Best Practices, Certified Public Accountant (CPA), Customer Relations, Customer Support/Service, Federal Tax, Intuit Quickbooks, Maintain Compliance, Regulatory Compliance, Requirements Management, State Tax, Strategic Planning, Tax Accounting, Tax Planning, Tax Regulations, Tax Returns, Tax Software, Team Player
LOCATION
Miami, Florida
POSTED
20 days ago
Role Summary
An established professional office is seeking a skilled Enrolled Agent (EA) / Tax Preparer to join its on-site team in Miami, Florida. This position is ideal for a tax professional who enjoys handling complex returns and building long-term client relationships. The role involves year-round tax preparation, planning, and compliance support for individuals, trusts, and business entities in a structured and collaborative environment.
Primary Responsibilities
Prepare and review federal and state tax returns, including Forms 1040, 1041, 1120, 1120S, and 1065
Assist with tax planning strategies to support client financial goals
Manage compliance requirements and respond to IRS notices and correspondence
Work closely with fiduciaries, attorneys, and financial advisors on client matters
Maintain strict confidentiality and ensure accuracy and timeliness of filings
Stay current with tax law changes and best practices
Qualifications & Skills
Active EA or CPA credential in good standing
Minimum 3 years of professional tax preparation experience
Strong knowledge of individual, trust, and business taxation
Experience with Drake, UltraTax, or similar tax software