Tax Strategy and Compliance

E2C International; United States; Remote; USD 83,000 - 152,000; Full time

Job summary

E2C International is seeking an experienced Enrolled Agent / Tax Strategy professional to manage complex individual and entity returns for high-net-worth founders and family clients in a remote, full-time contractor role.

The ideal candidate will handle multi-state compliance, tax planning and projections, IRS/state representation, and contribute to process improvements within AI-assisted workflows, while communicating complex positions in plain English.

Qualifications

• 5+ years of experience in tax, with the last several spent on complex individual and entity work.
• Has personally handled IRS notices, examinations, or collection matters.
• Comfortable with trusts and fiduciary returns; not required to be an estate specialist.
• Has built or improved a firm\'s process, templates, or review system at least once.
• Curious about technology, automation, and AI tools, and able to say when you trust their output and when you don\'t

Responsibilities

• Prepare and review individual, S corporation, partnership, trust, and multi-state returns for founder and family clients.
• Build projections and planning models: entity selection, reasonable compensation, retirement plan stacking, Roth conversion timing, charitable structures, and pre-exit planning including Section 1202 and equity compensation.
• Represent clients before the IRS and state agencies.
• Design and document the firm\'s workpaper standards, review checklists, and intake process.
• Work inside AI-assisted workflows, reviewing machine-prepared work critically and improving the system.
• Explain complex positions to sophisticated clients in plain English.

Skills

Enrolled Agent

Tax strategy

Tax planning

IRS representation

Process improvement

Tools

ProConnect Tax

Canopy

Filed

Claude

Google Workspace

Job description

Position: E2C-EA37: Enrolled Agent/Tax Strategy and Compliance

Location: Remote

Job Type: Full -Time, Independent Contractor

Work Schedule: 40hrs/week, Within PST or CST

Who we are

E2C International is a US-based company committed to providing a variety of cost-efficient, professionally trained, motivated remote workers for individuals and their organizations so they can focus on growing their businesses. We pride ourselves in assisting companies in reducing costs and increasing efficiency, leading to massive growth. Our strength comes from our global community and our power is driven by leveraging that to connect our clients with top talent worldwide.

Job Purpose and Role

We are seeking an experienced Enrolled Agent / Tax Strategy responsible for handling complex individual and entity tax matters for high-net-worth founders and family clients. The role focuses on tax return preparation, multi-state compliance, tax planning and projections, IRS/state representation, and improving the firm’s processes and review standards.

The ideal candidate has strong experience with complex individual and business returns, trusts, IRS matters, process improvement, and AI-assisted tax workflows.

Key Responsibilities

• Prepare and review individual, S corporation, partnership, trust, and multi-state returns for founder and family clients.
• Build projections and planning models: entity selection, reasonable compensation, retirement plan stacking, Roth conversion timing, charitable structures, and pre-exit planning including Section 1202 and equity compensation.
• Represent clients before the IRS and state agencies.
• Design and document the firm's workpaper standards, review checklists, and intake process.
• Work inside AI-assisted workflows, reviewing machine-prepared work critically and improving the system rather than working around it.
• Explain complex positions to sophisticated clients in plain English.

Qualifications

• 5+ years of experience in tax, with the last several spent on complex individual and entity work. Depth beats years: a six-year EA who has only ever worked complex files is a better fit than a twenty-year EA from a volume shop.
• Has personally handled IRS notices, examinations, or collection matters.
• Comfortable with trusts and fiduciary returns; does not need to be an estate specialist.
• Has built or improved a firm's process, templates, or review system at least once.
• Comfortable with technology and automation; curious rather than defensive about AI tools.

Nice-to-have

• Has personally handled IRS notices, examinations, or collection matters
• Comfortable with trusts and fiduciary returns
• Has built or improved a firm's process, templates, or review system
• Curious about technology, automation, and AI tools, and able to say when you trust their output and when you don't
• Experience with ProConnect Tax, Canopy, Filed, Claude, or Google Workspace (none are required)