Enrolled Agent

• General Job Title: Enrolled Agent
• Original Date: March 14, 2019
• Revised Date: August 24, 2023
• Unit:
• Department: Tax

• Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
• Interview clients to gather financial information.
• Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
• Calculate tax information.
• Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
• Compute taxes owed or overpaid, and complete entries on forms, following tax form instructions and tax tables.
• Furnish taxpayers with sufficient information and advice to ensure correct tax form completion
• Advise others on financial matters.
• Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
• Verify accuracy of records.
• Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
• Update professional knowledge.
• Calculate form preparation fees according to return complexity and processing time required.
• Answer questions and provide future tax planning to clients.
• Develop financial plans for clients as needed.
• Correspond with customers to answer questions or resolve complaints.
• Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
• Examine financial records.
• Maintain and manage fixed asset schedules.
• Explain federal and state tax laws to individuals and companies.
• Explain regulations, policies, or procedures.
• Assist clients in navigating tax mediation scenarios.
• Communicate with Federal, state and local tax agencies to help clients with tax problems.
• Submit offer in compromise and requests for tax abatement.

• Minimum Bachelor’s Degree preferred.
• Must be an active Enrolled Agent with the IRS.
• 3 years of Tax experience required.
• 3 years of QuickBooks Online preferred.
• 2 years ProSeries Profession preferred.
• Experience preparing business taxes including 1120, 1120S, 1065.

• Proven work experience as a tax preparer.
• Proficiency in Microsoft Office Suite (Word, Excel, Powerpoint).
• Hands-on experience with office equipment (e.g. fax machines and printers).
• Professional attitude and appearance.
• Solid written and verbal communication skills.
• Ability to be resourceful and proactive when issues arise.
• Excellent organizational skills.
• Multitasking and time-management skills, with the ability to prioritize tasks.
• Customer service attitude.
• Knowledge of Fixed asset management and depreciation.
• Proficiency in QuickBooks Online required.
• Experience with ProSeries and PitBull Tax software a major Plus.

• Salary Range: $55,000.00 - $65,000.00 per year.
• Bonus pay.

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k)
• Vacation pay.
• Life insurance

Salary : $55,000 - $65,000