Managing Enrolled Agent - Remote

Overview

An experienced and entrepreneurial Enrolled Agent (EA) is needed to lead and grow a client-centered tax and accounting practice, serving individuals and small businesses.

In Short

• Lead tax preparer and advisor for individual and business clients.
• Oversee day-to-day operations and workflow management.
• Manage and mentor a team of accounting professionals.
• Maintain strong client relationships through excellent service.
• Review and finalize tax returns for accuracy and compliance.
• Provide bookkeeping and business advisory services.
• Identify growth opportunities through service expansion.
• Utilize accounting software like Drake and QuickBooks.
• Lead client transition efforts during practice acquisitions.

Requirements

• Active Enrolled Agent (EA) designation required.
• Minimum 5 years of tax preparation experience.
• Experience managing client relationships in a tax or accounting firm.
• Strong knowledge of QuickBooks and tax software.
• Excellent communication and organizational skills.
• Ability to work in high-volume, deadline-driven environments.
• Entrepreneurial mindset with interest in leadership and growth.

Benefits

• Competitive salary range of $150-225K with bonuses.
• Profit-sharing and equity opportunities for high performers.
• Paid time off and health benefits allowance.
• Continuing professional education (CPE) support.
• Flexible work arrangements including hybrid or remote options.