Company Description

Next4Growth CFO Services is a trusted financial partner dedicated to helping small businesses grow through bookkeeping, payroll, and fractional CFO services. Founded by Joan Zhang and headquartered in Texas, the firm supports clients nationwide across industries such as construction, mental health care, design, law, and other professional services. Next4Growth emphasizes clean, accurate financial data to support tax preparation, improve systems and processes, and drive long-term profitability and business growth. The team approaches each client relationship as a business partnership, focusing on cash flow, financial health, and practical insights for startups and small businesses. With process-driven solutions and a commitment to accounting hygiene, Next4Growth aims to simplify operations and make clients’ businesses more efficient and successful. Role Description The Senior Enrolled Agent – Tax Preparation (Full-Time) role is a part-time remote position responsible for managing end-to-end tax preparation and advisory services for small business clients. Day-to-day tasks include preparing and reviewing federal and state tax returns, ensuring tax compliance, and analyzing financial statements to identify tax-saving opportunities. The individual will communicate directly with clients to gather documentation, clarify tax issues, and provide guidance on tax planning and regulatory changes. This role also involves collaborating with the internal accounting and bookkeeping team to ensure accurate data, maintain tax records, and support process improvements that enhance efficiency and financial hygiene. The Senior Enrolled Agent is expected to work independently, manage multiple client engagements, and uphold high standards of professionalism and confidentiality.

Qualifications

Strong expertise in Tax Preparation and Tax Compliance, with the ability to interpret and apply current tax laws and regulations. Demonstrated experience in Tax advisory and planning for small businesses or startups. Proficiency in Accounting and Financial Statements analysis to ensure accurate reporting and support tax filings. Active Enrolled Agent (EA) credential in good standing; CPA license is a plus. Experience using tax software and cloud-based accounting platforms (e.g., QuickBooks, Xero, or similar). Excellent written and verbal communication skills, with the ability to explain complex tax concepts in clear, accessible language. Strong attention to detail, organizational skills, and the ability to manage multiple deadlines in a remote environment. Prior experience working with small businesses across diverse industries is highly beneficial. Bachelor’s degree in Accounting, Finance, or related field preferred, or equivalent professional experience.