Tax Accountant - EA

Posted yesterday

whalen financialLas Vegas (NV)

SENIORITY

Senior

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About the role

About the Company: The Whalen Group is the tax and accounting division of Whalen Financial, an independent wealth management firm built to provide clients with truly integrated financial advice. At Whalen Financial, we believe tax planning should not happen in isolation. Our approach brings together investment management, retirement planning, tax strategy, insurance and risk management, and estate planning to help clients make better financial decisions across every area of their lives. The Whalen Group plays a critical role in that mission. Our tax professionals work alongside financial advisors and planning professionals to provide proactive tax planning and preparation for individuals, families, business owners, and high-net-worth clients. Rather than simply looking backward and reporting what happened last year, our goal is to identify opportunities throughout the year that can improve a client's overall financial picture. We are a growing, entrepreneurial organization with ambitious plans for the future. As Whalen Financial continues to expand, we are investing heavily in our people, technology, and tax capabilities to build a tax and accounting practice capable of serving increasingly complex client relationships.
About the Role: We are seeking an experienced Enrolled Agent to manage an assigned client base and provide comprehensive tax preparation, planning, accounting, and advisory services. This is a year-round position for a knowledgeable tax professional who can independently evaluate complex tax matters and provide proactive guidance to individuals, businesses, and nonprofit organizations.
Primary Responsibilities: Prepare and review federal and state tax returns, with a strong emphasis on: Form 1040 – Individual Income Tax Returns Form 1120 – C Corporation Returns Form 1120-S – S Corporation Returns Form 990 – Tax-Exempt Organization Returns Form 709 – Gift Tax Returns Manage an assigned portfolio of individual and business clients. Research and apply current federal and state tax laws. Identify tax-planning opportunities and advise clients on tax-efficient strategies. Respond to IRS and state tax notices and assist clients with tax-resolution matters. Review client financial records for accuracy and tax compliance. Provide accounting, tax-planning, and advisory services outside of tax season. Communicate complex tax matters to clients in a clear and professional manner. Monitor filing deadlines, estimated tax requirements, and other compliance obligations. Work closely with bookkeeping and accounting staff to ensure accurate financial reporting. Maintain complete, accurate, and confidential client records.
Qualifications: Active Enrolled Agent credential in good standing. Extensive knowledge of federal tax law and filing requirements. Demonstrated experience preparing Forms 1040, 1120, 1120-S, 990, and 709.Experience handling multistate returns and complex individual and business tax matters is preferred. Strong accounting knowledge and the ability to analyze financial statements and general ledgers. Experience providing tax-planning and advisory services. Ability to manage an assigned client base independently. Strong tax-research, analytical, organizational, and problem-solving skills. Excellent written and verbal communication skills. High level of accuracy, professionalism, discretion, and client-service focus. Ability to manage multiple priorities and meet firm filing deadlines. We are looking for more than a seasonal tax preparer. The ideal candidate is a well-rounded tax professional who enjoys building long-term client relationships, resolving complex tax issues, and providing meaningful accounting and tax advisory services throughout the year. To apply, please submit your résumé and a brief summary of your experience preparing business, individual, nonprofit, and gift tax returns. Skills Bookkeeping Financial Reporting Financial Statements Internal Revenue Service General LedgerC CorporationS Corporation Tax Law Customer Service Communication Skills Tax Preparation Compliance Proactive Problem Solving Skills Accuracy Income Tax• Extensive Knowledge Of Federal Tax Law And Filing Requirements.

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