Strittmatter Wealth Management Group (SWMG)
Pay: $8.00-$15.00 per hour Depending on Experience + Performance Bonuses Available
Work Schedule: Must be available during Central Standard Time (CST) business hours for meetings and collaboration.
Hours: Full Time, 40 hours per week
Location: Remote
Position Overview
Are you an experienced Enrolled Agent who enjoys helping clients navigate complex tax situations while working closely with financial planning professionals? Do you thrive in a fast-paced environment where attention to detail, tax expertise, and exceptional client service are valued?
Strittmatter Wealth Management Group is seeking a knowledgeable and client-focused Enrolled Agent (EA) Contractor to support our growing tax and financial planning practice. This role will assist with tax preparation, tax planning, IRS correspondence, and client support while collaborating with advisors to deliver comprehensive wealth management solutions.
Key Responsibilities
Prepare and review individual, business, trust, and partnership tax returns
Provide proactive tax planning recommendations for clients
Respond to IRS notices and assist clients with tax-related issues
Conduct tax research and stay current with federal and state tax regulations
Assist advisors with tax-efficient retirement and investment planning strategies
Review client financial information for accuracy and completeness
Prepare tax projections and year-end tax planning reports
Maintain detailed client records and documentation
Communicate directly with clients regarding tax matters and document requests
Ensure compliance with tax laws, regulations, and firm standards
Collaborate with advisors and operations staff to support client needs
Track productivity, deadlines, and project status updates
Qualifications
Active Enrolled Agent (EA) designation required
Minimum 3 years of tax preparation and tax planning experience
Strong knowledge of federal tax laws and regulations
Experience preparing complex individual and business tax returns
Strong analytical and problem-solving skills
High attention to detail and accuracy
Excellent written and verbal communication skills
Ability to work independently and manage multiple deadlines
Experience working with financial advisors, CPA firms, or wealth management firms preferred
Strong client service orientation
Software & Technology Skills
Tax preparation software experience required
Experience with Drake Tax, UltraTax, Lacerte, or similar platforms preferred
Microsoft Office Suite
Adobe Acrobat
CRM systems experience
Redtail CRM experience preferred
Must have reliable high-speed internet (this will be verified)
About Us
Strittmatter Wealth Management Group is an independent Registered Investment Advisor (RIA) serving high-net-worth individuals, retirees, and business owners since 2007. We specialize in retirement planning, investment management, tax-efficient strategies, and business planning. Our mission is to help clients gain confidence in their financial future through education, personalized planning, and exceptional service.
Why Join SWMG?
Flexible remote work environment
Consistent full-time contractor opportunity
Collaborative team culture
Work alongside experienced financial advisors
Long-term growth opportunities
Performance-based bonuses available
Active Enrolled Agent designation and at least 3 years of tax preparation and planning experience. Requires complex return preparation, federal tax knowledge, analytical ability, communication, and deadline management.
Key Responsibilities
- preparing tax returns
- conducting tax research
- supporting advisors
Skills & Tools
Drake Tax, UltraTax, Lacerte, Microsoft Office Suite, Adobe Acrobat, CRM, Redtail CRM
Job Details
- Category: Finance and Accounting
- Seniority: Mid Level
- Commitment: Full Time, Contract
- Workplace: Remote — India
- Salary: USD 16,640 – 31,200 / year
- Languages: English
Benefits
- Generous paid time off
About Strittmatter Wealth Management Group
An independent registered investment advisor providing retirement planning, investment management, tax-efficient strategies, and business planning. — Industry: Finance