Enrolled Agent at Wealth Management Accounting

ProTax Wealth Management Accounting

Job Title: Enrolled Agent (EA) Full-Time

Location: Fort Wayne, Indiana
Employment Type: Full-Time
Reports To: Firm Owner

About Us

We are a well-established small tax and accounting firm committed to delivering personalized, high-quality service to individuals and small businesses. Our team values professionalism, accuracy, and long-term client relationships built on trust. As a growing firm, we provide a supportive environment where your expertise and input are valued, and where you can make a meaningful impact.

Position Overview

We are seeking a knowledgeable and detail-oriented Enrolled Agent with strong tax preparation and client service experience to join our team full-time. The ideal candidate will be skilled in preparing and reviewing a wide range of tax returns, providing tax planning guidance, and maintaining compliance with federal and state tax laws. This is an excellent opportunity for a motivated professional who enjoys working in a collaborative small-firm environment.

Key Responsibilities

• Prepare and review individual, corporate, partnership, and fiduciary tax returns.
• Research complex tax issues and ensure compliance with current tax regulations.
• Provide proactive tax planning and advisory services to clients.
• Communicate with clients to collect information, resolve discrepancies, and discuss results.
• Assist with IRS and state correspondence or audit responses as needed.
• Collaborate with other team members to ensure efficient workflow and client satisfaction.
• Maintain confidentiality and uphold professional ethics in all client interactions.

Qualifications

• Active Enrolled Agent (EA) license required.
• Minimum 3 years of tax preparation experience in a public accounting or tax firm environment.
• Proficiency with QuickBooks and tax software (e.g., ATX, Lacerte, Drake, or UltraTax).
• Strong knowledge of federal and state tax codes, forms, and filing requirements.
• Excellent communication, organizational, and analytical skills.
• Ability to manage multiple clients and meet filing deadlines.
• Commitment to continuous learning and staying updated on tax law changes.

Work Environment & Schedule

• Full-time, year-round position.
• Standard business hours, with additional hours during tax season.
• Flexible scheduling or hybrid work options may be available for the right candidate.

Compensation and Benefits

• Competitive salary based on experience and credentials.
• Paid holiday and vacation after 90 days
• QSEHRA health plan
• Simple IRA match
• Continuing education and professional development support.
• Friendly, collaborative work culture with opportunities for growth.