An Enrolled Agent is a federally licensed tax specialist who represents taxpayers before the Internal Revenue Service. The major activities highlighted on the Enrolled Agent Resume include the following – preparing personal income tax returns accurately using relevant software, meeting clients and understanding their requirements, acting promptly on pending cases, and ensuring IRS standards and protocols while giving tax advice. The job description also includes creating tax structures, corporate tax returns, and dealing with unique tax obligations.
Tax work is often related to number-crunching, and so these agents should be comfortable with basic accounting concepts and numbers. A good understanding of tax code to the IRS is required. In addition, the professional should be able to assess financial documentation and be aware of professional jargon that is needed to perform the job. There are two ways to enter this occupation – pass the comprehensive 3-part Special enrolment examination or gain five years of experience in an IRS job.
Objective : Dedicated Enrolled Agent with over five years of experience in tax representation and advisory services. Proven ability to navigate complex tax scenarios and advocate effectively on behalf of clients. Committed to providing insightful tax solutions that optimize financial outcomes and ensure compliance. Eager to contribute expertise in tax law and client relations to a dynamic accounting firm.
Represented taxpayers in all states, specializing in Non-Profit Implementation and 990 tax return preparation.
Expertise in S-Corporation regulations and implementation.
Skilled in resolving disputes with the Internal Revenue Service, ensuring client interests are protected.
Resolved outstanding payroll tax issues, leveraging previous experience as a Payroll Specialist.
Authorized tax practitioner with extensive knowledge in taxation and compliance.
Successfully represented clients at all IRS administrative levels, including audits, collections, and appeals.
Advocated for clients affected by Civil War losses, highlighting the importance of taxpayer representation.
Experience
2-5 Years
Level
Junior
Education
B.S. Accounting
Enrolled Agent/Representative Resume
Summary : Accomplished Enrolled Agent with a decade of extensive experience in tax representation and compliance. Adept at navigating intricate tax regulations and advocating for clients in both personal and business matters. Focused on delivering strategic tax solutions that enhance financial performance while ensuring adherence to legal requirements.
Prepared comprehensive Federal Income Tax reports for both individual and business clients.
Managed bank data entry, including accounts receivable and payable, ensuring accuracy and timeliness.
Acted as a liaison for clients during IRS and state tax inquiries, advocating effectively on their behalf.
Collected and organized essential financial documentation for tax issue resolution.
Engaged in inbound and outbound sales efforts to attract new clients and expand services.
Provided expert customer service by addressing tax-related inquiries and keeping clients updated on case statuses.
Successfully represented clients in IRS audits, achieving a 95% resolution rate without penalties.
Experience
7-10 Years
Level
Management
Education
B.S. Accounting
Enrolled Agent III Resume
Summary : With a decade of dedicated experience as an Enrolled Agent, I specialize in tax representation and compliance, guiding clients through complex tax matters. My expertise lies in delivering tailored tax strategies that enhance financial health while ensuring adherence to regulatory standards. I am passionate about leveraging my extensive knowledge of tax law to empower clients and contribute value to a forward-thinking accounting firm.
Skills : QuickBooks Proficiency, Form 1065 Expertise, Form 1120 Expertise, Form 941 Expertise, Tax Software Proficiency
Description :
Provided expert tax advice and prepared both corporate and individual tax returns, ensuring compliance with all applicable regulations.
Analyzed financial statements and reports to prepare accurate monthly and year-end financial summaries for corporate clients.
Calculated taxes owed, guaranteeing adherence to tax rules and reporting obligations.
Led a team in performing accounting tasks and conducted training sessions on QuickBooks for clients and staff.
Managed payroll processing, ensuring timely submission of payroll reports and sales tax filings.
Designed and implemented a chart of accounts and developed budgets, including preparing depreciation schedules and other financial documents on request.
Evaluated financial transaction records to verify accuracy and completeness of accounting entries.
Experience
10+ Years
Level
Senior
Education
B.S. Accounting
Enrolled Agent/Co-ordinator Resume
Summary : As a dedicated Enrolled Agent with a decade of experience in tax representation and compliance, I excel in navigating intricate tax regulations and advocating for clients across diverse financial landscapes. My commitment to delivering tailored tax strategies enhances client financial health while ensuring adherence to legal standards. I am eager to leverage my extensive expertise in tax law and client relations to drive success within a dynamic accounting environment.
Skills : QuickBooks Proficiency, Attention to Detail, Problem Solving, Communication Skills, Time Management
Description :
Conducted comprehensive tax interviews with clients, ensuring confidentiality and compliance with regulations.
Prepared and filed complex tax returns while mentoring junior staff and enhancing team performance.
Developed strategies to increase tax knowledge among colleagues, improving overall team efficiency.
Gathered essential information from clients to facilitate accurate and efficient tax return preparation.
Worked extended hours during tax season to ensure timely completion of all returns.
Practiced before the Internal Revenue Service, representing clients with professionalism and expertise.
Negotiated tax litigation and alternative payment arrangements on behalf of clients, achieving successful resolutions.
Experience
10+ Years
Level
Senior
Education
B.S. Accounting
Sr. Enrolled Agent Resume
Summary : Tax professional with a decade of expertise as an Enrolled Agent specializing in comprehensive tax representation and strategic compliance. I excel in interpreting complex tax laws, ensuring meticulous adherence, and delivering customized tax solutions that maximize client financial outcomes. My passion for empowering clients through informed decision-making drives my commitment to excellence in the field of taxation.
