Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their future.

We’re hiring a dynamic Enrolled Agent to join our high-performing Wealth Strategy Department . The Enrolled Agent provides dedicated support to the tax preparation team and works closely with the wealth advisors to provide tax centric documents and planning support to high-net-worth families. This position requires flexibility, excellent verbal and written communication skills, and attention to detail.

Day-to-Day as Enrolled Agent:

• Work closely with the Wealth Advisors and our high-net-worth clients to provide an integrated tax/wealth experience.
• Assist with preparing federal and multi-state individuals and trust income tax returns.
• Learn and effectively utilize tax preparation software to continually learn, share knowledge with team members, and enhance the quality of service to clients.
• Review documents and tax returns for accuracy.
• Coordinate and communicate with other team members to perform job functions.
• Other various assigned projects associated with tax and wealth services.

What You Bring as Enrolled Agent:

• Bachelor’s degree in Accounting or related field
• 4 years of EA work experience
• Knowledge of tax laws and concepts
• Familiarity with Form 1040 and/or Form 1041
• Strong technical skills
• Attention to detail and ability to take initiative to meet deadlines
• Strong communications skills (written/verbal) and professionalism
• Ability to work independently and remain flexible as priorities change
• Proficient in Microsoft Office – Word, Excel, Outlook and PowerPoint
• Excellent organizational skills, ability to multi-task, detail-oriented
• Able to navigate a fast-paced environment with a positive attitude

Job Type : Full-time

Location : This position is based out of one of our offices – Austin, Chicago, Greensboro, Salt Lake City, San Diego, Santa Barbara, Scottsdale, or Seattle, Walnut Creek.

Salary : $75,000-$85,000 base, plus bonus

For further consideration, please submit a brief cover letter and resume outlining your proven success in client services, supporting operations in a financial capacity. Mission Wealth offers competitive salary team-based bonus plan | medical/dental/vision benefits | 401K | PTO and VTO.