Enrolled Agent Resume Samples

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Enrolled Agents represent taxpayers before all of the administrative levels of the IRS. Their resumes highlight such skills as preparing approximately personal income tax returns using UltraTax software, and speaking with clients to determine the best tax outcomes for their individual situations. Example resumes show that there are two ways in which to become an Enrolled Agent: you can either work for the IRS for five years in a position requiring the interpretation of the tax code, or pass all three parts of the Special Enrollment Exam, as well as a background check.

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1

Enrolled Agent

Proficiently prepared Federal and California state tax returns for individual and small
business clients

  • Provided business clients with bookkeeping services including bank reconciliation, revenue
  • Interviewed and consulted with clients to collect financial data, advise on tax reporting issues and define supporting bookkeeping/accounting needs
  • Efficiently managed office administrative functions, from information systems maintenance to general clerical
Candidate Info
5
years in
workforce
5
years
at this job
BA
Bachelor of Arts
2

Master Tax Advisor, Enrolled Agent

  • Conducted tax interviews with clients to prepare complete & accurate tax returns, ranging from simple to complex for individuals and small businesses
  • Ensured client confidentiality and privacy
  • Offered additional H&R Block products and services
  • Mentored and supported teammates
Candidate Info
12
years in
workforce
1
year
at this job
MBA
Finance
3

Federal Tax Manager Enrolled Agent

Assists banks and financial institutions with fiduciary charitable trust tax compliance services.

  • Responsible for the review charitable returns including: perpetual care funds, Veba's and unrelated business income tax returns for tax exempt entities.
  • Ensures the accurate completion of returns and timely client deliverables.
  • Assists the client with tax research on specific charitable issues.
  • Manages a team of twelve staff professionals.
  • Enjoys being a mentor to three associates.
Candidate Info
20
years in
workforce
11
years
at this job
AS
Business Administration
BA
Finance
4

Enrolled Agent & Tax Consultant

  • Represent & advise audited clients before the Internal Revenue Service and CA Franchise Tax Board
  • Write concise, focused & effective IRS & CA FTB communications to address audit notices
  • Review client returns to ensure that it is compliant with current tax regulations
  • Assist clients with strategic tax planning to meet their financial objectives
  • Prepare amended multi-year and multi state returns
  • Recommend and explain different investment options for high net worth clients
Candidate Info
12
years in
workforce
6
years
at this job
C
Financial Analysis And Valuation
BS
Business Administration
MBA
Corporate Finance; Corporate Reporting And Analysis
5

Master Tax Adviser; Enrolled Agent

  • Assist clients with their tax questions and concerns
  • Review previous year's tax returns for errors and/or omissions and make corrections
  • Prepare client tax returns and forms as necessary to ensure they receive the best possible return
  • File all necessary forms with IRS and state agencies as needed for clients
  • Having tax talks to market the brand and to increase new business
Candidate Info
23
years in
workforce
4
years
at this job
AS
Business Administration
BS
Business Management
6

Tax Professional /enrolled Agent

Prepared tax returns for individuals and businesses

  • Assisted individuals with audit notices
  • Co-taught professional tax theory classes and informational workshops to the public
  • Assisted office manager by organizing and maintaining client files and software
Candidate Info
42
years in
workforce
11
years
at this job
C
Chemical Dependency And Family Counseling
BA
Child Development
Tax Preparation
7

TAX ASSOCIATE, ENROLLED AGENT

  • Prepares and e-file individual and small business returns along with year end forms.
  • Manages multiple client projects, while alerting management of potential conflicts that may arise.
  • Research tax issues utilizing Internal Revenue Code, Treasury Regulations and research software.
  • Responds to IRS, state and local correspondence.
  • Identifies and implement tax planning opportunities.
  • Assists in identifying potential non-compliance within organizations.
  • Reviews client accounting and operating procedures.
Candidate Info
13
years in
workforce
10
years
at this job
AS
Accounting
8

Tax Consultant - Enrolled Agent

  • Review Federal and State tax issues with clients and prepare tax returns.
  • Advise clients on investment, insurance, and estate planning issues
  • Licensed representative for life, health, property & casualty insurance.
Candidate Info
38
years in
workforce
5
years
at this job
BA
Economics
BS
Accounting
MBA
Finance

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