Enrolled Agent at Howard Financial
Job Description
The Enrolled Agent will be responsible for providing expert tax services and compliance support to a diverse group of clients. This role is ideal for someone who thrives in a fast-paced, client-facing environment and enjoys working with businesses of varying sizes and complexities.
Key Responsibilities
- Prepare and review individual, corporate, partnership, and trust tax returns (Forms 1040, 1120, 1120S, 1065, etc.)
- Provide year-round tax planning and strategic advice tailored to each client’s industry and structure
- Research complex tax matters and stay current with federal, state, and local tax laws
- Represent clients before the IRS on audits, collections, and other tax matters
- Support clients with estimated payments, extensions, and other compliance requirements
- Collaborate with internal accountants and financial analysts to provide comprehensive financial solutions
- Maintain clear, timely, and professional communication with clients and internal team members
Requirements
- Active Enrolled Agent (EA) credential
- Minimum 3 years of tax preparation and advisory experience
- Strong understanding of U.S. federal and state tax codes
- Experience working with diverse business entities and industries
- Proficiency in tax software (e.g., ProSeries, Drake, UltraTax) and accounting tools (QuickBooks Online, Xero, etc.)
- Excellent communication and client management skills
- Detail-oriented with strong organizational and analytical skills
Preferred Qualifications
- Experience with international tax issues, multi-state filings, or high-net-worth individuals
- Familiarity with financial statement analysis
- Prior experience in a client services firm or outsourced finance team environment