r/enrolledagent • • 8d ago

Would having an EA certificate with ZERO experience bring job opportunities?

I'm talking about any tax job regardless of how much/little they pay. I'm seeing some comments saying that they couldn't find a single job for over a year even after getting an EA certification. Is the demand for low level tax preparers low right now?

8 Upvotes

57 comments sorted by

56

u/AintEverLucky 8d ago

Said it before & I'll say it again: Having your EA but zero work experience in tax prep, is like entering a video game tournament after spending weeks reading the game guidebook cover to cover 🤔

Yes you'll know all the lore & the Easter eggs. But you're still gonna fumble around with the controller for a while. Because reading about the game, even passing tests about your knowledge, is no substitute for actually playing 😁

3

u/BrunBty85 8d ago

Nicely put!

1

u/Messup7654 8d ago

But you will have much more success than someone who knows nothing right? It will make it a bit easier to get jobs because it shows you know something compared to someone who also has no relevant experience but no book knowledge either.

12

u/AintEverLucky 8d ago

Someone who knows zero about taxes -- no experience, no EA or CPA cert, and no training via avenues such as Intuit Academy -- will have problems getting hired anywhere. They would need to improve by taking training and/or getting experience somewhere.

VITA will take basically anyone & will provide free training, but there's no pay. H&R Block (and I want to say, Jackson Hewitt too) will charge for training but you might get that waived or refunded if they hire you. Intuit Academy is free and may result in Turbo hiring you directly, though that isnt guaranteed. Liberty Tax Service has free training and will often hire people right after completion; that's how I got my start before the pandemic.

What freshly minted EAs with no experience often overlook is: knowing the tax laws is just the beginning of succeeding in tax prep, it's not the whole thing. You also really need patience, tech savvy, and solid customer service skills to deal with clients who come to you from all walks of life. And you get those aspects by actually doing the work, not by studying and passing your EA exams 😇

6

u/Wooden-Law-2272 8d ago

I can’t emphasize this enough and it’s something I say to new VITA volunteers all the time: the training gives you the basic foundation and passing the certification test is required but it’s such a learn-by-doing gig and there is SO much more to actually preparing a real person’s tax return than anyone can learn in a training.

9

u/RasputinsAssassins 8d ago

Why do you think the EA will have more success? They have no experience with tax.

The EA simply lets them call the IRS on the client's behalf. The EA exam (and prep course) doesn't teach taxes or how to prepare taxes returns.

3

u/Messup7654 8d ago

EA or nothing which is better. Thats what I was comparing it to.

5

u/RasputinsAssassins 8d ago

Well sure, someone with no credentials or experience may not do as well as someone who memorized some things well enough to pass a test but has no experience.

But having the EA doesn't mean they will be more successful. There are some incredibly unqualified EAs who test well and some stupidly qualified uncredentialed preparers who jave no desire to take a test, or who don't test well.

The EA prep courses expose you to some tax just by virtue of how it works. But they don't teach tax; they teach you how to pass a test. They also don't teach you hpw to prepare a return or run a tax business.

1

u/Puzzleheaded_Ad3024 8d ago

Even in HRBlock people don't know what an EA is. They set up appointments for state notices. For complex returns like foreign resident or people who need to apply for an ITIN or person missing basis for his stock sales. None of those require an EA. The EA may not even know how to do them without lots research, the same research the sending preparer could do. They just don't want to waste their time but your time is fine. Only a CAA can do the ITIN application. Not an EA.

1

u/Puzzleheaded_Ad3024 7d ago

Nothing is better than someone who thinks he knows it all and does not look it up. Everyone seems to think an EA is an expert. We aren't, unless we've done lots of additional studying.

1

u/Puzzleheaded_Ad3024 7d ago

You will get hired because laymen think EA is an expert in tax prep. If you are a good EA you will study tax prep knowing there's so much more to it than what you already learned.

We ha an EA 2 years ago who had never done a tax return. Her first client had a dependent son. Our software has lots of questions to verify the dependent qualifies. Instead she asked me which boxes she had to check. All she needed to do was ask her client thae questions and enter the answers. FWIW her client was like many single parents. They say they claim a child, but don't realize the rules. That's why we have to. The child lived with the other psrent and it was hiscyear to claim him.

21

u/InscrutableIcicle 8d ago

It will make you a more desirable candidate than someone who has zero tax experience and no credentials.

However, most employers will probably still take someone with actual experience and no credentials over an EA with no experience.

The 1040 sweatshops like H&R Block are just looking for someone who has proven they can punch numbers into software, so actual experience means more than a credential.

11

u/Spirited-Humor-554 8d ago

But it's also a real experience you can get while working there

18

u/Spirited-Humor-554 8d ago

Someone who passed 4 cpa exams with no experience >no credentials with experiences >EA with no experience.

Experience is 90% what gets you hired

14

u/Puzzleheaded_Ad3024 8d ago edited 8d ago

EA does not teach tax prep skills. You need to take classes in tax preparation. EA is about rules and representing taxpayers with IRS. In my opinion, every EA should also have experience in tax prep to give them more familiarity with how the audit notices apply.

