tax Preparer (EA Required) in a hybrid role near Shoreview, MN. You will prepare individual and small business returns, meet with clients, and navigate complex tax rules with accuracy and discretion.

The ideal candidate holds an Enrolled Agent credential, maintains PTIN, and has 3+ years of experience using Drake, Lacerte, UltraTax or ProSeries. Competitive hourly compensation reflects experience and performance.

Qualifications

• Active EA credential required.
• Active PTIN in good standing.
• 3+ years of professional tax preparation experience.
• Experience with individual and small business tax returns.
• Strong knowledge of federal and Minnesota tax regulations.
• Experience with professional tax software such as Drake, Lacerte, UltraTax, ProSeries, or similar.
• Excellent communication and client relationship skills.

Responsibilities

• Meet with clients to gather tax documents and financial information.
• Prepare federal and state income tax returns for individuals and small businesses.
• Identify deductions, credits, and tax-saving opportunities.
• Electronically file returns and monitor acceptance status.
• Collaborate with tax specialists and financial advisors on complex matters.
• Maintain accurate client records and ensure compliance with standards.

Skills

Enrolled Agent (EA)

PTIN in good standing

3+ years tax prep

Individual & small business returns

Minnesota tax regs

Excellent communication

Tools

Drake

Lacerte

UltraTax

ProSeries

Job description

CFS is seeking a Tax Preparer (EA Required) in a hybrid role near Shoreview, MN. You will prepare individual and small business returns, meet with clients, and navigate complex tax rules with accuracy and discretion.

The ideal candidate holds an Enrolled Agent credential, maintains PTIN, and has 3+ years of experience using Drake, Lacerte, UltraTax or ProSeries. Competitive hourly compensation reflects experience and performance.