Enrolled Agent Job Description [Updated for 2025]

In the complex world of taxation and finance, the role of an Enrolled Agent has become increasingly vital.

As tax laws evolve and financial regulations tighten, the demand for proficient individuals who can navigate, enhance, and protect our fiscal structure intensifies.

So, let’s delve deeper: What’s really expected of an Enrolled Agent?

Whether you are:

• A job seeker trying to understand the core responsibilities of this role,
• A hiring manager looking to define the perfect candidate,
• Or simply intrigued by the intricate world of tax and financial management,

You’ve come to the right place.

Today, we present a customizable Enrolled Agent job description template, designed for seamless posting on job boards or career sites.

Let’s get started.

Enrolled Agent Duties and Responsibilities

Enrolled Agents are federally-authorized tax practitioners who have technical expertise in the field of taxation and are empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service (IRS) for audits, collections, and appeals.

Their duties and responsibilities include:

• Assessing, analyzing and interpreting tax laws, regulations and standards
• Preparing and filing federal and state tax returns for individuals, businesses, and organizations
• Assisting clients with tax planning and advising them on tax-related issues
• Representing clients before the IRS in case of audits, appeals, or collections
• Responding to IRS notices and assisting clients with tax compliance and resolution
• Preparing written reports and correspondence, and maintaining documentation of tax returns and other tax-related activities
• Staying updated with the latest tax legislation, regulations and IRS rulings
• Consulting with clients on the impact of new tax laws and planning for future tax situations

 

Enrolled Agent Job Description Template

Job Brief

We are searching for a certified Enrolled Agent to join our team and provide our clients with expert tax advice.

Enrolled Agents responsibilities include preparation of complex tax returns, representation of clients before the Internal Revenue Service (IRS), and providing advice on tax-related issues.

Our ideal candidate is knowledgeable about the latest tax laws and regulations, has excellent communication skills, and is adept at interpreting and applying tax law.

The role of the Enrolled Agent is to assist clients in meeting their tax obligations while minimizing their tax liability and maximizing their financial opportunities.

 

Responsibilities

• Preparation and review of complex tax returns for individuals, corporations, partnerships, and non-profit entities
• Representation of clients before the IRS and other tax authorities
• Advising clients on tax-related issues and strategies
• Staying current on the latest tax laws and regulations
• Assisting in tax planning and projections
• Identifying potential tax credits and liabilities
• Ensuring compliance with federal, state, and local tax laws and regulations
• Maintaining client confidentiality and professional conduct

 

Qualifications

• Current certification as an Enrolled Agent
• Proven experience in tax preparation and representation
• Strong knowledge of tax code, compliance and procedures for corporations, partnerships, and individuals
• Excellent knowledge of tax accounting, tax compliance and all types of tax returns
• Good at meeting deadlines and solving problems
• Exceptional client service along with the ability to develop excellent client relationships
• Strong leadership and personnel management skills
• Analytical skills and detail oriented
• BSc degree in Accounting or MAcc (Master’s in Accounting) or relevant field

 

Benefits

• 401(k)
• Health insurance
• Dental insurance
• Retirement plan
• Paid time off
• Professional development opportunities

 

Additional Information

• Job Title: Enrolled Agent
• Work Environment: Office setting with potential for remote work. Some local travel may be required for client meetings.
• Reporting Structure: Reports to the Tax Manager or Partner.
• Salary: Salary is based upon candidate experience and qualifications, as well as market and business considerations.
• Pay Range: $60,000 minimum to $100,000 maximum
• Location: [City, State] (specify the location or indicate if remote)
• Employment Type: Full-time
• Equal Opportunity Statement: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
• Application Instructions: Please submit your resume and a cover letter outlining your qualifications and experience to [email address or application portal].

 

What Does an Enrolled Agent Do?

Enrolled Agents, often referred to as EAs, are federally-authorized tax practitioners who specialize in taxation and have unlimited rights to represent taxpayers before the IRS.

They are experts in dealing with all types of tax issues, from simple tax return preparation to complex audit cases.

They prepare and file tax returns for individuals, partnerships, corporations, estates, trusts, and other entities that have tax-reporting requirements.

Enrolled Agents also provide tax consultation services, helping clients understand the complexities of the tax code and advising on how to minimize tax liability within legal limits.

If a client is facing an audit, an Enrolled Agent can represent them before the IRS, handling all correspondence, attending meetings, and negotiating on the client’s behalf.

In addition to these responsibilities, Enrolled Agents are required to stay up-to-date with the ever-changing tax laws and regulations to ensure that they are providing the most accurate and effective tax advice to their clients.

 

Enrolled Agent Qualifications and Skills

Enrolled Agents should possess a combination of technical knowledge, analytical abilities and communication skills to effectively handle tax matters, such as:

• Excellent knowledge of tax codes, regulations, and procedures to provide accurate advice and preparation of tax returns
• Analytical skills to interpret complex financial data and translate it into actionable tax strategies
• Strong attention to detail to ensure accurate preparation and submission of tax documents
• Ability to communicate clearly and effectively with clients to explain tax situations, strategies, and compliance requirements
• Interpersonal skills to build and maintain relationships with clients, fostering trust and client retention
• Problem-solving abilities to resolve any tax-related issues or discrepancies that may arise
• Organizational skills to manage multiple client accounts, meeting all deadlines and ensuring complete compliance
• Continuing education commitment to stay updated on current and changing tax laws and regulations

 

Enrolled Agent Experience Requirements

Enrolled Agents generally need a minimum of 3 years of tax-related experience, which should include the preparation of a broad range of individual, corporate, estate, and partnership tax returns.

