Enrolled Agent Job at Strategic Wealth Planning, Richardson, TX

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  • Strategic Wealth Planning
  • Richardson, TX

Job Description

Job Description

Job Description

We are looking for an Enrolled Agent to join our team! You will be responsible for preparing and analyzing financial records for our company. 

Responsibilities:

  • Prepare and file taxes for firm clients
  • Prepare and examine accounting records, financial statements, taxes, and other financial reports
  • Develop and analyze reporting for business operations and budgets
  • Perform audits, ensuring adherence to standard requirements
  • Create new processes to improve financial efficiency
  • Report analysis and findings to management team

Qualifications:

  • Three years experience preparing and filing income tax returns.
  • Knowledge of GAAP
  • Experience with current computer accounting programs and reporting tools
  • Detail and deadline-oriented
  • Strong analytical and problem solving skills
  • Work with firm team of staff accountants as well as client CPAs
Company Description

Our boutique financial services firm located in Richardson, Texas offers a unique opportunity to work in the areas of financial planning and investing.

Company Description

Our boutique financial services firm located in Richardson, Texas offers a unique opportunity to work in the areas of financial planning and investing.

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