Position Overview

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 US 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

Why Strittmatter

Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high value clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers.

Why Join SWMG?

• Flexible remote work environment
• Consistent full-time contractor opportunity
• Collaborative team culture
• Work alongside experienced financial advisors
• Long-term growth opportunities