Tax Specialist / Enrolled Agent

Job Summary

Tax Specialist

Key Responsibilities

• Prepare/review US returns for 

  individuals and businesses

   in compliance with 

  federal and state

   requirements, including 

  1040, 1065, 1120S, 1120

   (W-2, self-employed, small business owners) 
• Prepare and file 

  expatriate/international

   returns and forms as applicable: 

  1116, 2555, FBAR, 8938, 5471

  ; advise on 

  tax treaties, residency issues, FATCA/FBAR

   compliance 
• Prepare/review 

  trust

   and 

  franchise tax

   returns; support 

  SALT compliance

   and state filings where applicable 
• Manage 

  1099 generation

   and year-end contractor reporting workflows 
• Monitor 

  tax law changes

  , perform technical research, and translate updates into client-ready guidance and compliant filings 
• Handle 

  IRS notices

   end-to-end, including 

  penalty/interest abatements using POA

   
• Represent clients before 

  IRS Revenue Officers

   for 

  Offer in Compromise

   and 

  Installment Agreements

  ; initiate 

  Taxpayer Advocate Service

   cases when needed 
• Deliver 

  tax planning and savings strategies

  , including 

  real estate tax planning

   and coordination/support for 

  cost segregation

   work to accelerate depreciation 
• Provide tax consultations, document technical conclusions, and tailor solutions by understanding the client’s financial situation 
• Manage 

  outsourced tax preparation projects

   for US-based clients (coordination, quality review, and timely delivery) 

Required Tools (one per category)

• Tax Software:

   CCH Axcess or similar

• Accounting Review Tool:

   QuickBooks or similar 

• Spreadsheet:

   Microsoft Excel (MS Office) or similar

• IRS Tooling:

   IRS e-Services or similar

• Workflow / Document Handling:

   ProConnect or similar

• Document Management (receipts/statements):

   Dext or similar

• Payroll Support Tool:

   Drake or similar

Qualifications

• EA/US tax experience with strong exposure to 

  IRS representation

   and notice resolution 
• Strong knowledge of 

  international tax compliance

   (FATCA/FBAR, treaties, residency) as relevant to engagements 
• Proven experience with 

  POA, abatements, OIC/IA

  , and escalation to 

  TAS

   when needed 
• Strong communication, client-handling, and technical documentation skills 

• Good to have:

   CPA / CA / CFA (completed or pursuing)