Enrolled Agent Resume Samples

An Enrolled Agent is a federally licensed tax specialist who represents taxpayers before the Internal Revenue Service. The major activities highlighted on the Enrolled Agent Resume include the following – preparing personal income tax returns accurately using relevant software, meeting clients and understanding their requirements, acting promptly on pending cases, and ensuring IRS standards and protocols while giving tax advice. The job description also includes creating tax structures, corporate tax returns, and dealing with unique tax obligations.

Tax work is often related to number-crunching, and so these agents should be comfortable with basic accounting concepts and numbers. A good understanding of tax code to the IRS is required. In addition, the professional should be able to assess financial documentation and be aware of professional jargon that is needed to perform the job. There are two ways to enter this occupation – pass the comprehensive 3-part Special enrolment examination or gain five years of experience in an IRS job.

Enrolled Agent Resume example

Enrolled Agent Resume

Objective : Accounting professional seeking a company where can complement and provide quality accounting and financial advice, assistance and insight into their monetary operations in the private accounting sector.

Skills : Quick books, Word perfect.

Enrolled Agent Resume Sample

Description :

  1. Able to represent taxpayers in all states Experience with Non-Profit Implementation, 990 Tax Return Preparation.
  2. Specialized in S-Corporation implementation and regulations.
  3. Experienced in dispute resolutions with the Internal Revenue Service.
  4. Practiced in resolving outstanding payroll tax issues Former Payroll Specialist for the Detroit Tigers Retirement tax planning.
  5. Authorized tax practitioner who has technical expertise in the field of taxation.
  6. Represented taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.
  7. Presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Diploma


Enrolled Agent/Representative Resume

Summary : Completed the Enrolled Agent examinations as set by the Internal Revenue Service. Working in the tax and bookkeeping fields, and perform bookkeeping responsibilities.

Skills : Quick books, Adobe Acrobat Professional.

Enrolled Agent/Representative Resume Example

Description :

  1. Prepared Federal Income Tax report both business and personal.
  2. Entered all bank data, account receivables, and accounts payable.
  3. Represented taxpayers before the Internal Revenue Service -I spoke with the IRS and state revenue departments on behalf of businesses and individuals.
  4. Collected and submitted all necessary financial documents needs from the IRS, states, and clients to facilitate the resolution of tax issues.
  5. Prepared and filed all necessary personal, corporate, partnership, usage, and other tax returns on behalf of businesses and individuals.
  6. Handled inbound sales calls and made outbound sales to secure new business for the company.
  7. Provided Customer Service to clients by answering tax questions, providing updates on the status of tax cases.
  8. Prepared over tax returns on a seasonal, part-time basis.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Accounting


Enrolled Agent III Resume

Summary : Accounting professional seeking a company where can complement and provide quality accounting and financial advice, assistance and insight into their monetary operations.

Skills : Quick books, Communication Skills.

Enrolled Agent III Resume Format

Description :

  1. Provided quality tax advice, prepared corporate and individual tax returns, and financial reporting.
  2. Prepared corporate client's monthly and year-end financial reports by analyzing costs, revenues, financial commitments.
  3. Computed taxes owed while ensuring compliance with tax rules and reporting requirements.
  4. Directed activities of workers performing accounting tasks, as well as providing QuickBooks training and seminars for employees and clients.
  5. Provided payroll assistance, prepared timely payroll reports, and monthly sales tax reports.
  6. Established chart of accounts, developing and analyzing budgets, preparing amortization and depreciation schedules, and other financial reports upon request.
  7. Analyzed records of financial transactions to determine the accuracy and completeness of entries.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Accounting

Enrolled Agent/Co-ordinator Resume

Summary : Enrolled agent is then allowed to serve as an intermediary for private businesses and citizens in relation to tax questions.

Skills : Accounting, Quick books, Peach tree Accounting.

Enrolled Agent/Co-ordinator Resume Format

Description :

  1. Conducted tax interviews with clients Ensuring client confidentiality and privacy.
  2. Prepared complex tax returns Providing mentoring and supporting teammates Other duties.
  3. Assigned Accomplishments Increased my tax skills in order to help my co-workers and clients.
  4. Obtained the most information from clients in order to do the tax returns effectively and efficiently.
  5. Worked over during tax season Portland, Completed returns.
  6. Practiced before the Internal Revenue Service.
  7. Represented clients with tax litigation, negotiation, and alternative payment methods.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Enrolled Agent

Sr. Enrolled Agent Resume

Summary : Excellent communication skills and comprehensive working knowledge in taxation, accounting, logitic inventory.

Skills : Quick books, Tax service, Advice, representation.

