Job Description
Company: Graham Capital Wealth Management
Location: Tampa or Sarasota, Florida
Employment Type: Full-time, year-round
Work Arrangement:
Flexible between the Tampa and Sarasota offices based on business needs and the successful candidate’s location About Graham Capital Wealth Management Graham Capital Wealth Management is an independent, SEC-registered wealth-management firm serving individuals, families, foundations, and retirement plans through personalized financial strategies. The firm emphasizes customized solutions, fiduciary responsibility, and long-term client relationships. Graham Capital has offices in Tampa and Sarasota and has expanded its capabilities to include tax and accounting services.
About the Role:
Graham Capital Wealth Management is seeking an experienced Enrolled Agent to represent its tax services offerings for its clients. This full-time position is responsible for preparing and reviewing individual and small-business tax returns, advising clients on tax matters, and helping clients navigate federal, state, and local filing requirements. The successful candidate may work primarily from either our Tampa or Sarasota office, with flexibility based on the candidate’s location and the firm’s needs. This position suits an experienced tax professional who values accuracy, responsive client service, professional independence, and collaboration with financial-planning and wealth-management professionals.
Responsibilities:
Prepare and review federal, state, and local income tax returns for individuals, families, and small-business owners.
Prepare applicable sole-proprietorship, partnership, S corporation, trust, and other business-related tax filings.
Review client tax documents and financial information for accuracy, completeness, and potential reporting issues.
Identify tax-planning opportunities and communicate recommendations clearly to clients.
Meet with clients to gather information, explain completed returns, and answer tax-related questions.
Represent clients before the IRS in connection with notices, examinations, collection matters, and appeals, when appropriate. Enrolled agents have unlimited representation rights before the IRS.Research federal and state tax issues and remain current on changes in tax law.
Maintain complete workpapers and documentation in accordance with firm procedures and professional standards.
Assist with estimated-tax calculations, extensions, amended returns, and tax projections.
Respond to tax notices and communicate with federal and state taxing authorities.
Support basic bookkeeping, accounting, and financial-statement preparation when needed.
Coordinate with Graham Capital’s wealth-management professionals when tax considerations affect a client’s broader financial plan.
Protect confidential client information and follow the firm’s data-security and compliance procedures.
Collaborate with colleagues to meet filing deadlines and maintain high-quality client service during peak periods.
Required Qualifications:- Active and unrestricted Enrolled Agent designation.
- Bachelor’s degree from an accredited four-year college or university
- At least three years of professional tax-preparation experience, preferably with a public accounting firm, tax practice, wealth-management firm, or similar professional-services organization.
- Strong working knowledge of individual federal income taxation.
- Experience preparing complex individual returns, including Forms 1040 and related schedules.
- Experience with small-business and pass-through-entity taxation.
- Ability to analyze financial documents and identify incomplete, inconsistent, or potentially inaccurate information.
- Experience communicating directly with clients and explaining technical tax matters in clear, practical language.
- Strong organizational skills and the ability to manage multiple engagements and deadlines.
- High level of accuracy, professional judgment, discretion, and attention to detail.
- Proficiency with professional tax-preparation software and standard office applications.
- Ability to work independently while collaborating effectively with tax, accounting, financial-planning, and client-service professionals.
- Willingness to work additional hours when necessary during tax season and other filing periods.
- Current PTIN and compliance with all continuing-education requirements applicable to enrolled agents. The IRS requires enrolled agents to complete 72 hours of continuing education every three years, including annual minimum and ethics requirements.
Preferred Qualifications:
Five or more years of tax-preparation or tax-advisory experience.
Experience serving high-net-worth individuals, business owners, retirees, and multigenerational families.
Experience preparing partnership, S corporation, fiduciary, estate, or gift tax returns.
Familiarity with multistate individual and business taxation.
Experience with tax planning, projections, IRS notices, audits, appeals, or collection matters.
Experience working within a wealth-management, financial-planning, or family-office environment.
Knowledge of bookkeeping systems and financial-statement preparation.
Experience with CCH Axcess or comparable professional tax software.
What We Offer:- A full-time, year-round position with a growing wealth-management and tax-services organization.
- Flexibility to establish a primary work location in either Tampa or Sarasota.
- Direct interaction with clients and opportunities to develop lasting professional relationships.
- Collaboration with experienced financial and wealth-management professionals.
- Exposure to a range of individual, family, and small-business tax situations.
- Opportunities for continued professional development and increasing responsibility.
- Compensation commensurate with experience, credentials, and the scope of responsibilities.
- Office Locations
- Tampa Office4950 West Kennedy Boulevard
- Tampa, FL 33609 Sarasota Office1991 Ringling Boulevard
- Sarasota, FL 34236 Application
Qualified candidates should submit a résumé and a brief description of their tax-preparation experience, including the types of individual and business returns they have prepared. Candidates should also identify their preferred primary office location and availability to work from the Tampa and Sarasota offices when needed.
Graham Capital Wealth Management is an equal-opportunity employer and considers qualified applicants without regard to legally protected characteristics.