This experience is often gained through roles such as Tax Preparer, Tax Consultant, or Tax Associate in accounting firms, financial institutions, or relevant government agencies.

Additionally, they must have comprehensive tax knowledge that is typically gained through specialized training or education in tax law.

This can include continuing education courses, certification programs, or a bachelor’s or master’s degree in accounting or a related field.

Candidates seeking to become Enrolled Agents must also pass the Special Enrollment Examination (SEE) conducted by the Internal Revenue Service (IRS), which tests their knowledge and skills in federal taxation.

Those with more than 5 years of tax-related experience often have a deeper understanding of complex tax issues and may be ready for more advanced roles or leadership positions.

They may also be equipped to represent taxpayers before the IRS.

Furthermore, some firms may require Enrolled Agents to have experience with specific tax software or systems, strong analytical skills, and excellent customer service skills.

Ongoing education and staying updated on the latest tax laws and regulations is also a key requirement for this role.

 

Enrolled Agent Education and Training Requirements

Enrolled Agents, often referred to as EAs, need to pass a three-part comprehensive IRS test that covers individual and business tax returns or be a former IRS employee.

They must have detailed knowledge of tax codes and regulations, and be up-to-date with the latest amendments and changes.

While a specific degree is not required, a background in accounting or finance can be beneficial.

Many EAs have a bachelor’s or master’s degree in these fields.

It is also mandatory for Enrolled Agents to complete 72 hours of continuing education every three years to maintain their EA designation.

This is to ensure that they keep up with the constant changes in tax law and regulation.

Additionally, Enrolled Agents are required to follow ethical standards set by the IRS and should have good communication and problem-solving skills.

Although not required, some EAs may choose to pursue advanced tax law courses or other relevant qualifications to enhance their expertise.

 

Enrolled Agent Salary Expectations

An Enrolled Agent typically earns an average salary of $54,000 (USD) per year.

However, this salary can vary significantly based on factors such as years of experience, specialization in certain tax areas, geographic location, and the size and type of the employing company.

 

Enrolled Agent Job Description FAQs

What skills does an Enrolled Agent need?

Enrolled Agents should have strong analytical and problem-solving skills as they will often need to interpret complex tax laws and find solutions for their clients’ tax issues.

They should possess excellent communication skills to clearly explain tax laws and outcomes to their clients.

Attention to detail is also crucial in this role, as they must accurately prepare tax returns and other documents.

 

Do Enrolled Agents need a degree?

Although a degree is not necessary to become an Enrolled Agent, many have degrees in accounting or a related field.

The primary requirement to become an Enrolled Agent is to pass the Special Enrollment Examination (SEE) or have relevant experience with the Internal Revenue Service (IRS).

After passing the exam or having the experience, they must apply for enrollment and pass a background check.

 

What should you look for in an Enrolled Agent resume?

When reviewing an Enrolled Agent’s resume, the most important thing to look for is their enrollment status with the IRS.

They should also have experience in preparing tax returns and providing tax consultation services.

Any additional credentials or degrees, like a degree in accounting, can be beneficial.

Also, look for skills like attention to detail, problem-solving, and excellent communication skills.

 

What qualities make a good Enrolled Agent?

A good Enrolled Agent is knowledgeable about tax laws and regulations and is committed to staying updated on changes.

They are detail-oriented and analytical, with strong problem-solving skills to navigate complex tax issues.

Excellent communication skills are essential as they need to explain complex tax matters to clients in a clear and understandable manner.

Finally, they should demonstrate integrity and professionalism, given the confidential nature of their work.

 

Is it difficult to hire Enrolled Agents?

Hiring an Enrolled Agent can be challenging due to the specific qualifications required for the role.

As they need to be enrolled with the IRS, the pool of potential candidates is limited.

Additionally, given the complexity of tax laws, finding candidates with the necessary knowledge and experience can be difficult.

Offering competitive salaries and benefits can help attract qualified candidates.

 

Conclusion

And there you have it.

Today, we’ve uncovered the intricate details of what it truly means to be an Enrolled Agent.

Surprise, surprise?

It’s not just about crunching numbers.

It’s about shaping the financial future, one tax return at a time.

Armed with our comprehensive Enrolled Agent job description template and real-life scenarios, you’re ready to take the leap.

But why halt the momentum?

Delve deeper with our job description generator. It’s your next leap towards meticulously crafted job postings or honing your resume to perfection.

Remember:

Each tax return is a piece of a larger financial puzzle.

Let’s shape that future. Together.

How to Become an Enrolled Agent (Complete Guide)

The Suffering Scale: Jobs That Rate High in Hatred

Low Wage, High Risk: Exploring the Realities of the Least Paying Jobs

Jobs That Will Make You Envious: Fun Careers with Big Paychecks

The Ultimate Stress Test: Jobs That Are Not for Everyone!