Enrolled Agent: Tax Strategy & Client Advisory (Hybrid)

Wealth Management Accounting; Fort Wayne (IN); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

QSEHRA health plan

Simple IRA match

Holiday and vacation after 90 days

Continuing education support

Friendly, collaborative culture

Job summary

ProTax Wealth Management Accounting, based in Fort Wayne, IN, seeks a full-time Enrolled Agent to join our small, client-focused firm. You will prepare and review a range of tax returns and provide proactive tax planning while ensuring compliance with federal and state laws.

Ideal candidates have 3+ years of tax experience in a public accounting or tax firm environment, and hold an active EA license. Hybrid work options may be available; we value accuracy, discretion, and ongoing professional

Qualifications

• Active EA license required.
• 3+ years tax preparation in public accounting or tax firm.
• Proficiency with QuickBooks and tax software (ATX, Lacerte, Drake, UltraTax).
• Strong knowledge of federal and state tax codes, forms, and filing requirements.
• Excellent communication, organizational, and analytical skills.

Responsibilities

• Prepare and review individual, corporate, partnership, and fiduciary tax returns.
• Research complex tax issues and ensure regulatory compliance.
• Provide proactive tax planning and advisory services to clients.
• Communicate with clients to collect information and resolve discrepancies.
• Assist with IRS and state correspondence or audits as needed.
• Collaborate with team to ensure efficient workflow and client satisfaction.
• Maintain confidentiality and uphold professional ethics in all client interactions.

Skills

Tax prep

Client service

Communication

Analytical skills

Education

Active Enrolled Agent (EA) license

Tools

QuickBooks

ATX

Lacerte

Drake

UltraTax

Job description

ProTax Wealth Management Accounting, based in Fort Wayne, IN, seeks a full-time Enrolled Agent to join our small, client-focused firm. You will prepare and review a range of tax returns and provide proactive tax planning while ensuring compliance with federal and state laws.

Ideal candidates have 3+ years of tax experience in a public accounting or tax firm environment, and hold an active EA license. Hybrid work options may be available; we value accuracy, discretion, and ongoing professional