Enrolled Agent

Enrolled Agent

Classification:
Exempt

Compensation:
$70,000 - $90,000

Benefits Offered:
Dental, Vision, Health, Life, PTO, Flexible Schedule

Employment Type:
Full-Time

Why Work Here?
“A dynamic and rewarding place to work!” We are looking for an Enrolled Agent to join our team! You will be responsible for preparing and analyzing complex taxes for our clients.

JOB DESCRIPTION:

Summary/Objective:
The tax accountant or Enrolled Agent is responsible for performing complex tax preparation, tax research and tax planning with minimal supervision. The tax accountant or Enrolled Agent contacts clients to resolve minor tax matters. This role performs tax planning under direct supervision and may be assigned tax in-charge responsibilities.

Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Prepares complex tax returns and tax research.
2. Reviews tax work of less experienced staff.
3. Trains, mentors and provides work direction to staff.
4. Reviews tax information supplied by client; may meet with or call client with questions.
5. Recognizes, anticipates and resolves tax issues; makes recommendations.
6. Markets firm services to existing and prospective clients.
7. Meets productivity and efficiency standards (billable hours).

Competencies:
1. Technical Capacity.
2. Financial Management.
3. Communication Proficiency.

Supervisory Responsibility:
This position has no supervisory responsibilities.

Work Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Position Type/Expected Hours of Work:
This is a full-time position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5 p.m. Some flexibility in hours is allowed, but the employee must be available during the “core” work hours of 9:30 a.m. to 3:30 p.m. and must work a minimum of 37.5 hours each week to maintain full time status. Heavy overtime hours are required from January 15th through April 15th including Saturdays.

Travel:

No travel is expected for this position. Required Education and Experience:

1. CPA certification or Enrolled Agent certification.

2. Bachelor’s degree in accounting or equivalent work experience.

3. Three or more years of tax experience with at least one year of mid-level compliance work.

Preferred Education and Experience:

1. A high level of proficiency in Microsoft Office applications: Word, Excel & Outlook.

2. Lacerte tax program

Work Authorization/Security Clearance:
Not applicable

EEO Statement:

It is the policy of AFNW to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, AFNW will provide reasonable accommodations for qualified individuals with disabilities.

Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice