WHO WE ARE:

At TRA we strive, with relentless ambition, to be a place driven on empathy and service to our clients and our community. We are driven to make a lasting difference in the lives of those we encounter. Our Mission is To Advocate, Educate and Empower people far and wide through the power of creative strategy, relentless ambition, genuine empathy and unrivaled integrity.

We are honored to be Winners of the 2021 Better Business Bureau TORCH AWARD! as well as Forbes 5000 Fastest Growing company in the Pacific Region.

WHAT WE CAN OFFER:

• Monthly Bonuses and SPIFS!
• Medical, Dental, Vision,
• 401K and Company Match
• Paid Time Off (Vacation, Sick, Holiday)
• Career Opportunities & Progressive Career Paths
• Award Winning Work Culture!

POSITION SUMMARY:

A TRA Enrolled Agent will analyze client financial situations based on information provided by the client, tax associates and from Federal & State Agencies. Work closely with various teams to deliver key components to provide resolution to our clients.

ENROLLED AGENT RESPONSIBILITIES:

• Prepare 1040s, 1065s, 1120, 1120s, 1041s, 941’s, amended returns, state returns
• Review experience with above listed returns
• Ability to prepare returns off of WI/AT/TRT/ROA Transcripts
• Ability to e-file tax returns
• Must be comfortable calling clients and taking occasional in person client consultations
• Ability to work with clients to create financials (P/L and Balance Sheets) for clients seeking to convert Schedule Cs to S-Corporations
• Ability to consult with clients to discuss a variety of tax planning strategies, ranging from: Advising on withholdings adjustments, Entity corrections, Formations to stock sales timing and various other specialized transactions
• Should be proficient with Pronto & Proseries (Tax Software) If not, should be able to learn these softwares within first 2 weeks of employment
• Work closely with clients to obtain personal information regarding potential deductions, educational grants, or allowances.
• Work with our client’s best interest in mind always.
• Inform clients of important paperwork and documentation needed to complete tax returns properly.

ENROLLED AGENT REQUIREMENTS:

• Enrolled Agent or CPA (REQUIRED)
• MUST HAVE (Active/Renewed) PTIN (REQUIRED)
• 4 years Tax Preparation Experience (1040s, 1065s, 1120, 1120s, 1041s, state returns preparation required)
• 3 years experience with self-reviewing returns prepared

Job Type: Full-time

Pay: $62,400.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Application Question(s):

• Are you willing to relocate to Irvine, CA?

Experience:

• Tax experience: 3 years (Required)

License/Certification:

• Enrolled Agent license (Required)
• CPA license (Preferred)

Work Location: One location

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