Enrolled Agent

Enrolled Agent (EA)  Starting at 85k

Delerme CPA | Remote (U.S. & Puerto Rico Candidates Preferred)

About Delerme CPA

Delerme CPA is a fast-growing advisory, accounting, and tax firm serving entrepreneurs, business owners, high-net-worth individuals, and Act 60 clients across the United States and Puerto Rico. Our team focuses on delivering proactive tax strategies, exceptional client service, and long-term financial solutions that help clients grow and protect their wealth.

As we continue to expand, we are seeking a highly motivated Enrolled Agent (EA) who is passionate about tax planning, client service, and helping clients navigate complex federal and state tax matters.

Position Overview

The Enrolled Agent will work closely with our Tax, Accounting, and Advisory teams to prepare and review tax returns, communicate directly with clients and taxing authorities, respond to IRS notices, and support tax planning initiatives.

This role is ideal for someone who enjoys solving tax problems, working directly with clients, and contributing to a collaborative, service-driven environment.

Responsibilities

Tax Compliance

• Prepare and review individual, corporate, partnership, S-Corporation, trust, and nonprofit tax returns.
• Prepare amended federal and state tax returns.
• Analyze tax documents and financial records for accuracy and completeness.
• Ensure timely filing and compliance with federal, state, and local tax regulations.
• Review tax returns for planning opportunities and potential savings.

IRS Representation

• Respond to IRS and state tax notices.
• Communicate with taxing authorities on behalf of clients.
• Prepare and manage Power of Attorney (POA) authorizations.
• Assist clients with audits, compliance matters, and account resolution.

Tax Planning & Advisory

• Support tax planning projects for business owners and high-income individuals.
• Assist with entity structure evaluations and tax optimization strategies.
• Participate in tax summary meetings and client advisory sessions.
• Research tax issues and provide documented recommendations.

Client Service

• Communicate professionally with clients regarding requests, tax notices, and project updates.
• Gather and organize client documentation through TaxDome.
• Maintain detailed project notes and documentation.
• Coordinate with internal Accounting, Advisory, and Operations teams.

Required Qualifications

• Active Enrolled Agent (EA) designation.
• Minimum 3 years of tax preparation and tax resolution experience.
• Experience preparing:
  • Form 1040
  • Form 1120-S
  • Form 1065
  • Form 1120
  • Multi-state tax returns
• Experience handling IRS notices and taxpayer correspondence.
• Strong understanding of federal tax law.
• Excellent written and verbal communication skills.
• Ability to manage multiple client engagements simultaneously.
• Proficiency with tax software and Microsoft Office applications.
• Experience using TaxDome or similar practice management software is a plus.

Preferred Qualifications

• Bilingual (English/Spanish).
• Experience with high-net-worth clients.
• Experience with real estate taxation.
• Experience with small business advisory and tax planning.
• Experience with Puerto Rico tax matters, Act 60, or international reporting is a plus.
• Bachelor's degree in Accounting, Finance, or related field preferred.

Success Traits

We are looking for someone who is:

• Client-focused and service-oriented.
• Detail-oriented and organized.
• Proactive and solutions-driven.
• Comfortable working independently.
• Team-oriented and collaborative.
• Strong at managing deadlines and priorities.
• Committed to continuous learning and professional growth.

Compensation & Benefits

• Competitive salary based on experience.
• Performance-based bonus opportunities.
• Remote work flexibility.
• Professional development and continuing education support.
• Growth opportunities within a rapidly expanding firm.
• Collaborative and supportive team environment.