How to hire an enrolled agent

How to hire an enrolled agent, step by step

Here's a step-by-step enrolled agent hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write an enrolled agent job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new enrolled agent
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   The enrolled agent hiring process starts by determining what type of worker you actually need. Certain roles might require a full-time employee, whereas part-time workers or contractors can do others.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   An enrolled agent's background is also an important factor in determining whether they'll be a good fit for the position. For example, enrolled agents from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   The following list breaks down different types of enrolled agents and their corresponding salaries.

   Type of Enrolled Agent	Description	Hourly rate
   Enrolled Agent	Insurance sales agents help insurance companies generate new business by contacting potential customers and selling one or more types of insurance. Insurance sales agents explain various insurance policies and help clients choose plans that suit them.	$10-25
   Sales Producer	A sales producer is responsible for performing sales calls and administering all leads. You will be responsible for preparing the policies aimed at sales procedures and developing the necessary sales documents... Show more	$11-51
   Licensed Insurance Producer	An Insurance producer, also called an insurance agent that promotes and sells insurance benefits and packages to clients. This includes life insurance, property, and health insurance that is offered by not only one company... Show more	$21-46

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Troubleshoot Issues
   • Database Systems
   • Data Entry
   • Customer Identity
   • Equipment Inventory
   • Upselling
   • Card Inventory
   • Solutions Operations
   • Federal Programs
   • Income Tax Returns
   • IRS
   • Customer Service
   • Inbound Calls
   • Financial Statements

   Check all skills

   Responsibilities:

   • Provide bookkeeping services, payroll, and QuickBooks setup and training to small- to medium-size businesses (SMB).
   • Create companies in QuickBooks, start to finish, chart of accounts include.
   • Re-Cover $89K for one client previously miss by CPA during pervious tax season.
   • Create opportunities to add value for customers through the upselling of retail products and services.
   • Enroll new and existing customers into qualified Medicare and Medicaid programs in a call center environment.
   • Audit financial documents for tax law compliance in advance of an IRS service review or formal audit.

   More enrolled agent duties

3. Make a budget

   Including a salary range in your enrolled agent job description is a great way to entice the best and brightest candidates. An enrolled agent salary can vary based on several factors:

   • Location. For example, enrolled agents' average salary in florida is 63% less than in alaska.
   • Seniority. Entry-level enrolled agents earn 59% less than senior-level enrolled agents.
   • Certifications. An enrolled agent with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in an enrolled agent's salary.

   Average enrolled agent salary

   $35,171yearly

   $16.91 hourly rate

   ---

   Entry-level enrolled agent salary

   $22,000 yearly salary

   Updated December 14, 2025

   Average enrolled agent salary by state

   Rank	State	Avg. salary	Hourly rate
   1	Wisconsin	$61,027	$29
   2	California	$46,082	$22
   3	Michigan	$39,401	$19
   4	Colorado	$39,243	$19
   5	Indiana	$37,453	$18
   6	Maryland	$35,645	$17
   7	Pennsylvania	$34,928	$17
   8	Missouri	$32,492	$16
   9	Virginia	$32,267	$16
   10	South Carolina	$32,264	$16
   11	Texas	$32,198	$15
   12	North Carolina	$31,742	$15
   13	Georgia	$29,085	$14
   14	Florida	$27,670	$13

   Average enrolled agent salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	IDEMIA	$37,410	$17.99	24
   2	Acuity Insurance	$36,862	$17.72
   3	Smoker Craft Boats	$35,966	$17.29
   4	Independent Health	$35,874	$17.25
   5	Hero	$34,720	$16.69
   6	AdvancED	$34,494	$16.58
   7	Safeway	$33,634	$16.17
   8	Robert Half	$33,349	$16.03	17
   9	ManpowerGroup	$33,039	$15.88	10
   10	Kelly Services	$32,755	$15.75	6
   11	Convey Health Solutions	$32,108	$15.44
   12	Aerotek	$32,072	$15.42	2
   13	PeopleShare	$29,924	$14.39	2
   14	All Web Leads	$27,720	$13.33

4. Writing an enrolled agent job description

   An enrolled agent job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. To help get you started, here's an example of an enrolled agent job description:

   Enrolled agent job description example

   Your Purpose: We are a small, locally owned, tax and bookkeeping firm focusing on individuals and small businesses.
   At Jackson Hewitt, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. The role you play is critical to our success and together we are “Working Hard for the Hardest Working Americans”. This is our mission and it’s a large part of why we work here. Together we are highly passionate about what we do, and how we can help our clients. What you’ll do here:

   • Individual and Business Tax Preparation
   • 1040NR Tax Preparation
   • IRS Correspondence
   • Tax Consultations
   • Bookkeeping

   Requirements:
   Candidate must be designated as CPA, Enrolled Agent, or have 10 + years experience preparing taxes.
   Flexible Schedules Available!
   This position is In-Office and not a Remote Position.
   Medical/Dental/Vision available after 90 days.

   By submitting this form, I hereby acknowledge that most Jackson Hewitt locations are operated by independent franchisees and not Jackson Hewitt or its affiliates. I further acknowledge that franchisees are independent employers and separate companies and employers from Jackson Hewitt Inc., and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. Jackson Hewitt Inc. will have no obligation or right to control any franchise employment issue relating to employees of a Jackson Hewitt franchisee. By applying for a job at a franchise-operated location, I understand that the information I provide will be forwarded to the franchisee in order for that organization to reach out to me and process and evaluate my application. I acknowledge that Jackson Hewitt will not receive a copy of my employment application and will have no involvement in any employment decisions regarding me, including whether I receive an interview or whether I am hired to work for the franchisee. I understand that I need to contact the relevant franchisee for information about its privacy practices. Any communications opt-out that I submit in any franchisee’s job application process is specific to that franchisee and will not be communicated to any other entity.

   Copy this example

   

5. Post your job

   To find enrolled agents for your business, try out a few different recruiting strategies:

   • Consider internal talent. One of the most important talent pools for any company is its current employees.
   • Ask for referrals. Reach out to friends, family members, and your current work to ask if they know any enrolled agents they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit entry-level enrolled agents with the right educational background.
   • Social media platforms. LinkedIn, Facebook, and Twitter have more than 3.5 billion users, and they're a great place for company branding and reaching potential job candidates.

   Post your job online:

   • Post your enrolled agent job on Zippia to find and attract quality enrolled agent candidates.
   • Use niche websites such as salesjobs, salesheads, allretailjobs.com, sales trax.
   • Post a job on free websites.

6. Interview candidates

   Your first interview with enrolled agent candidates should focus on their interest in the role and background experience. As the hiring process goes on, you can learn more about how they'd fit into the company culture in later rounds of interviews.

   It's also good to ask about candidates' unique skills and talents to see if they match your ideal candidate profile. If you think a candidate is good enough for the next step, you can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new enrolled agent

   Once you've selected the best enrolled agent candidate for the job, it's time to write an offer letter. In addition to salary, this letter should include details about the benefits and perks you offer the candidate. Ensuring that your offer is competitive is essential, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and you should be open to discussion. After you reach an agreement, the final step is formalizing the agreement with a contract.

   It's also good etiquette to follow up with applicants who don't get the job by sending them an email letting them know that the position has been filled.

   After that, you can create an onboarding schedule for a new enrolled agent. Human Resources and the hiring manager should complete Employee Action Forms. Human Resources should also ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc., and that new employee files are created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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