Enrolled Agent (EA) — Titusville, Florida

The Opportunity

Wealth Management Accounting (WMA) is seeking a motivated Enrolled Agent (EA) to join our team in Titusville, Florida, on the Space Coast. This is a full-time, in-person opportunity for a tax professional interested in making a meaningful impact beyond traditional tax preparation.

At WMA, we believe tax services should be more than simply completing returns. Our approach focuses on understanding each client's broader financial situation and helping individuals, families, and business owners make informed decisions throughout the year.

As an Enrolled Agent, you'll have opportunities to apply your tax knowledge, contribute to proactive planning strategies, build meaningful client relationships, and work alongside professionals across accounting, bookkeeping, CFO services, financial planning, and wealth management.

We're looking for someone who enjoys solving complex problems, communicating with clients, and continuing to develop their expertise in taxation and financial services.

What You'll Do

• Prepare and review federal income tax returns for individuals and businesses.
• Assist with proactive tax planning and identify opportunities to help clients manage their tax obligations.
• Conduct tax research and apply current federal tax laws and regulations to client situations.
• Communicate directly with individuals, families, and business owners regarding tax-related questions and needs.
• Assist clients with IRS notices, tax correspondence, and representation matters within your authorization and professional responsibilities.
• Participate in client meetings and explain tax-related concepts in a clear, approachable manner.
• Work collaboratively with other professionals in bookkeeping, CFO services, financial planning, and wealth management.
• Maintain organized, accurate client records and documentation.
• Stay informed about changing tax legislation, IRS guidance, and industry best practices.

What We're Looking For

• Active Enrolled Agent (EA) credential issued by the Internal Revenue Service.
• Experience preparing individual and/or business federal income tax returns.
• Working knowledge of federal taxation, tax compliance, and applicable IRS procedures.
• Strong analytical and problem-solving abilities with excellent attention to detail.
• Strong organizational skills and the ability to manage multiple responsibilities and deadlines.
• Clear written and verbal communication skills, including the ability to explain tax matters to clients.
• Comfort using tax preparation software and other accounting technology.
• A willingness to continue learning, ask questions, and stay current with tax law developments.
• A collaborative mindset, professionalism, and a commitment to providing excellent client service.

Why Build Your Career at WMA?

Wealth Management Accounting is part of a connected ecosystem of financial and professional service companies that work together to support clients.

This collaborative environment allows tax professionals to see how their work connects with broader financial decisions, including business planning, bookkeeping, CFO services, and wealth management.

Rather than focusing exclusively on seasonal tax preparation, you'll have opportunities to participate in ongoing client relationships and proactive tax planning.

We value curiosity, initiative, teamwork, professionalism, and individuals who take pride in helping clients navigate important financial decisions.

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