Tax Advisor / Senior Enrolled Agent (EA)

**IMPORTANT \- Read all description before applying** **Not your typical tax firm** We’re not here to be boring accountants. At Shoebox Tax Prep, we: * Do the right thing (always) * Follow systems that actually work * Take ownership (no babysitting) * Ask questions, improve things, and grow together * And yes… we actually enjoy the journey If you want a place where: * You can **be yourself** * You’re **trusted to own** your work * You follow clear processes (not chaos) * You’re part of a small, high\-performing team (4 people → you’ll be \#5\) **You’ll fit right in!** **Role Overview** We're looking for an experienced Tax Advisor / Senior Enrolled Agent (EA) to provide tax expertise and strategic guidance to our clients. This role focuses on tax planning, tax compliance, client consultations, reviewing tax returns, and helping ensure Shoebox Tax Prep remains aligned with current IRS regulations and best practices. You will serve as a trusted advisor to clients while supporting the delivery of accurate, timely, and high\-quality tax services. **Key Responsibilities** Tax Advisory \& Planning * Conduct tax planning meetings with clients * Develop mid\-year and year\-end tax strategies * Prepare tax estimates and quarterly payment recommendations * Identify tax savings opportunities and potential tax risks * Help clients understand the tax implications of business and financial decisions * Provide proactive recommendations to help clients reduce tax liabilities and achieve their financial goals Tax Review \& Quality Control * Review personal and business tax returns prepared by team members * Identify errors, omissions, and compliance risks * Provide technical feedback and recommendations * Ensure returns meet Shoebox quality standards before filing * Support complex tax situations and escalations * Maintain accurate, complete, and review\-ready files Client Advisory \& Communication * Meet with clients virtually and by phone * Explain tax positions, planning opportunities, and recommendations * Answer client questions and provide professional guidance * Build long\-term client relationships based on trust and value * Handle complex client situations with professionalism and sound judgment * Communicate proactively with clients throughout the tax and planning process Tax Compliance \& Regulatory Updates * Stay current with IRS regulations, tax law changes, and filing requirements * Monitor legislative and regulatory updates that impact clients * Ensure Shoebox Tax Prep's tax practices, recommendations, and procedures remain aligned with current IRS requirements * Communicate relevant tax law changes to clients and team members when appropriate * Support the continuous improvement of internal tax procedures and technical guidance Workflow \& Process Execution * Follow established workflows and standards * Ensure assigned files progress according to internal timelines and IRS deadlines * Proactively identify and escalate tax, compliance, or client risks * Contribute ideas to improve efficiency, quality, and client experience * Support consistent execution of Shoebox processes and best practices **Qualifications** Required * Enrolled Agent (EA) designation * 5\+ years of experience in U.S. tax preparation, tax review, and tax advisory services * Strong experience with personal and business tax returns * Experience preparing tax estimates and conducting tax planning * Strong knowledge of U.S. tax regulations and compliance requirements * Excellent client communication and relationship\-building skills * Strong accountability and ownership mindset * Exceptional attention to detail * Ability to exercise professional judgment and make recommendations confidently Preferred * CPA designation * Experience in a tax or accounting firm * Experience with QuickBooks * Experience working with business owners * Experience reviewing the work of other tax professionals At Shoebox Tax Prep, we're looking for professionals who think critically, act with integrity, embrace accountability, and genuinely care about helping clients make better financial decisions. **Work Structure** * Hybrid position * 1 day per week in\-office during tax season * Remote work outside tax season * Flexible scheduling * Increased hours during peak periods **What Success Looks Like** * Clients trust your advice and seek your recommendations proactively * Tax returns are reviewed accurately and efficiently * Tax planning opportunities are consistently identified and communicated * Tax estimates are accurate and delivered on time * Shoebox remains aligned with current IRS requirements and regulatory changes * Complex tax matters are resolved effectively and professionally * Team members seek your expertise on technical tax questions * Clients receive clear, proactive, and professional communication * Work moves smoothly with minimal rework or corrections **Why Join Shoebox** * Clear systems → less stress, more impact * Small team → high visibility and influence * Meaningful client relationships * Advisory\-focused work, not just tax preparation * Opportunity to deepen your tax expertise * Culture → serious about work, not about ourselves * Ability to directly influence client outcomes and create measurable value **Benefits** Our benefit offerings can help associates plan for their unique health, well\-being, and financial wellness needs: * Flexible/remote opportunities that meet your life, collaborative teams and much more! * After 60 days: 100% Employer paid medical insurance; Short/Long Term Disability, and Life Insurance * After one year: 401(k) plan participation (if age 21\+) * Paid time off and company holidays **TO APPLY \=\> Please send either a video or a letter of intention with your resume to** ***sonia@shoeboxtaxprep.com*****.** Job Type: Full\-time Pay: From $38\.00 per hour Expected hours: 35\.0 per week Benefits: * 401(k) * Dental insurance * Flexible schedule * Health insurance * Life insurance * Paid time off * Work from home Work Location: Hybrid remote in Sandy Springs, GA 30328