Enrolled Agent

Are you an Enrolled Agent looking for a positive change in your accounting career? Look no further, The Mercadien Group is hiring for a Supervisor to become part of our Tax team. The applicant should be able to demonstrate a broad knowledge of GAAP, Tax Law and Tax Compliance.
We're a leading and growing regional accounting and advisory firm with partners and staff that believe our best work starts with our people. That's why, when you come onboard, you become a part of our community and extended family. We're entrepreneurs at heart; passionate about creating opportunities, achieving work/life integration and helping our employees reach their potential - all while having fun.
Responsibilities

• Reviews key complex returns for risks and for opportunities to provide additional service
• Manages work flow by developing a budget for processing returns
• Communicates with taxpayer when significant issues arise in return preparation
• Demonstrates understanding of IRS and State Tax Practices
• Responds to IRS and State Tax notices
• Performs and documents research of complex tax issues using all of the research tools available
• Prepares written communication of tax planning recommendations
• Reviews returns to identify planning opportunities for clients
• Applies change in accounting method requirements and tax accounting methods for C Corporation
• Understands distributions and tax-free organizations for S Corporation
• Understands Partnership and other pass-through entities; understands partnership accounting, at-risk rules, basic and passive loss limitations
• Recognizes basic features of Keoghs, 401(k) s, SEPs for Qualified Plans
• Recognizes business actions that require application of international tax rules and treaties; understands application of Foreign Tax Credit; demonstrates common US Tax incentive for doing business internationally
• Understands individual foreign reporting and disclosure requirements
• Applies basics of estate and gift taxation; applies basics of income tax accounting for fiduciaries including understanding types of fiduciary and related impact on compliance
• Facilitates debriefing
• Provides coaching and mentoring to staff
• Participates and instructs in firm wide training
• Participates in team-wide production planning

Requirements

• Must hold or be pursuing CPA license or Enrolled Agent Certification
• Must possess above average computer skills, knowledge of Microsoft Office programs
• Ability to perform several tasks concurrently with ease and professionalism
• Must be able to communicate clearly both verbally and in written format. A strong command of the English language and grammar is necessary
• Must be available to work professional hours between 9am and 5pm, and additional hours as needed.

SUCCESS FACTORS
Client Service

• Develops understanding of client's business by learning about competitors and distribution channels, organizational structure, and operational issues
• Initiates discussion with engagement team and client to ensure expectations are met
• Establishes client respect and responds to client inquiries and requests
• Monitors staff performance and inquires about the flexibility needs of the team

Personnel

• Works as a team, and treats others with respect
• Responds positively to instruction and feedback and gives upward and downward feedback where possible
• Understands the Firm policies regarding Respectful Workplace and follows them
• Sets annual career goals and objectives
• Obtains and maintains appropriate state license(s) and other credentials: Attends CPE as required by the licensing boards, the Firm and related specialized industries

Promotion

• Begins to develop contacts into a network that has business potential
• Attends training related to sales and service
• Proactively seeks out opportunities to participate in extended services

Administration

• Uses technical resources available and possesses adequate knowledge of software
• Manages administrative responsibilities including schedule, VPM and backlog reports
• Develops a higher level of tax knowledge and understanding of more complex structures and transactions in practice areas including S-Corporation, Partnership, Fiduciaries, Individual Gift and Estate matters

HOW TO APPLY
If you are seeking professional growth and fulfillment with a firm who values and invests in its associates submit your resume and cover letter to careers@mercadien.com .
THE MERCADIEN GROUP
Mercadien is a leading and growing regional accounting and advisory firm with partners and staff that believe our best work starts with our people. When you come on board, you become a part of our community and extended family. We're entrepreneurs at heart; passionate about creating opportunities, innovating inside and outside of our business, achieving work/life integration, helping our employees reach their potential, and having fun!
Our core values: Integrity, excellence, responsibility, creativity, and respect are the foundation of our firm. They inform and guide us in everything we do and fuel our client work and relationships. We are a teamwork-focused firm and support each other professionally and personally. We're collaborative by nature and enjoy being actively involved in our communities. Driven by integrity and social responsibility, our associates serve more than 100 civic and charitable organizations, as individuals and through the Mercadien Foundation. At Mercadien, the opportunities are endless.
BENEFITS

• Work where you work best hybrid policy
• Flexible scheduling and work location
• Highly competitive salaries and bonus programs
• Medical, dental, life, and long-term disability insurance
• Competitive 401K match
• Paid holidays, vacation and sick time
• Casual dress code: dress for your day
• Mentorship and training opportunities
• Internal committees and clubs
• Various social gatherings & events
• Strong focus on the Mercadien community
• Cutting edge technology

For more information, visit our website at www.mercadien.com
The Mercadien Group is an Equal Opportunity/Affirmative Action Employer.
To all recruitment agencies: The Mercadien Group does not accept unsolicited agency resumes. Please do not forward resumes to our job alias, Mercadien employees or any other company location. The Mercadien Group is not responsible for any fees related to unsolicited resumes.