Enrolled Agent (US Taxation)

Strittmatter Wealth Management Group (SWMG) Pay: $8.00-$15.00 per hour Depending on Experience + Performance Bonuses Available Work Schedule: Must be available during Central Standard Time (CST) business hours for meetings and collaboration. Hours: Full Time, 40 hours per week Location: Remote Position Overview Are you an experienced Enrolled Agent who enjoys helping clients navigate complex tax situations while working closely with financial planning professionals? Do you thrive in a fast-paced environment where attention to detail, tax expertise, and exceptional client service are valued? Strittmatter Wealth Management Group is seeking a knowledgeable and client-focused Enrolled Agent (EA) Contractor to support our growing tax and financial planning practice. This role will assist with tax preparation, tax planning, IRS correspondence, and client support while collaborating with advisors to deliver comprehensive wealth management solutions. Key Responsibilities Prepare and review individual, business, trust, and partnership tax returns Provide proactive tax planning recommendations for clients Respond to IRS notices and assist clients with tax-related issues Conduct tax research and stay current with federal and state tax regulations Assist advisors with tax-efficient retirement and investment planning strategies Review client financial information for accuracy and completeness Prepare tax projections and year-end tax planning reports Maintain detailed client records and documentation Communicate directly with clients regarding tax matters and document requests Ensure compliance with tax laws, regulations, and firm standards Collaborate with advisors and operations staff to support client needs Track productivity, deadlines, and project status updates Qualifications Active Enrolled Agent (EA) designation required Minimum 3 years of tax preparation and tax planning experience Strong knowledge of federal tax laws and regulations Experience preparing complex individual and business tax returns Strong analytical and problem-solving skills High attention to detail and accuracy Excellent written and verbal communication skills Ability to work independently and manage multiple deadlines Experience working with financial advisors, CPA firms, or wealth management firms preferred Strong client service orientation Software & Technology Skills Tax preparation software experience required Experience with Drake Tax, UltraTax, Lacerte, or similar platforms preferred Microsoft Office Suite Adobe Acrobat CRM systems experience Redtail CRM experience preferred Must have reliable high-speed internet (this will be verified) About Us Strittmatter Wealth Management Group is an independent Registered Investment Advisor (RIA) serving high-net-worth individuals, retirees, and business owners since 2007. We specialize in retirement planning, investment management, tax-efficient strategies, and business planning. Our mission is to help clients gain confidence in their financial future through education, personalized planning, and exceptional service. Why Join SWMG? Flexible remote work environment Consistent full-time contractor opportunity Collaborative team culture Work alongside experienced financial advisors Long-term growth opportunities Performance-based bonuses available