Enrolled Agent Trainer (EA)

Job highlights

• Valid Enrolled Agent (EA) credential with 25+ years U.S. taxation experience and proficiency in UltraTax, ProSeries, Lacerte, Drake, or CCH Axcess
• Prepare and review federal and state tax returns, research tax laws, represent clients before IRS, and assist with tax planning and controversy

Key Responsibilities

• Prepare and review U.S. federal and applicable state tax returns for individuals and businesses.
• Handle Forms 1040, 1065, 1120, 1120-S and related tax schedules and forms.
• Research federal and state tax laws, regulations, and IRS guidance.
• Identify tax-saving opportunities while ensuring compliance with applicable tax laws.
• Review tax returns for accuracy, completeness, and compliance.
• Respond to IRS notices and assist with tax controversy and resolution matters.
• Represent clients before the IRS as permitted under EA authorization.
• Communicate with clients to obtain required tax information and explain tax positions and filing requirements.
• Assist with tax planning, estimated taxes, extensions, and amended returns.
• Maintain accurate documentation and workpapers.
• Stay current with changes in U.S. tax legislation and IRS procedures.
• Coordinate with accounting and finance teams where required.
• Maintain professional standards and protect confidential taxpayer information.

Required Qualifications

• Valid Enrolled Agent (EA) credential issued by the IRS.
• Bachelor's degree in Accounting, Finance, Commerce, or a related field preferred.
• 25+ years of experience in U.S. taxation, tax preparation, or public accounting.
• Strong knowledge of U.S. federal taxation and familiarity with state taxation.
• Experience with tax preparation software such as UltraTax, ProSeries, Lacerte, Drake, CCH Axcess, or similar platforms.
• Strong analytical, research, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to work independently and manage multiple client engagements and deadlines.