Job Overview
JOB DETAILS
REQUIREMENTS
Active Enrolled Agent (EA) credential
– Minimum 2 years experience in tax preparation or advisory
– Strong knowledge of federal and California tax code
– Prior experience with IRS or state audits/resolutions preferred
– Excellent verbal and written communication skills
– Familiarity with QuickBooks, Excel, and tax software
RESPONSIBILITIES
– Prepare & file federal and state tax returns (1040, 1120S, 1065)
– Advise clients on entity structure and tax mitigation strategies
– Represent clients in IRS correspondence, audits, and collections
– Handle tax resolution including OICs, installment agreements, penalty abatement
– Provide quarterly tax planning and projections
– Use and manage cloud-based tax platforms (Pro Series Professional, QBO, etc.)