Enrolled Agent - Tax Preparer

MBC Talent Connections
Naples, FL
Role Summary

An established professional office is seeking a skilled Enrolled Agent (EA) / Tax Preparer to join its on-site team in Naples, Florida. This position is ideal for a tax professional who enjoys handling complex returns and building long-term client relationships. The role involves year-round tax preparation, planning, and compliance support for individuals, trusts, and business entities in a structured and collaborative environment.

Primary Responsibilities
  • Prepare and review federal and state tax returns, including Forms 1040, 1041, 1120, 1120S, and 1065
  • Assist with tax planning strategies to support client financial goals
  • Manage compliance requirements and respond to IRS notices and correspondence
  • Work closely with fiduciaries, attorneys, and financial advisors on client matters
  • Maintain strict confidentiality and ensure accuracy and timeliness of filings
  • Stay current with tax law changes and best practices
Qualifications & Skills
  • Active EA or CPA credential in good standing

  • Minimum 3 years of professional tax preparation experience

  • Strong knowledge of individual, trust, and business taxation

  • Experience with Drake, UltraTax, or similar tax software

  • Familiarity with QuickBooks preferred

  • Trust and estate tax experience is an advantage

Compensation & Benefits
  • Salary range: $80,000 – $145,000

  • Bonus opportunities

  • 401(k) plan

  • Flexible schedule options

  • Continuing education support

Posted 2026-01-30

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