Our Enrolled Agent job description includes the responsibilities, duties, skills, education, qualifications, and experience.
About the Enrolled Agent role
An Enrolled Agent is a federal tax practitioner authorized by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled Agents advise, represent and prepare tax returns for individuals, partnerships, corporations, estates, trusts and any entities with tax-reporting requirements.
Role Purpose
The purpose of an Enrolled Agent is to represent taxpayers before the Internal Revenue Service (IRS) in all matters related to their taxes. They are licensed to advise, represent, and prepare tax returns for individuals, businesses, and other entities. Enrolled Agents are federally authorized tax practitioners who have demonstrated technical expertise in the field of taxation and have met the IRS's stringent requirements for ethical standards, education, and experience. They are the only federally licensed tax practitioners who specialize in taxation and are able to advise, represent, and prepare tax returns for all types of taxpayers.
Enrolled Agent Summary
An Enrolled Agent is a tax professional who is a federally-authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service (IRS). Enrolled Agents specialize in taxation and have unlimited rights to represent taxpayers in all 50 states. They are required to demonstrate expertise in taxation, maintain continuing education credits, and adhere to a stringent code of ethics. Enrolled Agents provide a variety of services, including tax return preparation, representing taxpayers in audits, appeals, and collection matters, and offering advice on tax matters.
Enrolled Agent Duties
- Preparing and filing federal, state, and local tax returns
- Representing taxpayers in administrative and legal proceedings
- Advising on tax law and regulations
- Providing expertise in tax planning and compliance
Enrolled Agent Skills
- tax preparation
- tax planning
- tax compliance
Enrolled Agent Requirements
- Must be a U.S. citizen or resident
- Must have a valid Social Security Number
- Must have a thorough knowledge of tax codes and regulations
- Must pass a three-part examination administered by the IRS
Personal Traits
- Strong communication and interpersonal skills
- High degree of professionalism
- Highly organized and detail-oriented
- Ability to work independently
- Ability to multi-task