Enrolled Agent - Tax Preparer

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.

• 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

• 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, Ultra Tax, or similar tax software
• Familiarity with Quick Books preferred
• Trust and estate tax experience is an advantage

• Salary range: $80,000 – $145,000
• Bonus opportunities
• 401(k) plan
• Flexible schedule options
• Continuing education support