Fostered strong client relationships, enhancing satisfaction through tailored service delivery.
Collaborated with client management teams to deliver effective tax solutions across multiple engagements.
Managed competing projects efficiently in a high-paced environment, ensuring timely and accurate tax services.
Enhanced professional knowledge by attending advanced educational seminars in taxation, resulting in improved client service.
Prepared and filed accurate tax returns and payroll tax documents for diverse clientele, ensuring compliance with all regulations.
Experience
10+ Years
Level
Senior
Education
BSA
Enrolled Agent/Analyst Resume
Summary : Accomplished Enrolled Agent with 10 years of comprehensive experience in tax representation and compliance, specializing in both individual and business tax matters. Proficient in navigating complex tax legislation and advocating for clients to achieve optimal financial outcomes. I am dedicated to providing strategic tax solutions that ensure compliance while enhancing overall financial health for clients. My goal is to utilize my extensive tax law expertise to support a dynamic accounting firm.
Prepared and filed complex tax returns for individuals and businesses, ensuring accuracy and compliance with federal and state regulations.
Provided comprehensive bookkeeping services, including setup and management of QuickBooks for diverse clients.
Mentored and trained junior staff on tax laws and compliance processes, enhancing team efficiency and knowledge.
Guided clients through tax audits, representing their interests and ensuring compliance with IRS guidelines.
Managed payroll processing for multiple clients, ensuring timely and accurate payments.
Monitored and tracked all tax deadlines, proactively communicating with clients to ensure timely filings.
Enhanced the office's electronic filing system, improving information retrieval and operational efficiency.
Experience
10+ Years
Level
Senior
Education
B.S. Accounting
Lead Enrolled Agent Resume
Headline : Seasoned Enrolled Agent with seven years of extensive experience in tax representation and compliance. I excel at interpreting complex tax regulations and providing clients with tailored strategies that enhance their financial stability. My dedication to client advocacy and tax law expertise enables me to navigate intricate scenarios effectively. I am eager to drive impactful results and foster strong client relationships within a forward-thinking accounting firm.
Skills : Tax Preparation Skills, Critical Thinking, Team Collaboration, Adaptability, Customer Service
Description :
Prepared and reviewed a diverse range of tax returns, including individual, partnership, S-corp, and corporate filings.
Managed year-end General Ledger closings for multiple business clients, ensuring accurate financial reporting.
Acted as a liaison between clients and the IRS, effectively resolving inquiries and disputes.
Provided strategic tax advice to clients based on their unique financial situations and goals.
Passed all three parts of the Special Enrollment Exam (SEE), demonstrating comprehensive tax knowledge.
Authorized to represent taxpayers in all 50 states, enhancing client service capabilities.
Conducted thorough tax interviews, ensuring accurate and complete tax return preparation for clients.
Experience
5-7 Years
Level
Executive
Education
B.S. Accounting
Associate Enrolled Agent Resume
Summary : As a skilled Enrolled Agent with a decade of experience, I excel at guiding clients through intricate tax regulations and providing strategic representation. My focus on delivering customized tax solutions not only ensures compliance but also optimizes financial outcomes for individuals and businesses alike. I am eager to leverage my extensive knowledge of tax law and client advocacy to drive success within a progressive accounting firm.
Managed tax code compliance for a diverse portfolio of clients, ensuring adherence to current regulations.
Prepared and filed business and personal tax returns, payroll processing, and financial reporting.
Identified process improvements, enhancing operational efficiency and client satisfaction.
Acquired and retained a robust client base through targeted outreach and exceptional service.
Maintained accurate records and reconciled multiple accounts to ensure financial integrity.
Communicated complex tax concepts effectively to clients, improving their understanding and compliance.
Analyzed client financial data to develop strategies that minimized tax liabilities and maximized returns.
Experience
10+ Years
Level
Senior
Education
B.S. Accounting
Enrolled Agent/Executive Resume
Summary : With a robust 10 years of expertise as an Enrolled Agent, I excel in providing comprehensive tax representation and strategic compliance solutions. My ability to interpret complex tax codes enables me to advocate effectively for clients, ensuring optimal financial outcomes while maintaining strict adherence to regulations. I am committed to leveraging my extensive knowledge of tax law to deliver innovative strategies that empower clients and enhance their financial well-being.
Actively represent clients in negotiations with the IRS, focusing on resolving back tax liabilities and securing favorable terms.
Prepare and file comprehensive tax returns for individuals and businesses, ensuring compliance with all applicable regulations.
Provide expert advice on tax planning strategies to minimize liabilities and maximize returns.
Successfully advocate for clients during audits, ensuring fair treatment and proper representation.
Conduct thorough research to stay updated on changing tax laws and regulations, applying knowledge to client cases.
Facilitate client education on tax-related matters, empowering them to make informed financial decisions.
Implement efficient processes for tax preparation and filing, enhancing overall workflow and client satisfaction.
Experience
10+ Years
Level
Senior
Education
BSA
Enrolled Agent Resume
Summary : Bringing a wealth of 10 years of experience as an Enrolled Agent, I adeptly support clients through intricate tax landscapes, ensuring compliance and optimal financial outcomes. My expertise encompasses tax representation, strategic compliance, and advocacy, empowering clients to navigate their unique tax challenges.
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