$80,000–$145,000 Per Year
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
Role Summary
An established professional office is seeking a skilled Enrolled Agent (EA) / Tax Preparer to join its on-site team in Naples, 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
Familiarity with QuickBooks preferred
Trust and estate tax experience is an advantage
Compensation & Benefits
Salary range: $80,000 – $145,000
Bonus opportunities
401(k) plan
Flexible schedule options
Continuing education support