Enrolled Agent (EA) - Tax Preparation & IRS Representation (Hybrid)

Published: 6/14/2022

Job Description

HBW Tax Advisors is a growing tax practice in Roseville, CA, serving individuals, families, and small business owners. Most of our clients come to us through our affiliated wealth management firm, HBW Financial Advisors, so you’ll work with an established, growing client base and never have to sell or prospect.

About the role
We’re looking for an experienced Enrolled Agent who wants year-round work, real autonomy, and a lighter schedule outside of tax season. You’ll prepare and sign returns, represent clients before the IRS and California FTB, and work alongside our financial advisors to serve shared clients.

What you’ll do

Prepare and sign federal and state individual returns (Form 1040, including Schedule C, rental, and investment income), which make up about 90% of our work
Prepare a smaller volume of partnership, S-corp, and C-corp returns
Represent clients before the IRS and California FTB on notices, exams, and collections matters
Advise clients on estimated payments and tax planning
Coordinate with our financial advisors on planning for shared clients
Work in a paperless workflow using Drake Tax and TaxDome

What we’re looking for

Active Enrolled Agent credential (required)
5+ years of preparing individual returns in a professional practice
Confidence signing returns and working independently
Experience with IRS and state correspondence and representation
Clear communication with clients by phone, video, and secure portal
Drake Tax experience is a plus

Schedule

Full-time, year-round position, not seasonal
Tax season (February through April) is demanding, with extended hours and more time in our Roseville office
Off-season hours are reduced, with a some remote schedule

What we offer

Salary of $80,000–$95,000, depending on experience
Health, dental, and vision insurance (90% employer paid coverage)
401(k) with employer match
HSA employer contributions
Unlimited PTO
CE and license renewal assistance
A collaborative team, with colleagues available to consult on complex returns
Room to grow into a lead role as the practice expands

\nCompany Description

With offices throughout the nation, HBW has helped clients secure their financial future and invested over $1 billion dollars into various market opportunities. This is through our life and asset protection insurance agency and fiduciary focused Investment Advisory firm. Our desire to build a business, a company, a corporate work of art has changed the lives of hundreds of thousands of people across America. This includes not just the hundred of thousands of clients who we serve but also all our associates who service those clients.

Company Description

For nearly 35 years HBW has focused on providing clients with the tools they need to create, implement and adjust their financial plans. We consistently monitor and seek out tools to help our Advisors create investment plans that allow for wealth accumulation, asset protection and tax efficient investing. Since the inception of HBW we have fostered the belief that our clients' relationship with their Advisor is among their most important assets when times are challenging.\r\n\r\nWith offices throughout the nation, HBW has helped clients secure their financial future and invested over $1 billion dollars into various market opportunities. This is through our life and asset protection insurance agency and fiduciary focused Investment Advisory firm. Our desire to build a business, a company, a corporate work of art has changed the lives of hundreds of thousands of people across America. This includes not just the hundred of thousands of clients who we serve but also all our associates who service those clients.