Tax Manager - Enrolled Agent

Certus Accounting & Tax Services, based in Orem, Utah, offers a comprehensive range of accounting, bookkeeping, tax preparation, payroll, and consulting services for businesses across the United States. We also provide tax preparation services for individuals and families. Our mission is to simplify financial management by serving as a trusted partner to help clients understand and optimize their financial operations. With our expertise, we aim to support growth and success through personalized strategies and solutions.

Join a dynamic team dedicated to helping clients achieve financial clarity and excellence.

We are seeking an experienced Enrolled Agent to join our tax team. This role will focus on individual and business tax preparation, tax planning strategies, and client advisory services. The ideal candidate will have a strong technical tax background, excellent client communication skills, and a commitment to delivering high-quality tax solutions.

• Prepare and review individual, business, trust, and estate tax returns with accuracy and efficiency
• Develop proactive tax planning strategies to minimize client tax liabilities and maximize financial outcomes
• Represent clients before the IRS in audits, collections, and appeals matters
• Research complex tax issues and provide technical guidance on tax law changes and their impact on clients
• Conduct client meetings to discuss tax positions, planning opportunities, and estimated tax payments
• Review financial statements and client records to identify tax savings opportunities
• Assist with IRS notices, correspondence, and resolution of tax controversies
• Maintain current knowledge of federal and state tax laws, regulations, and filing requirements
• Collaborate with team members to ensure timely and accurate completion of tax returns during peak season
• Mentor and provide guidance to junior staff members as needed

• Active Enrolled Agent license in good standing
• Minimum 3-5 years of tax preparation experience (public accounting experience preferred)
• Strong knowledge of individual and business taxation, including partnerships, S-corporations, and C-corporations
• Proficiency with tax preparation software (experience with Intuit Pro Connect a plus)
• Excellent analytical, research, and problem-solving skills
• Strong attention to detail and ability to manage multiple client deadlines
• Outstanding written and verbal communication skills
• Ability to explain complex tax concepts in understandable terms to clients
• Bachelor's degree in Accounting, Finance, or related field preferred