Enrolled Agent / Certified Public Accountant

Certified Public Accountant / CPA Candidate / Enrolled Agent - Tax Professional

We are seeking a Certified Public Accountant (CPA), CPA Candidate, or Enrolled Agent (EA) to join a small, collaborative accounting and tax team. This position offers a flexible work environment designed to support work-life balance, professional development, and long-term career growth.

The role is primarily in-office in West Point, Iowa, with potential for some remote work based on experience, performance, and business needs. The position provides an opportunity to work directly with a diverse client base while supporting individual and business tax preparation, tax review, bookkeeping, and client service.

Key Responsibilities

• Prepare individual, business, non-profit, and estate/trust income tax returns.
• Assist with tax return review and quality control.
• Perform bookkeeping services for select clients.
• Develop and maintain strong working relationships with clients through phone, email, text, web-based communication, and in-person meetings.
• Gather and organize tax documentation from clients.
• Distribute completed tax returns, client copies, and related records.
• Provide support and assistance to other members of the accounting and tax team as needed.
• Assist with general tax and accounting projects throughout the year.
• Work additional hours during tax season, as needed, potentially up to 70 hours per week during peak periods.

Qualifications

• CPA, CPA Candidate, or Enrolled Agent (EA) credential.
• Must have or be able to obtain a PTIN (Preparer Tax Identification Number).
• Ability to successfully pass a background check.
• Minimum 2 years of experience preparing Form 1040 individual income tax returns.
• Experience with Form 1065 and Form 1120S is preferred.
• Experience with QuickBooks and/or payroll reporting is a plus.
• Experience with Drake Tax software is a plus.
• Experience working in a paperless accounting/tax environment is preferred.
• Strong attention to detail, organization, and time-management skills.
• Excellent written and verbal communication skills.
• Ability to work independently while also collaborating effectively with a small team.
• Strong commitment to client service and confidentiality.

Work Schedule

• Primarily in-office in West Point, Iowa.
• Some remote work may be available depending on the position and business needs.
• Flexible hours and scheduling options may be available.
• Additional hours are expected during the busy tax season.

Benefits

• Health and dental insurance benefits available.
• SIMPLE IRA with employer matching on up to 3% of wages.
• 8 paid holidays per year.
• 2 weeks of PTO, beginning to accrue upon date of hire.
• Flexible work environment focused on work-life balance.
• Opportunities for professional growth and development.