Seasoned Enrolled Agent — Year‑Round Tax Planning

Whalen Group Inc; Las Vegas (NV); On-site; USD 85,000 - 120,000; Full time

Job summary

Whalen Group Inc. is seeking an experienced Enrolled Agent to manage a client base and provide comprehensive tax preparation, planning, accounting, and advisory services year-round.

The role requires independently evaluating complex tax matters for individuals, businesses, and nonprofits in a fast-paced environment. Ideal candidates hold an Active Enrolled Agent credential and have strong knowledge of federal tax law, with experience handling Form 1040, 1120, 1120-S, 990, and 709.

Qualifications

• Active Enrolled Agent credential in good standing.
• Extensive knowledge of federal tax law and filing requirements.
• Experience preparing Forms 1040, 1120, 1120-S, 990, and 709.
• Experience handling multistate returns and complex tax matters preferred.
• Strong accounting knowledge and ability to analyze financial statements.

Responsibilities

• Prepare and review federal and state tax returns with emphasis on 1040, 1120, 1120-S, 990, and 709.
• Manage an assigned portfolio of individual and business clients.
• Research and apply current federal and state tax laws.
• Identify tax planning opportunities and advise on tax-efficient strategies.
• Respond to IRS/state notices and assist with tax resolution.
• Provide accounting, tax planning, and advisory services year-round.
• Communicate complex tax matters clearly to clients.
• Monitor filing deadlines and estimated tax requirements.
• Collaborate with bookkeeping staff to ensure accurate financial reporting.

Skills

Enrolled Agent

Tax knowledge

Analytical skills

Communication skills

Multistate tax knowledge

Client management

Job description

Whalen Group Inc. is seeking an experienced Enrolled Agent to manage a client base and provide comprehensive tax preparation, planning, accounting, and advisory services year-round.

The role requires independently evaluating complex tax matters for individuals, businesses, and nonprofits in a fast-paced environment. Ideal candidates hold an Active Enrolled Agent credential and have strong knowledge of federal tax law, with experience handling Form 1040, 1120, 1120-S, 990, and 709.