Enrolled Agent: Tax Strategist for Multi-State Clients

Tax Care; San Francisco (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Tax Preparation

Tax Compliance

Accounting

Financial Statements

Excel

Communication

Confidentiality

Teamwork

Tools

Tax Software

Job description

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.