Enrolled Tax Agent

Job Description

Job Description

Position Summary

We are seeking an experienced Tax Accountant, CPA or Enrolled Agent to join Mort & Mandel CPAs. The ideal candidate will have extensive hands-on experience preparing and reviewing complex individual, partnership, and corporate tax returns, with a strong emphasis on Forms 1040, 1065, and 1120. This position requires strong technical tax knowledge, excellent analytical skills, and the ability to manage multiple client engagements while maintaining exceptional accuracy and client service.

Essential Duties and Responsibilities

• Prepare and review complex federal, state, and local tax returns, including: Form 1040 – Individual Income Tax Returns Form 1065 – Partnership Tax Returns Form 1120 and 1120S – Corporate Tax Returns
• Analyze financial records and supporting documentation to ensure accurate tax reporting.
• Research tax laws, regulations, and compliance requirements.
• Identify tax planning opportunities and strategies for clients.
• Review client bookkeeping and financial statements for tax preparation purposes.
• Communicate directly with clients to gather information, answer questions, and provide tax guidance.
• Assist clients with IRS and state tax notices, audits, and inquiries.
• Manage multiple client deadlines and ensure timely filing of returns.
• Stay current on changes in federal, state, and local tax laws.
• Assist with tax projections, estimated tax calculations, and year-end tax planning.

Qualifications Required

• Bachelor's degree in Accounting
• Minimum 8+ years of public accounting or accounting firm tax experience.
• Significant experience preparing and reviewing:
• • Form 1040 returns
  • Form 1065 partnership returns
  • Form 1120/1120S corporate returns
• Strong understanding of federal and state tax regulations.
• Experience with tax preparation software such as UltraTax and Sage.
• Proficiency in Microsoft Excel and QuickBooks.
• Excellent attention to detail and organizational skills.
• Strong verbal and written communication skills.
• Ability to work independently and manage multiple priorities.

Benefits

• Competitive salary based on experience
• 401(k) with company match
• 3 Weeks paid time off and holidays
• Continuing education and professional development
• CPA licensing and continuing education support
• Flexible schedule
• Hybrid
• Bonus
• Overtime available

Ideal Candidate Profile:
A seasoned tax professional with extensive experience preparing and reviewing high volumes of Forms 1040, 1065, and 1120 tax returns, capable of managing complex tax engagements, and serving as a trusted advisor to clients. ​​​​​​

We are hiring for an Accounting Firm, Mort & Mandel CPAs. Are you looking to be part of a small, growing, dynamic, professional company with lots of growth, great PTO, compensation and bonuses? This is the company.

Company Description

We are hiring for an Accounting Firm, Mort & Mandel CPAs. Are you looking to be part of a small, growing, dynamic, professional company with lots of growth, great PTO, compensation and bonuses? This is the company.