Enrolled Agent (EA) Licensed US Tax Professional

We are seeking an Enrolled Agent to support individual and business clients with tax preparation, tax return reviews, case management, financial analysis, and IRS representation.

This role involves preparing and reviewing returns, evaluating taxpayer records, managing assigned cases, communicating with clients and tax authorities, and coordinating with our internal team to move matters forward accurately and efficiently. Depending on experience and assigned responsibilities, the position may also involve IRS audits, tax controversy, collection matters, and tax resolution.

The ideal candidate has a strong foundation in tax preparation and compliance, experience managing client cases, and the ability to review financial information and explain tax matters clearly. Experience with audits, taxpayer representation, or tax controversy is a plus.

Key Responsibilities

- Prepare and review individual and business tax returns, including current-year, prior-year, and amended returns, as assigned.
- Review tax returns and supporting documentation for accuracy, completeness, appropriate tax treatment, and compliance with applicable requirements.
- Analyze IRS transcripts, prior returns, notices, and account information to identify missing filings, discrepancies, balances, and other compliance issues.
- Review and reconcile financial records, bank statements, bookkeeping reports, income and expenses, and other supporting documentation for tax preparation, financial analysis, and audit support.
- Manage assigned client cases from initial review through completion, tracking deadlines, outstanding documents, follow-up tasks, and next steps.
- Communicate with clients to obtain information, explain tax issues, answer questions, and provide clear updates on case progress.
- Represent taxpayers before the IRS within the authority granted to Enrolled Agents and the scope of the clients authorization.
- Communicate with IRS representatives regarding taxpayer accounts, filing compliance, notices, examinations, collection activity, and resolution matters.
- Prepare responses to IRS and applicable state tax notices,



correspondence, and requests for supporting information.
- Assist with IRS audits, examinations, and tax controversy matters, including organizing records, researching issues, and preparing documentation to support taxpayer positions.
- Evaluate taxpayer financial circumstances and assist with appropriate resolution strategies, including installment agreements, offers in compromise, Currently Not Collectible status, and penalty abatement, as assigned.
- Prepare and review applicable tax forms, financial disclosures, authorizations, and supporting submissions.
- Research tax laws, IRS procedures, and relevant guidance to address case issues and recommend appropriate next steps.
- Maintain clear, complete case notes documenting client communications, tax authority interactions, research, submissions, and follow-up requirements.
- Coordinate with Case Managers, tax preparers, other Enrolled Agents, and leadership to maintain accurate work and timely case progress.
- Identify and escalate significant discrepancies, urgent deadlines, enforcement activity, and complex legal or procedural concerns.
- Follow Circular 230, applicable confidentiality and data-security requirements, and internal quality-control procedures.

Requirements

- Active Enrolled Agent credential in good standing with the IRS.
- Active Preparer Tax Identification Number (PTIN).
- Experience preparing or reviewing individual tax returns.
- Experience managing client cases, documentation, deadlines, and follow-up responsibilities.
- Working knowledge of federal tax rules, filing requirements, and common taxpayer compliance issues.
- Ability to review and interpret tax returns, IRS transcripts, notices, and supporting financial records.
- Strong analytical skills, attention to detail,



and sound professional judgment.
- Strong written and verbal communication skills, including the ability to explain tax matters clearly to clients.
- Proficiency with professional tax preparation software and comfort using case-management systems.
- Ability to manage multiple assignments, prioritize time-sensitive matters, and maintain accurate records.
- Ability to handle confidential taxpayer information appropriately and maintain required professional credentials.
- Availability to communicate with clients and tax authorities during applicable business hours.

Preferred Experience

- Business tax preparation, including partnership, S corporation, or corporate returns.
- Reviewing returns prepared by others and identifying errors, inconsistencies, or unsupported tax positions.
- Direct communication with IRS representatives and experience representing taxpayers.
- IRS audits or examinations, audit responses, tax controversy, or administrative appeals.
- Tax resolution and collection matters, including installment agreements, offers in compromise, penalty abatement, levy issues, or Currently Not Collectible determinations.
- Preparing or reviewing taxpayer financial disclosures, including Forms 433-A, 433-B, or 433-F.
- Supporting financial audits, reviewing accounting records and internal controls, or reconciling financial statements and bookkeeping records.
- Managing a substantial caseload in a tax practice, accounting firm, or tax resolution environment.

Candidates with strong tax preparation, review, and case-management experience are encouraged to apply, even if their experience does not include every preferred area.

Career development & Licensing Support

We sponsor additional licenses and professional credentials needed for your assigned responsibilities, with support obtaining applicable registrations and IRS authorizations.

Applicants must already hold an active EA credential and PTIN. This role offers opportunities to expand your experience across tax preparation, case management, IRS representation, audits, and tax controversy.

📌 US Taxation Associate - Enrolled Agent (EA) (Licensed)
🏢 Nameless
📍 Hyderabad