Enrolled Agent/Accountant
Business Manager for the majority of the year, which includes bookkeeping/accounting and payroll. For a wonderful 1/4 of the year, I get to be a tax preparer. However, I am registered as an Enrolled Agent with the IRS all year long.
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Business & Payroll Manager/Accountant - I keep track of multiple bank accounts, pay bills, pay employees (and payroll taxes), manage 401(k) accounts, beat QuickBooks into cooperating with me, and make sure we have enough money to navigate the year. I don't actually have any control over the decisions of the business, but I do try to compensate for them, to make sure the ship stays afloat. There are also rotating clients that I consult for bookkeeping and payroll.
Enrolled Agent/Tax Preparer - I prepare taxes for individuals, partnerships, s-corporations, trusts, and estates. I get to look up tax code and regulation, tax case and court history, as well as pending Congress changes. Every year is a slightly new shift and learning curve, and there is something new to learn. I get to balance everyone out at the end of the year, and hopefully set them up to be more successful next year.
Your career history, how did you get your job?
My parents were always the sort looking for a way to be their own boss. My father has worked tax season since forever ago, and when I was 14 they purchased a well-known tax franchise. During high school I was an unwilling participant from January through April, for a couple years afterwards I tried desperately to escape, and by the time I was 20 I had crawled back to the next. Now at nearly 30, I love taxes.
By love, I mean that I have a fascination and joy in preparing and reaching them that some would possibly think of as an unhealthy obsession. I like to think that instead I am one of the few, the proud, the tax fanatics. Two years ago I tested and became an Enrolled Agent, and last year I started in a Masters program for Taxation.
As far as the bookkeeping/payroll side of my job goes, that is mostly due to family obligation. My folks still have the business, as well as a bit more they've picked up over the years. I keep of the business/money side for them, as well as some of their clients.
Whatâs a typical day at your job(s) like?
Majority of the year: I have the flexibility of being self-employed, so I don't have a set daily schedule. Usually I work later in the day, since most people I need to contact are on the west coast. I take a day to pay and send out bills, and a couple days to update the bookkeeping and scan things in to file. To be fair and honest, I have a very easy job for which I am over paid. I guess that's what happens when you get tied into the family business.
January - April: Tax season! I work at a local tax office several days a week, in varying shifts. So I get up, drive 20ish minutes, and then get to play around in taxes for 7-10 hours. I deal with clients, both answering tax questions and scenarios and preparing their tax returns, helping my co-workers with tax issues, and researching various problems that wander in. I have been called the walking tax encyclopedia, but mostly I think that is due to my willingness to delve into research. I also tend to keep tax information in my head the way that most people keep movie trivia and the names of their neighbors.
Job(s) Pros/Cons, Likes/Dislikes
I love the puzzles, the searching, the digging up ways to approach and deal with all sorts of tax issues. If I see something and don't like how it looks, or can't figure out why I think it should be one way or another, I will look until I can find the Code section or Court ruling to back it up. I like being able to find and explain these complicated little messes to people, to help them feel safe and lead better financial lives.
I dislike that the majority of the year my time is spent with bookkeeping and payroll and other drivel that slowly kills my soul (not to be completely melodramatic). Working out of my house the majority of the year is actually not terribly good, as I am the sort that needs to be made to get out of the house and socialize. I do honestly look forward to being able to someday work year-round with taxes. The accounting I do simply out of family loyalty.
What kinds of people do you typically see in your career path?
Usually I see people older than me, forties to sixties, with a higher percentage of men. Most of my co-workers are old enough to be my parents, and will frequently act as such. It can take a while for them to realize that I have the same if not more experience than they do, especially the men.
Fortunately, there are still enough women and enough people within a decade of me that help me moor onto the edges of the pool.
Whatâs typically right/wrong about how your career is portrayed?
Honestly, you rarely see tax preparers.. or hardly even accountants. If you do see an accountant, they are socially inept, male, and anal retentive. The closest you see to a tax prepare are angry IRS agents, stomping into businesses full of threats.
The one portrayal I like best, has been in Stranger Than Fiction. This may also be because I see far to much of myself in Harold Crick. The sound of the files scraping together can too often form an endless ocean, and it is so easy to become lost in it. Either by how we see ourselves, or by how everyone else sees us.
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