About the role
About Howard Financial Howard Financial is a full-service back-office solution for companies and entities with bookkeeping, payroll, and bespoke reporting needs that require accuracy, timeliness, and institutional-quality reporting without the burden of full-time staff.
We are an experienced team of bookkeepers and administrators with multiple decades of combined experience across industries allowing companies to focus on their core business while we handle the rest.
Founded in 2023, our team of 60 professionals supports ~40 clients across a diverse range of industries. We recently reached $5M of contracted ARR and are growing rapidly (over 150% MRR growth YTD).
About The Role The Enrolled Agent will be responsible for providing expert tax services and compliance support to a diverse group of clients. This role is ideal for someone who thrives in a fast-paced, client-facing environment and enjoys working with businesses of varying sizes and complexities.
What You'll Do
- Prepare and review individual, corporate, partnership, and trust tax returns (Forms 1040, 1120, 1120S, 1065, etc.)
- Provide year-round tax planning and strategic advice tailored to each client’s industry and structure
- Research complex tax matters and stay current with federal, state, and local tax laws
- Represent clients before the IRS on audits, collections, and other tax matters
- Support clients with estimated payments, extensions, and other compliance requirements
- Collaborate with internal accountants and financial analysts to provide comprehensive financial solutions
- Maintain clear, timely, and professional communication with clients and internal team members
Qualifications
- Active Enrolled Agent (EA) credential
- Minimum 3 years of tax preparation and advisory experience
- Strong understanding of U.S. federal and state tax codes
- Experience working with diverse business entities and industries
- Proficiency in tax software (e.g., ProSeries, Drake, UltraTax) and accounting tools (QuickBooks Online, Xero, etc.)
- Excellent communication and client management skills
- Detail-oriented with strong organizational and analytical skills
About Howard
Full-service, bespoke back-office solutions for the modern era. Full team of bookkeepers, accountants, controllers, and financial analysts to take on comprehensive finance department scope, including budgeting, financial modeling, and investor materials. Industry focus on real estate, hospitality, consumer products, and sponsor-backed operating companies.
About the role
About Howard Financial Howard Financial is a full-service back-office solution for companies and entities with bookkeeping, payroll, and bespoke reporting needs that require accuracy, timeliness, and institutional-quality reporting without the burden of full-time staff.
We are an experienced team of bookkeepers and administrators with multiple decades of combined experience across industries allowing companies to focus on their core business while we handle the rest.
Founded in 2023, our team of 60 professionals supports ~40 clients across a diverse range of industries. We recently reached $5M of contracted ARR and are growing rapidly (over 150% MRR growth YTD).
About The Role The Enrolled Agent will be responsible for providing expert tax services and compliance support to a diverse group of clients. This role is ideal for someone who thrives in a fast-paced, client-facing environment and enjoys working with businesses of varying sizes and complexities.
What You'll Do
- Prepare and review individual, corporate, partnership, and trust tax returns (Forms 1040, 1120, 1120S, 1065, etc.)
- Provide year-round tax planning and strategic advice tailored to each client’s industry and structure
- Research complex tax matters and stay current with federal, state, and local tax laws
- Represent clients before the IRS on audits, collections, and other tax matters
- Support clients with estimated payments, extensions, and other compliance requirements
- Collaborate with internal accountants and financial analysts to provide comprehensive financial solutions
- Maintain clear, timely, and professional communication with clients and internal team members
Qualifications
- Active Enrolled Agent (EA) credential
- Minimum 3 years of tax preparation and advisory experience
- Strong understanding of U.S. federal and state tax codes
- Experience working with diverse business entities and industries
- Proficiency in tax software (e.g., ProSeries, Drake, UltraTax) and accounting tools (QuickBooks Online, Xero, etc.)
- Excellent communication and client management skills
- Detail-oriented with strong organizational and analytical skills
About Howard
Full-service, bespoke back-office solutions for the modern era. Full team of bookkeepers, accountants, controllers, and financial analysts to take on comprehensive finance department scope, including budgeting, financial modeling, and investor materials. Industry focus on real estate, hospitality, consumer products, and sponsor-backed operating companies.