5 Skills EAs Need to Get Success in the Career
                     If you want to become a pro-tax preparer, then you have to become an enrolled agent. EA provides a 
high-level tax preparation service. The job profile of EA isn’t very commonly know to everyone, thus 
not many people know what are the perfect skills that require to become an EA.
Who is an EA?
An enrolled agent is a fella who has gained the privilege of representing the taxpayers before the Internal
Revenue Service by either passing a three-part comprehensive IRS test covering individual and business 
tax returns or through experience as a former IRS employee. The job status of EAs is higher in the job 
hierarchy of the IRS department. The person who is competent enough to obtain the title of enrolled agent
must have to follow a standard ethical decorum and should complete 72 hours of educational courses after
every three years.
EAs have job profile is something similar to the attorneys and certified public accountants. That means 
EAs don’t have to follow any kind of restrictions regarding which taxpayers they can represent, what type
of tax matters they can handle and at which IRS offices they can represent their clients. Overall, EAs are 
considered as influential persons in the tax office. And, every competent tax preparation service providing
company like CapActix has EAs appointed to handle tax operations effectively.
What Does an EA Do?
The work profile of an EA includes preparing the taxes for clients. As the name suggests, EA acts as the 
agents of their clients in representing them before the IRS. They are authorized to speak on the behalf of 
their clients, argue with IRS authorities and make appeals. Thus, in tax matters, EAs have almost all the 
powers that CPAs have. However, as the CPAs licenses are issued by the state governments, thus the 
features in their certificates are limited that to EAs certifications.
Skills of Enrolled Agents
If you want to grow in your career as an enrolled agent, then you have to develop a certain set of skills. 
That’s because it is a high profile job, thus to grow in your career, you must have certain skills.
Skill 1. Good Communicator
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An enrolled agent has to communicate with clients regularly. EAs have to understand the requirements of 
their clients and offer them ideal solutions. On the top, they have to communicate with the IRS and 
represent the argument in favor of their clients. Now, if in this, EAs don’t have good communication 
skills, then they won’t be able to offer the services to the expectation of the clients. Thus, enrolled agents 
need to work on improving their communication skills.
Skill 2. Vast Knowledge Bank
The job of EA is to represent a client in front of the IRS, in case of any issue in the tax report. To present 
a compelling case in front of the tax authorities, EAs need to stay updated with all the latest tax laws and 
reforms. EAs should constantly increase their knowledge by participating in the continuing professional 
education courses conducted by federal and state taxation authorities.
Apart from academic knowledge, EAs need to work on improving their technical and general knowledge 
regarding the tax authorities as well. They should read all the latest tax and accounting news or join 
forums to stay connected with fellow EAs. Knowledge is the ultimate key to success for the EAs.
Skill 3. Business Sense
To grow in a career, EAs need to have a sense of business acumen. With business management and 
leadership skills, EAs can handle the senior-level responsibilities in the organization. They can manage 
their subordinates and clients better with advanced business expertise. EA with business knowledge can 
compile wide company performance reports and give strong perspectives.
The business management skills of the EAs can help them in understanding their client’s company and 
draw better arguments to present. They will have a better understanding of how different departments 
work and function. This helps EAs in the long run and bring success way quicker in their careers.
Skill 4. Auditorial Training
EAs need to be highly versatile in the skills department because they have to step into numerous roles and
the role of the auditor is one of the prominent ones. Possessing auditorial skills is very important for EAs 
as it’s part of their basic qualifying exam. With the additional auditing training, EAs can evaluate the 
performance and methodologies of a workplace.
On the top, it is a good career move for enrolled agents as internal auditors are in high demand, thus they 
can expand their career opportunities. They provide additional auditing services to their clients also and 
increase their monetary opportunities.
Skill 5. Mindful Thinker
EAs have numerous responsibilities on their shoulders, thus they have to develop critical evaluation skills
also. When EAs evaluate the present market conditions and make decisions based on future market 
conditions, then they can represent the best solutions. EAs have to be critical thinkers so that they can 
provide effective solutions to their clients. Moreover, with predictive thinking skills, they can take 
concrete actions to grow their career based on real-time data. EAs should master the art of mindful 
thinking with their experiences.
Enrolled agents play important roles in outsourced tax preparation services, hence these professionals 
need to possess a variety of skills. Developing advanced skills will benefit the career of EAs in numerous 
ways. So, if you are preparing to be an enrolled agent, then make sure to develop basic skills in your 
personality.
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CapActix is an outsourced tax preparation company where highly competent and skillful EAs are 
appointed. So, want to use our outsourced tax preparation services or wish to hire a highly skillful EA for 
your company, connect with us on email – [email protected]. or can call on +201-778-0509.
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