Enrolled Agent / Tax Preparer – Remote (US Based Only)

About Us: Doc Wealth is a tax and advisory firm built exclusively for physicians. While most tax firms have you grinding through basic returns, our clients are surgeons, anesthesiologists, and specialists running their own practices - which means every return comes with real complexity. S-Corp strategies, multi-state compliance, retirement plan optimization, entity structuring. If you've been looking for work that actually makes you think, this is it.We're growing fast and building something different. Small team, real ownership, no bureaucracy.The Role: You'll work across two client pods, each led by a Tax Manager. They own the client relationships and planning conversations - you own the preparation and execution that makes it all work. You'll see the full picture of each client's tax situation, not just a slice of it. That exposure is how people here build real expertise quickly and move into bigger roles.What You'll DoPrepare individual returns (1040) and business returns (1120-S, 1065) for physician clientsBuild and maintain workpapers and supporting documentationAssist with tax planning calculations - estimated payments, retirement contributions, scenario analysisCommunicate with clients alongside your Tax Managers to keep engagements movingManage your own pipeline, keep client records current, and flag issues earlyWhat We're Looking ForEnrolled Agent designation or CPA license requiredMinimum 2 years of experience preparing tax returnsExperience with 1040, 1120-S, and 1065 returnsWorking knowledge of S-Corp tax strategies - reasonable compensation, Augusta Rule, retirement plan optimization, and entity election planningComfort working independently and managing competing deadlinesStrong attention to detail and consistent follow-throughOur ToolsProConnect for tax preparationTaxDome for client management and workflowGoogle Workspace for everything elseWhat You GetFully remote - work from anywhere in the U.S.401(k)Health insuranceA physician-only client base that keeps the work complex and interesting — no more stacks of cookie-cutter returnsA clear growth path into leadership as the firm scalesA small team where your work is visible, your ideas are heard, and you're not just a number