Enrolled Agent – Tax Planning, Client Integration & Growth Support

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

Why This Role Exists

We are a financial planning and wealth management firm expanding our in-house tax capabilities to better serve high-net-worth families and small business owners. Tax strategy is a core part of how we help clients make better decisions — not an afterthought or a seasonal service.

How You’ll Fit Into Our Clients

You’ll be an embedded tax planner within our advisory team. For existing clients, you’ll help transition tax preparation in-house, align filings with planning strategies, and reduce the friction clients often experience between advisors and tax preparers.

For business owners and complex households, you’ll help identify opportunities earlier, communicate clearly, and ensure tax decisions support long-term goals.

Lead proactive tax planning for individuals and business owners
Collaborate with financial advisors to integrate tax strategy into financial plans
Identify planning opportunities related to income, entity structure, and owner compensation
Participate in select client and prospect meetings to provide tax insight and credibility
Help shape and expand our in-house tax and accounting services
Prepare and file individual and business tax returns as part of an integrated planning process

Active Enrolled Agent credential
Strong experience with individual and small business taxation
Interest in proactive tax planning (not just compliance)
Ability to explain tax concepts clearly to clients and advisors
Collaborative, thoughtful, and comfortable working within a planning team

Hybrid schedule: 2-3 days per week in our Cartersville office (open to fully remote for the right fit)
Office closes at 2 pm on Fridays
Predictable workload outside of peak periods
Structured 12-month onboarding plan before your first tax season

Key Responsibilities

Deliver proactive, year-round tax planning for individuals and small business owners
Identify and communicate tax strategies related to income planning, retirement contributions, entity structure, owner compensation, and timing decisions
Collaborate closely with financial advisors to integrate tax strategy into broader financial plans
Participate in planning meetings for complex client situations as needed
Prepare clear, concise tax planning summaries for clients and advisors

Prepare and file individual income tax returns for firm clients
Prepare and review business tax returns (S-corps, partnerships, and select C-corps)
Manage extensions, estimates, and IRS/state correspondence
Ensure accuracy, consistency, and alignment between tax filings and planning recommendations

Serve as an embedded tax resource for existing advisory clients
Help transition clients from externally prepared returns to in-house tax services
Support the rollout and refinement of new tax and accounting service offerings
Collaborate with advisors to identify which clients are best suited for expanded tax services
Improve client experience by reducing friction between planning and tax execution

Support qualified prospect engagements by providing tax insight and credibility
Contribute to structured tax diagnostics and planning reviews for prospective clients
Help position the firm as a planning-led, tax-aware advisory practice
Assist in developing repeatable tax workflows, planning frameworks, and internal best practices
Play an active role in shaping the long-term vision of the firm’s tax platform

Active Enrolled Agent credential (or relevant tax credentials required)
Strong experience with individual and small business taxation
Planning-oriented mindset with interest in proactive strategy (not just compliance)
Ability to communicate tax concepts clearly to both clients and advisors
Experience with Xero accounting software and modern tax prep software
Collaborative, thoughtful, and comfortable working as part of a planning team