Sr. Enrolled Agent Resume Sample

Description :

  1. Researched and consulted on various tax matters for both corporate and partnership entities.
  2. Reviewed tax returns and recommend tax savings opportunities, deferred comp, etc.
  3. Maintained a good working relationship with clients to enhance client satisfaction.
  4. Worked with client management and staff at all levels to perform tax services.
  5. Managed multiple engagements and competing projects in a rapidly growing, fast-paced, interactive team environment.
  6. Increased clientele productivity by attending several continuing education seminars in taxation required.
  7. Prepared tax returns, Prepare payroll, and related payroll tax payments and forms for multiple clients.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
License

Enrolled Agent/Analyst Resume

Summary : Seeking an opportunity to engage employment as a accounting clerk where can utilize professional accounting and management skills. Numerous years of accounting and tax law experience.

Skills : Technical Skills, Critical Thinking.

Enrolled Agent/Analyst Resume Example

Description :

  1. Prepared client tax returns for individual and business income tax, state sales and use tax, payroll, and property tax.
  2. Performed general bookkeeping services for clients including but not limited to: setting up QuickBooks for clients, accounts payable.
  3. Supervised and trained clerical staff in-office procedures, software, and business deadlines.
  4. Supervised, trained, and guided tax professionals on the proper application of tax procedures and compliance.
  5. Processed weekly and bi-weekly client payrolls.
  6. Cross-checked all federal, state, property, sales, and payroll tax deadlines for clients and ensured they were all met on a quarterly, monthly, and yearly basis.
  7. Charged with preparing billings and invoicing on a bi-weekly basis.
  8. Improved inter-office electronic filing system, resulting in easy access to critical information streamlining office functioning.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Accounting

Lead Enrolled Agent Resume

Headline : Results-driven Professional that offers a solid background of experience. Proficient in problem solving and analyzing information both technical and environmental.

Skills : Accounting Skills, Analytical Skills.

Lead Enrolled Agent Resume Model

Description :

  1. Prepared and checked many types of tax returns each year including personal, partnership, s-corp, farms, and corporate income tax returns.
  2. Performed year-end General Ledger closing for business clients.
  3. Answered client questions and contacted the IRS and state of MN on behalf of clients.
  4. Gave clients advice on what actions to take. Passed all three parts of the Special Enrollment Exam (SEE).
  5. Authorized to represent taxpayers before the IRS in every state.
  6. Prepared tax returns Ensured outstanding client service.
  7. Conducted tax interviews with clients Prepared accurate and complete tax returns for clients.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Accounting

Associate Enrolled Agent Resume

Summary : Desire to help others meet their goals and become successful. Highly motivated to learn, grow and advance with an intuitive team atmosphere.

Skills : Enrolled Agent, Accounts Payable, Journal Entries, Reconciliations.

Associate Enrolled Agent Resume Sample

Description :

  1. Engaged in maintaining tax code compliance among clients.
  2. Responsible for business and personal tax preparation, payroll processing and reporting, financial analysis, and reporting, client write-up.
  3. Extreme adherence to deadlines as well as identifying ways to improve and/or streamline processes.
  4. Acquired and maintained clients with efficiency.
  5. Maintained and reconciled multiple accounts.
  6. Effectively communicate a technical aspect of the tax code resulting in increased client compliance.
  7. Analyzed client information reducing tax liabilities.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Masters

Enrolled Agent/Executive Resume

Summary : Ability to multitask in a busy work environment. Detailed research and analytical skills, rapid learner, passionate, innovative, and a solid team-player.

Skills : Drake Tax Software, Tax Research, Tax Resolution, Real Estate Sales.

Enrolled Agent/Executive Resume Template

Description :

  1. Responsible for contacting IRS Collections through the Practitioner Priority Service phone line on behalf of clients.
  2. Filed the correct forms and schedules for clients.
  3. Advised clients on the best course of action for resolving their tax issues.
  4. Saved a client after filing a correct insolvency worksheet with the IRS.
  5. Successfully negotiated an extension of time to file late returns for a client who owed over to the IRS.
  6. Reduced a client's tax bill from an incorrectly taken American Opportunity Credit.
  7. Prepared unfiled returns from 1998 to 2014, for an Oregon taxpayer.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BA

Enrolled Agent Resume

Summary : Goal is to be a major contributor to a company in a senior management position with significant challenges and responsibilities.

Skills : Tax Software, Quick books, Financial tax software.

Enrolled Agent Resume Example

Description :

  1. Prepared tax forms for individuals and those with Sole Proprietor Businesses with H&R Block.
  2. Received complaints, perform a technical investigation, coordinate with engineering for cost-effective correction, and monitor for effectiveness.
  3. Additional duties as engineering cost account manager for Air Transport Avionics.
  4. Prepared tax returns.
  5. Represent taxpayers before the IRS and State tax agencies.
  6. Prepare OIC, CNC, and installment agreements.
  7. Resulted in uncovering potential fraudulent activities.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
MBA