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0-5 years of experience
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
0-5 years of experience
- 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
10+ years of experience
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.
6-10 years of experience
- 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
0-5 years of experience
- 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
10+ years of experience
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
6-10 years of experience
- 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.
0-5 years of experience
- 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.
Enrolled Agent Duties and Responsibilities
Daily job responsibilities for enrolled agents depend on the complexity of the taxes they’re filing and the type of organization they’re working for. However, the following core tasks are commonly associated with the job:
Conduct Interviews
In order to get a clear understanding of the client’s tax situation, enrolled agents hold multiple consultations with clients, where they conduct interviews and collect the relevant financial documents. During these sessions, enrolled agents also answer clients’ questions regarding tax and inform them about the impact of tax laws on their business.
Develop Tax Strategy
Whether they’re working with individuals or companies, enrolled agents assist with developing tax strategy, from large-scale annual financial planning to advice for specific cases and transactions. A useful part of this is identifying opportunities to minimize taxes, such as tax loss harvesting.
Prepare Forms
Enrolled agents prepare tax-related forms for clients, including multiyear, multistate, and year-end tax forms. They usually accomplish these as e-files, which they then print out and send back to clients for review and signing. Once they obtain client approval, they submit these forms to IRS and state agencies.
Review Accounting Procedures
As tax practitioners, it’s the duty of enrolled agents to examine their clients’ accounting procedures for compliance. In particular, they meticulously review tax returns, checking if the information is accurate and notifying clients if they discover violations or errors.
Represent Clients
With the exception of tax courts, enrolled agents may represent clients in all hearings, conferences, and other meetings with the IRS regarding tax issues. They can also communicate with the IRS on behalf of clients through in-person discussions, mail correspondence, or digital means.
Enrolled Agent Skills and Qualifications
Enrolled agents are meticulous individuals who process paperwork efficiently and use their tax know-how to find solutions for clients. They possess federal authorization along with the following skills:
- Technical tax aptitude – enrolled agents must have an in-depth understanding of tax types and procedures if they are to give advice on how to handle tax issues, such as IRS investigations or unfiled tax returns
- Research – tax laws change frequently and vary from state to state, so enrolled agents must remain up to date. They also need research skills for dealing with diverse situations that require very specific laws
- Critical thinking – enrolled agents must be critical thinkers who can analyze a client’s financial standing, goals, and tax history to resolve problems and optimize accounting procedures
- Customer service – clients come to enrolled agents for help with tax issues. Given that this is often stressful and confusing for clients, enrolled agents must provide a comfortable, safe environment where clients can express their questions and concerns
- Communication skills – enrolled agents must be able to explain technical details to clients using everyday language. Aside from this, they must exhibit good verbal and written communication skills when representing clients before the IRS
Enrolled Agent Education and Training
There are no minimum education requirements for enrolled agents, although most have a high school diploma at minimum, and a degree in accounting, finance, or a related field can be useful. Enrolled agents become eligible for practice by passing all three parts of the Special Enrollment Exam (SEE), which is regulated by the IRS. However, CPAs, lawyers, and those who have worked in the IRS for five years in a position requiring tax code interpretation can apply directly for enrollment without taking the exam.
Enrolled Agent Salary and Outlook
PayScale data shows that enrolled agents earn an annual median income of nearly $49,000. Those in the lowest 10 percent of earners make as little as $30,000 every year, while
those in the top 10 percent earn as much as $76,000.
Since enrolled agents work independently or within accounting firms, they share many job duties with accountants and auditors, a sector that has a positive job outlook of 10 percent until 2026, according to the Bureau of Labor Statistics (BLS). This is primarily because of economic growth and the increasing complexity of taxes and regulations.
Helpful Resources
Check out some of these resources as you explore the career path of an enrolled agent:
National Association of Enrolled Agents – NAEA is the premier community for enrolled agents nationwide. Committed to deepening the tax expertise of its members, it offers diverse offline and online learning opportunities, updates about tax news and policy changes, and business marketing tools
The Enrolled Agent Tax Consulting Practice Guide: Learn How to Develop, Market, and Operate a Profitable Tax and IRS Representation Practice – this practical book discusses how enrolled agents can establish a thriving practice. Supplemented with interviews with successful enrolled agents, it gives classic tips on marketing and promotion, interacting with clients, and choosing price points for services
Accounting Today – enrolled agents who want to sharpen their bookkeeping and auditing skills will find much to learn in this online business news magazine, which publishes intelligent, thoughtful articles about tax laws, accounting topics, and business building
Taxation with Representation: Advice from a Tax Resolutions Specialist – written by an enrolled agent and tax resolutions expert, this easy-to-read guide tackles the taxation process, laying down best practices for businesses as well as how to respond to issues and consult with specialists
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