Enrolled Agent
Resume Skills Examples & Samples
Overview of Enrolled Agent
An Enrolled Agent (EA) is a federally authorized tax practitioner who has technical expertise in the field of taxation and is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service (IRS) for audits, collections, and appeals. EAs are required to demonstrate to the IRS their competence in matters of taxation before they can represent a taxpayer before the IRS. This competence is usually demonstrated by passing a three-part Special Enrollment Examination (SEE), which covers a broad range of tax planning, individual and business tax return rules, and representation before the IRS.
EAs must adhere to ethical standards and complete continuing education courses to maintain their status. They are granted a license by the IRS and are subject to the provisions of the Treasury Department Circular 230, which governs the practice of attorneys, certified public accountants, and enrolled agents before the IRS. EAs are the only practitioners who do not need to be members of a state bar or hold a state license to practice, but they must meet stringent IRS requirements.
About Enrolled Agent Resume
An Enrolled Agent resume should highlight the candidate's expertise in tax law, their experience in representing clients before the IRS, and their commitment to continuing education. It should also include any professional designations or certifications, such as the EA license, and any relevant work experience. The resume should be tailored to the specific job or client needs, emphasizing the skills and experience that are most relevant to the position.
An Enrolled Agent resume should also include any relevant education, such as a degree in accounting, finance, or law, as well as any specialized training or coursework in tax law. It should also highlight any professional affiliations or memberships in organizations related to tax law or accounting, such as the National Association of Enrolled Agents (NAEA) or the American Institute of Certified Public Accountants (AICPA).
Introduction to Enrolled Agent Resume Skills
An Enrolled Agent resume should showcase a range of skills, including expertise in tax law, knowledge of IRS procedures and regulations, and the ability to represent clients before the IRS. EAs must also have strong analytical and problem-solving skills, as well as the ability to communicate complex tax issues to clients in a clear and concise manner.
In addition to technical skills, an Enrolled Agent resume should also highlight soft skills such as attention to detail, time management, and the ability to work independently. EAs must also be able to maintain confidentiality and handle sensitive information with care, as they often deal with personal and financial information. Finally, an Enrolled Agent resume should demonstrate a commitment to ethical standards and professional development, as EAs are required to adhere to strict ethical guidelines and complete continuing education courses to maintain their license.
Examples & Samples of Enrolled Agent Resume Skills
Data Analysis
Proficient in analyzing large datasets to identify tax opportunities and risks for clients.
Business Acumen
Knowledgeable about business operations and financial management, providing strategic tax advice to business clients.
Tax Law Knowledge
Extensive knowledge of federal and state tax laws, including tax credits, deductions, and exemptions.
Ethical Practice
Committed to maintaining the highest ethical standards in all tax-related activities.
Time Management
Effective in managing multiple client accounts and meeting tight deadlines.
Client Relationship Management
Experienced in building and maintaining long-term relationships with clients, providing personalized tax services.
Team Collaboration
Skilled in working collaboratively with other tax professionals to provide comprehensive tax services.
Research
Adept at researching tax laws and regulations to provide clients with accurate and up-to-date advice.
Risk Management
Skilled in identifying and mitigating tax risks for clients, including those related to international tax issues.
Tax Preparation
Proficient in preparing individual and business tax returns, including complex returns involving multiple schedules and forms.
Continuous Learning
Dedicated to ongoing professional development, staying current with changes in tax laws and regulations.
Problem-Solving
Adept at identifying and resolving tax issues, including those related to audits and appeals.
Financial Analysis
Skilled in analyzing financial statements and other financial data to identify tax implications.
Attention to Detail
Highly attentive to detail, ensuring accuracy in all tax filings and client communications.
Client Communication
Skilled in explaining complex tax matters to clients in a clear and understandable manner.
Negotiation
Effective in negotiating with the IRS on behalf of clients to resolve tax disputes.
Software Proficiency
Proficient in using tax preparation software such as TurboTax, TaxAct, and Lacerte.
Audit Representation
Experienced in representing clients during IRS audits and resolving tax controversies.
Project Management
Experienced in managing tax projects from start to finish, ensuring timely and accurate completion.
Strategic Planning
Skilled in developing and implementing tax strategies that align with clients' financial goals.