Enrolled Agent

To support a new team remotely, an experienced Enrolled Agent will manage client communication and administrative tasks while preparing and reviewing individual and business tax returns. Key responsibilities Prepare and review individual and business tax returns (1040, 1120) Collect, organize, and review client documents for accurate filings Serve as a client point of contact, answering questions and following up on missing items Required qualifications Active Enrolled Agent credential 1+ years of tax preparation experience Proficiency with tax software and CRM, specifically CCH Axcess and Microsoft Dynamics A dedicated work office with a door that closes for remote work