Tax & Financial Planning Associate (Enrolled Agent) - Edwardsburg

Only for registered members Edwardsburg, United States

1 month ago

Default job background
$70,000 - $100,000 (USD)

Job summary

We are seeking a detail-oriented Enrolled Agent (EA) to prepare individual income tax returns during tax season and support financial planning activities during the remainder of the year. This is a year-round position with a seasonal shift in focus. During tax season, the role centers on preparing individual tax returns (Form 1040). Outside of tax season, the associate will support our advisory team by helping build and analyze financial plans, with particular attention to tax-aware strategies.
  • The ideal candidate enjoys tax preparation and has strong planning skills.
  • This role offers meaningful involvement in financial planning outside of tax season
  • Direct collaboration with experienced financial advisors

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