Job Description

Job Description

Job Description

We are seeking a credentialed and experienced Enrolled Agent to join our growing team. This role includes preparing a wide range of tax returns, representing clients before the IRS, and conducting tax strategy meetings that deliver real value. You'll work with individuals, businesses, trusts, estates, and non-profits, guiding them through compliance and proactively reducing their tax liability.

This is a client-facing, solution-driven position for someone who thrives on accuracy, communication, and strategy.

Primary Responsibilities

1. Tax Preparation & Compliance

• Prepare and review federal and state tax returns including:

  • Individuals (1040)

  • Partnerships (1065)

  • S-Corporations and C-Corporations (1120S/1120)

  • Trusts & Estates (1041)

  • Non-Profits (990 series)

• Identify tax-saving opportunities during return prep and document recommendations.

• Prepare amended returns and handle carrybacks and adjustments when needed.

• Ensure accurate and timely filing using Drake Tax Software .

• Maintain detailed records and follow internal quality control standards.

2. IRS Representation & Tax Resolution

• Represent clients before the IRS and state agencies for audits, notices, collections, and appeals.

• File Power of Attorney and CAF documents.

• Prepare responses to IRS letters, negotiate installment agreements, request penalty abatement, and submit Offers in Compromise.

• Track case status and keep clients informed at every stage.

3. Tax Strategy & Client Advisory

• Lead tax strategy sessions with clients to identify forward-looking opportunities.

• Advise on entity structure, retirement planning, income shifting, deductions, and timing strategies.

• Collaborate with the internal team to implement tax plans and ensure clients stay on track.

• Document strategies and action items clearly in Financial Cents client portal.

4. Client Relationship Management

• Build strong relationships with individuals, small business owners, and families.

• Communicate complex tax issues in a clear and approachable manner.

• Ensure timely response to client requests via email, phone, or portal.

• Maintain professionalism, empathy, and confidentiality at all times.

Tools & Systems

• Tax Software: Drake

• Client Portal & Workflow: Financial Cents

• Office Productivity: Microsoft 365 (Outlook, Word, Excel, Teams)

• IRS Tools: e-Services, CAF, Transcript Delivery

• Accounting Tools: QuickBooks (Online and Desktop familiarity preferred)

Skills & Competencies

Required

• Active Enrolled Agent (EA) license in good standing

• 3+ years of experience preparing a wide variety of tax returns

• Working knowledge of tax law including trusts, estates, and tax-exempt entities

• Strong communication skills with client-facing experience

• Experience representing clients before the IRS

Preferred

• Experience advising business owners, non-profits, and high-net-worth individuals

• Familiarity with Financial Cents or other workflow management tools

• Ability to simplify complex tax strategies for clients

• Experience with tax planning beyond compliance

Performance Expectations

• Maintain a high degree of accuracy and file returns on time

• Deliver strategic advice during tax meetings

• Proactively identify tax-saving opportunities

• Maintain accurate documentation and notes in all firm systems

• Respond to client inquiries within firm SLA (service level agreement)

• Remain current on tax law and complete required continuing education

Company Description

At Accent Financial Services—rooted in over 40 years of legacy and now serving clients from Allen, TX—we believe in empowering both clients and employees through personalized, purpose‐driven service. As a family‐run firm built on trust and transparency, our team brings forward‐looking tax strategy (our signature Taxsmithing), creative problem‐solving, and collaborative culture to every client engagement
.

Team members at Accent appreciate our commitment to continuous learning and growth under experienced leadership—Ryan Otto and his team bring decades of expertise and professional development focus to the table
accentfinance.net
. Employees enjoy working in a high‐integrity environment with deep community roots and client relationships that span decades
Manta
. This culture supports real impact, ongoing education, and a sense of ownership in client success.

Company Description

At Accent Financial Services—rooted in over 40 years of legacy and now serving clients from Allen, TX—we believe in empowering both clients and employees through personalized, purpose‐driven service. As a family‐run firm built on trust and transparency, our team brings forward‐looking tax strategy (our signature Taxsmithing), creative problem‐solving, and collaborative culture to every client engagement\r\n.\r\n\r\nTeam members at Accent appreciate our commitment to continuous learning and growth under experienced leadership—Ryan Otto and his team bring decades of expertise and professional development focus to the table\r\naccentfinance.net\r\n. Employees enjoy working in a high‐integrity environment with deep community roots and client relationships that span decades\r\nManta\r\n. This culture supports real impact, ongoing education, and a sense of ownership in client success.

Job Tags

Work at office, Shift work,

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