Per Diem Enrolled Agent

Polymath Partners is a law-enabled financial consulting firm specializing in integrated legal, accounting, and tax services for small and closely held businesses and their owners. We provide sophisticated, strategy-driven support for clients navigating entity formation, taxation, regulatory compliance, and exit planning.

Position Overview:
We are seeking a highly skilled Enrolled Agent on a per diem basis to assist with individual and pass-through entity tax return preparation, review, and compliance. This is a remote-first contractor role with the potential to evolve into a full-time position for the right candidate.

Key Responsibilities:

• Prepare and review individual and business (S-corp, partnership) tax returns

• Perform compliance checks, including carry-forward balances, prior-year reconciliation, and basis tracking

• Analyze book-to-tax adjustments and ensure proper treatment of entity conversions (e.g., C to S, disregarded entity elections)

• Conduct ad hoc tax resolution research and support

• Review prior year returns for accuracy and consistency

• Assist with tax-related bookkeeping and financial record reconciliation

Required Qualifications:

• Active Enrolled Agent (EA) in good standing

• Active PTIN

• Experience working with small businesses and closely held entities

• Proficiency with TaxAct and QuickBooks Online/Desktop

• Strong knowledge of book-to-tax adjustments and tax basis principles

• Familiarity with entity classification changes and elections

• Ability to work independently and meet tight deadlines

Additional Info:

• Remote-first work environment

• Hourly or daily per diem rate

• Flexible scheduling

• Opportunity to expand into a longer-term or full-time role based on performance