Remote Enrolled Agent - Tax Prep & Client Lead (1040/1120)

Hippocratic Financial; United States; Remote; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health benefits

401k after one year

Fully remote

Job summary

Hippocratic Financial is seeking an experienced tax preparer to lead client communication and admin tasks in a fully remote role with CPAs guidance. We’re paperless and tech-friendly, using a CRM and tax software to ensure accurate filings.

Ideal candidates hold an Enrolled Agent credential and have 4+ years of tax prep (1040, 1120-S), plus 2+ years with CCH Axcess. The position offers health benefits, a 401k after one year, and flexible full-time or ¾-time options.

Qualifications

• Active Enrolled Agent credential (EA) required.
• 4+ years of tax preparation experience (1040, 1120-S).
• Experience working with physicians is preferred.
• Proficient with CRM and tax software in a paperless, tech-friendly environment.

Responsibilities

• Prepare and review individual and business tax returns (1040, 1120).
• Collect, organize, and review client documents for accurate filings.
• Prepare and send tax organizers to clients each season.
• Serve as a client point of contact, answering questions and following up on missing items.

Skills

Client communication

CRM usage

Remote work discipline

Tax software proficiency

Education

Enrolled Agent (EA) credential

Tools

CCH Axcess

Job description

Hippocratic Financial is seeking an experienced tax preparer to lead client communication and admin tasks in a fully remote role with CPAs guidance. We’re paperless and tech-friendly, using a CRM and tax software to ensure accurate filings.

Ideal candidates hold an Enrolled Agent credential and have 4+ years of tax prep (1040, 1120-S), plus 2+ years with CCH Axcess. The position offers health benefits, a 401k after one year, and flexible full-time or ¾-time options.