Enrolled Agent EA or Experienced Tax Preparer

Job Description

Join Our Growing Tax & Wealth Management Firm!

Are you an experienced tax professional who takes pride in your work, thrives in a fast-paced environment, and enjoys helping clients navigate their tax obligations?

Anthem Tax & Wealth is an established and growing tax preparation and wealth management firm seeking a knowledgeable, dependable, and motivated Enrolled Agent (EA) or Experienced Tax Preparer or Licensed Financial Assistant to join our team in Anthem, Arizona.

Our firm provides comprehensive tax preparation, tax planning, bookkeeping, payroll, and wealth management services to individuals, business owners, trusts, and estates.

Our philosophy is simple:

“Most Advisors Ignore Taxes. Most Tax Preparers Ignore Planning. At Anthem Tax & Wealth, We Integrate Both.”

We are looking for a well-rounded tax professional who can confidently prepare a variety of individual and business tax returns, manage multiple deadlines, and deliver exceptional client service.

This is a hands‑on tax preparation position requiring versatility, accuracy, efficiency, and scheduling flexibility. Saturday availability is mandatory during tax season.

• Independently prepare federal and state tax returns for individuals, businesses, trusts, and estates.
• Prepare a variety of tax returns, including:
• * ** Form 1040:
  ** Individual income tax returns.
  • Form 1120‑S: S corporation tax returns.
  • Form 1065: Partnership and LLC tax returns.
  • Form 1120: C corporation tax returns.
  • Form 1041: Trust and estate income tax returns.
• Prepare amended returns, extensions, and estimated tax calculations.
• Review financial records, bookkeeping reports, K‑1s, and supporting documentation for accuracy and completeness.
• Identify deductions, credits, and tax‑saving opportunities.
• Recognize potential tax issues and recommend appropriate solutions.
• Research federal and state tax laws and apply current regulations.
• Manage a high volume of tax returns while maintaining accuracy and meeting deadlines.
• Maintain organized client files and accurate documentation.

• Meet directly with clients to gather tax information and discuss their returns.
• Explain tax matters clearly and professionally.
• Respond to client questions, IRS notices, and state tax correspondence.
• Identify opportunities for additional tax planning and advisory services.
• Maintain strong client relationships through exceptional service and timely communication.
• Collaborate with other tax preparers, bookkeepers, and administrative staff.

• Assist clients with IRS and state tax notices.
• Prepare amended returns and resolve filing discrepancies.
• Assist with installment agreements, penalty abatement requests, and other tax matters.
• Represent taxpayers before the IRS when appropriately credentialed and authorized.

• Minimum 3 years of professional tax preparation experience; 5+ years preferred.
• Active Enrolled Agent credential or valid PTIN with substantial professional tax preparation experience.
• Proficiency in Drake Tax software or the ability to learn it.
• Experience preparing a variety of individual and business income tax returns.
• Strong knowledge of federal income tax laws and Arizona tax requirements.
• Ability to independently prepare tax returns from start to finish.
• Experience interpreting financial statements and supporting tax documentation.
• Excellent attention to detail and organizational skills.
• Strong analytical, research, and problem‑solving abilities.
• Professional communication skills and confidence working directly with clients.
• Ability to work efficiently under pressure and meet strict deadlines.
• Dependable, accountable, and committed to maintaining client…