What does an Enrolled Agent do?
Published 2 min read
An enrolled agent is a tax professional who has been federally authorized by the IRS to represent taxpayers before all administrative levels of the IRS.
Enrolled Agent job duties include:
- Prepare and examine tax returns, reports, and financial statements
- Advise clients on business structures, such as corporations, partnerships, and limited liability companies
- Advise clients on tax planning and tax minimization strategies
- Resolve tax controversies with the IRS and state taxing authorities
- Represent clients before the IRS and state taxing authorities
- Research federal and state tax laws
- Prepare federal and state tax returns for individuals, businesses, and estates
- Plan estate taxes
- Manage payroll taxes
Enrolled Agent Job Requirements
To become an Enrolled Agent, candidates must first pass a three-part examination administered by the IRS. Candidates must also have a minimum of two years of experience in tax preparation or tax representation. There is no specific education requirement to become an Enrolled Agent, but most candidates have at least a bachelor's degree in accounting or a related field.
Enrolled Agent Skills
- Tax law
- Tax preparation
- Tax planning
- Tax research
- Client relations
- Recordkeeping
- Organizational skills
- Attention to detail
- Analytical skills
- Problem-solving skills
- Math skills
- Computer skills
Related: Top Enrolled Agent Skills: Definition and Examples
How to become an Enrolled Agent
There are a few steps you can take to become an Enrolled Agent. First, you must have a bachelor’s degree from an accredited university. You will also need to complete a three-part examination administered by the IRS. Once you have passed the examination, you will need to submit an application to the IRS. After your application has been approved, you will be enrolled as an agent.
Related: Enrolled Agent Resume Example
Related: Enrolled Agent Interview Questions (With Example Answers)