Enrolled Agent: Tax Strategy & Advisory Expert

Gradient Financial Group; Arden Hills (MN); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

PTO

Paid holidays

Volunteer time off (VTO)

Professional development

Job summary

Gradient Financial Group is seeking an Enrolled Agent to join the Tax Central team. You will provide tax planning, preparation, and advisory services to Financial Services Professionals and their clients across the country.

You will review returns, develop planning strategies, and stay current on federal and state tax changes, frequently collaborating with advisors to drive compliant, proactive outcomes.

Qualifications

• Active Enrolled Agent (EA) in good standing with the IRS.
• 3–7 years of hands-on tax planning, preparation, and advisory work.
• Experience preparing and reviewing complex individual, business, trust, and estate tax returns.
• Experience with tax software (CCH preferred).
• Strong knowledge of federal and state tax laws and planning strategies.
• Ability to research complex issues and communicate practical recommendations.

Responsibilities

• Provide tax expertise and guidance to Financial Services Professionals nationwide.
• Review client tax returns to identify errors and opportunities.
• Prepare and review individual, business, and fiduciary returns.
• Research complex tax issues and communicate practical recommendations.
• Develop tax planning strategies to minimize tax liability while ensuring compliance.
• Create tax resources, training materials, and best practices for advisors.
• Stay current on federal/state tax law changes and share updates with teams.
• Represent clients before the IRS when needed.

Skills

Enrolled Agent

Tax planning

Tax preparation

Tax advisory

Research skills

Communication

Automation awareness

Tools

CCH software

Job description

Gradient Financial Group is seeking an Enrolled Agent to join the Tax Central team. You will provide tax planning, preparation, and advisory services to Financial Services Professionals and their clients across the country.

You will review returns, develop planning strategies, and stay current on federal and state tax changes, frequently collaborating with advisors to drive compliant, proactive outcomes.