What are the responsibilities and job description for the Enrolled Agent or Tax Preparer position at Shoemaker Financial?
Enrolled Agent OR Tax Preparer
Shoemaker Financial
Location: Germantown, TN
Position: Full-Time or Part-Time
About Shoemaker Financial
Shoemaker Financial is a well‑established financial services firm dedicated to helping individuals, families, and business owners achieve long-term financial success. We take pride in providing personalized service, expert guidance, and a collaborative work environment. We are seeking an Enrolled Agent Tax Preparer with 1–3 years of experience to support our expanding tax services.
Position Overview
We are looking for a detail-oriented and client-focused Enrolled Agent to prepare individual and small-business tax returns, assist with tax planning, and deliver an exceptional client experience. This role offers flexibility, with a blend of onsite work and remote-eligible tasks. Ideal for someone growing in their career and excited to work in a professional financial services setting.
Key Responsibilities
- Prepare and review individual (1040) and small business tax returns (Schedule C, partnerships, or S-corps depending on experience).
- Assist with tax planning strategies and respond to basic tax inquiries from clients.
- Ensure accuracy, completeness, and compliance with IRS regulations.
- Maintain organized documentation and manage confidential information appropriately.
- Communicate with clients regarding missing information, tax status updates, and next steps.
- Support advisors and internal teams during peak season with timely and accurate tax-related deliverables.
- Stay current on tax law changes and compliance updates.
Qualification Requirements
Required:
- Certified Tax Preparer OR Enrolled Agent (EA) designation
- 1–3 years of tax preparation experience (public accounting, financial services, or independent practice).
- Strong understanding of federal and basic state tax laws.
- Excellent oral and written communication skills.
- Strong attention to detail, accuracy, and proofreading skills.
- Ability to manage and prioritize workload effectively.
- Ability to work independently with minimal supervision.
- Strong problem-solving skills; resourceful, creative, and results-oriented.
- Proficiency with Microsoft Office, including Excel and Outlook.
- Ability to quickly learn new software and adapt to changing technologies.
Preferred:
- Bachelor’s Degree or AA Degree.
- Experience in a financial or insurance environment.
- Experience with tax software (e.g., UltraTax, Drake, ProSeries, etc.).
Work Schedule & Flexibility
- Full-time or part-time options available
- Some onsite work required, with flexibility for hybrid scheduling depending on workload and season
- Additional hours may be required during peak tax season (January–April)
Pay: $16.00 - $35.00 per hour
Benefits:
- 401(k) matching
- Bereavement leave
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- License reimbursement
- Life insurance
- Opportunities for advancement
- Paid sick time
- Paid time off
- Parental leave
- Prescription drug insurance
- Retirement plan
- Vision insurance
- Work from home
Work Location: Hybrid remote in Germantown, TN 38138
Salary : $16 - $35