Overview
Join our dynamic team as an Enrolled Agent, a highly respected tax professional authorized by the IRS to represent taxpayers before federal agencies. In this role, you will leverage your comprehensive tax expertise to assist clients with complex tax issues, ensure compliance with federal regulations, and provide strategic financial guidance. Your energetic approach will help clients navigate the intricacies of tax laws, estate planning, and financial reporting, making a tangible difference in their financial well-being. This paid position offers an exciting opportunity to grow your career within a collaborative and innovative environment dedicated to excellence in financial services.
Duties
- Prepare and review individual, business, and trust tax returns with precision and attention to detail.
- Represent clients before the IRS during audits, collections, and appeals, ensuring their rights are protected.
- Provide expert advice on estate planning, wills, trusts, and estate law to optimize clients’ financial legacies.
- Conduct thorough analysis of financial statements, including balance sheets and income statements, to support tax planning and compliance.
- Assist with regulatory reporting requirements such as SOX (Sarbanes-Oxley Act) compliance for corporate clients.
- Perform account reconciliation and general ledger analysis using accounting software like QuickBooks, Xero, Sage, or similar tools.
- Support mergers & acquisitions activities through due diligence and financial report interpretation to facilitate strategic decision-making.
Skills
- Deep understanding of tax accounting principles, GAAP (Generally Accepted Accounting Principles), and double entry bookkeeping.
- Proficiency in accounting software including QuickBooks, Xero, Sage, and other financial management tools.
- Strong knowledge of estate planning strategies, securities law, non-profit accounting, and public accounting practices.
- Excellent analysis skills for financial report writing and interpretation; adept at account reconciliation and balance sheet reconciliation.
- Experience with auditing processes, regulatory reporting standards, payroll management, and asset management.
- Ability to communicate complex financial concepts clearly; skilled in financial analysis and report interpretation.
- Familiarity with LIHTC (Low-Income Housing Tax Credit), private equity transactions, mergers & acquisitions, and investment strategies is a plus. Join us as an Enrolled Agent if you're passionate about delivering exceptional tax solutions while advancing your expertise in a fast-paced environment!
Pay: $90,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- Continuing education credits
- Flexible schedule
- Health insurance
- Paid training
- Work from home
Work Location: Hybrid remote in Irvine, CA 92603
