CPA EA Tax IRS Representation Advisory Services

Job Description

Alpina Tax & Accounting Services LLC is seeking an experienced Certified Public Accountant (CPA) or Enrolled Agent (EA) to join our growing tax and advisory practice in South Florida.

We are looking for a CPA/EA who is more than a tax return preparer. The ideal candidate has strong experience preparing individual and business tax returns, handling IRS representation matters, and providing *
* ****** tax and business advisory services to clients.

This is an excellent opportunity for a CPA who enjoys working directly with business owners and individuals, solving complex tax issues, and providing proactive advice throughout the year.

Responsibilities include but are not limited to:

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* Tax Preparation
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• Prepare and review federal and state individual income tax returns.
• Prepare and review business tax returns, including partnerships, S corporations, C corporations, and LLCs.
• Analyze financial information and tax documents to identify potential tax issues, opportunities, and compliance concerns.
• Research tax issues and provide appropriate recommendations.
• Review tax returns prepared by other staff members for accuracy and completeness.
• Communicate with clients regarding tax questions, missing information, and tax return results.
• Assist with tax planning and year-end tax projections.

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* IRS Representation
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• Represent clients before the IRS and, when applicable, state taxing authorities.
• Handle IRS notices, correspondence, audits, collections matters, and other taxpayer issues.
• Review IRS account transcripts and tax records to identify outstanding liabilities and compliance issues.
• Assist clients with resolving delinquent tax returns and tax liabilities.
• Prepare and submit appropriate responses, documentation, and correspondence to taxing authorities.
• Assist with payment arrangements, penalty abatement, offers in compromise, and other IRS resolution matters as appropriate.
• Communicate with IRS representatives on behalf of clients.
• Maintain organized documentation and detailed case notes throughout each representation engagement.

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* Tax & Business Advisory
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• Provide proactive tax planning and advisory services to business owners and individuals.
• Meet with clients to discuss their financial and tax situations and identify planning opportunities.
• Analyze business financial statements and key financial information.
• Assist business owners with entity structure, owner compensation, retirement planning, estimated tax payments, and other tax-related decisions.
• Prepare year-to-date tax projections and estimated tax payment calculations.
• Identify opportunities to improve clients' tax positions and overall financial outcomes.
• Help clients understand the tax implications of major business and personal financial decisions.
• Participate in quarterly and annual advisory meetings with clients.

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* Client Relationship Responsibilities
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• Develop trusted relationships with clients and serve as a knowledgeable tax and advisory resource.
• Explain complex tax concepts in a clear, understandable manner.
• Proactively identify client needs and recommend appropriate services.
• Work collaboratively with the firm's accounting and administrative team.
• Maintain timely communication and follow through on client commitments.
• Demonstrate professionalism, discretion, and sound judgment when handling confidential client information.

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* Qualifications
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* Required:**

• Active Certified Public Accountant (CPA) or Enrolled Agent (EA) license.
• Strong experience preparing individual and business tax returns.
• Minimum of 10 years experience with federal taxation.
• Prior IRS representation experience.
• Excellent written and verbal communication skills.
• Strong analytical and problem-solving abilities.
• Ability to manage multiple client engagements and…