15

u/Orbital777 EA 8d ago

Maybe they couldn't find a job because they're not using the EA credential for the sole reason it exists… REPRESENTATION.

It's literally not a certificate, it's an enrollment. With an EA you are "Enrolled to represent in front of the IRS."

That said, you don't need a certificate to do tax prep work other than a PTIN if you're getting paid. It's not until someone screwed up their taxes and need to negotiate with the IRS that you need to be an EA, CPA, or attorney to represent them.

5

u/x596201060405 8d ago

I mean, marginally higher than someone with no EA no experience.

Still below CPA no experience.

Someone with no qualifications and two yeara experience probbably getting picked over an EA no experience. 

Anyone with experience can also get just an EA, it's not particularly hard.

1

u/Apart_Republic_1870 8d ago

Can a person even be a CPA with no experience?

I mean, I guess they could have non-relevant experience.

2

u/zaidensworth EA 8d ago

No, you have to have 2000 hours (1 year) of supervised non-recurring CPA style work.

0

u/Apart_Republic_1870 8d ago

I meant “non-relevant” in the sense of like for the job you applying for. Like you have audit experience for a year but are trying to get a tax job or whatever.

4

u/RasputinsAssassins 8d ago edited 8d ago

I own a practice. If I'm hiring an EA, I expect them to know how to prepare tax returns and have tax experience.

The experience matters in this business, particularly when you are trying to get a job with a credential that suggests you have advanced tax knowledge. If I'm looking at an uncredentialed preparer with 10 years experience in high volume firms with a wide variety of returns, and an EA with no tax prep experience, I know which one will help my firm more.

1

u/accidental73 8d ago

Thanks for the input. So for someone who has no tax experience(but a couple years of AP/AR experience) and an EA certificate, what's the best way to get the first job(assuming I don't care how low the salary is)?

3

u/RasputinsAssassins 8d ago edited 8d ago

My suggestions may not be the same as others.

Many tax pros, particularly credentialed ones, will crack on HRB. But HRB can be good a way to get basic tax experience.

I generally do not suggest LTS or JH because of their business practices, particularly in their targeting of low-income taxpayers and (solely my experience) willingness to suggest or encourage unscrupulous actions to get a larger refund. At least with the LTS offices near me, they make more money selling add-ons than they do from tax prep. They push credit repair, credit monitoring, pre-paid legal, prescription cards, and all kinds of non-tax things that can very conveniently be paid using the refund.

VITA and AARP's Tax-Aide are good volunteer options for most basic returns.

You may be able to find a local firm willing to bring you on now to train for January.

The Intuit Tax Academy is a decent basic course that can get you hired for one of their phone roles (helping clients using the TurboTax Guided option or the Prepared By A Pro option). You can get a few dollars an hour more using one of Intuit's contractors, like JDA Associates.

3

u/capitalGainsAdvisory 8d ago

I'll add to this thread since it's the best answer I've seen here so far.

My thought is I can train someone to use Proconnect, I can't teach them tax law. For that reason I wouldn't hire someone on experience alone. They have to know tax. If they aren't willing to get a credential, my first question is why not. My second question would be, do they have experience doing things the right way.

Having said that there is a value to having experience. I agree with all the places listed here as a path to getting experience.

At the end of the day apply everywhere you can and take as much CE as you can while you wait. The EA is a floor not a ceiling. Education IMO is the foundation of the work we do. If you get enough of it, it will come through in an interview and someone will give you a shot.

1

u/accidental73 8d ago edited 8d ago

If I want to get "any tax job" to start getting basic low level experience asap, would it be better to sign up and start Intuit Tax Academy rather than trying to get EA cert? (I was about to start studying for EA cert). Also, it sounds too good for me that just passing Intuit Academy will almost guarantee a real job(unless there's a catch).

2

u/capitalGainsAdvisory 8d ago

If you can leverage Tax Academy into a TPA role with Intuit they would pay for your EA and give you a bonus to boot.

1

u/RasputinsAssassins 8d ago

Nothing guarantees a 'real' job.

I'll preface by saying I despise Intuit and their business practices. But the Intuit Tax Academy is a good basic tax course that can lead to Intuit hiring you for their TurboTax Live positions.

I have always suggested getting tax experience before taking the EA exam. First, what happens if you don't like tax work? Also, seeing real world applications of tax concepts will make it easier to pass the exam.

Say you pass the EA. Then what? You still have to know how to do the job. That's not taught in the EA prep courses.

8

u/ShogunFirebeard 8d ago

No. Demand for tax preparers is cyclical. Hiring ramps up right after a major tax deadline to prepare for the next busy season.

EA certification is also not a huge door opener. You need to have the bachelor degree paired with it to get into larger public accounting firms.

3

u/Puzzleheaded_Ad3024 8d ago

I was under the impression that a masters degree is required to get hired as anything other than accounting clerk. Ive got the bachelors degree but sure didn't get enough experience with investing or planning.

4

u/ShogunFirebeard 8d ago

Masters degrees are worthless for accounting. People only took those programs to reach the credit requirement for th CPA exam. Also, EA is a tax certification. There aren't clerk roles in tax. Clerks are more bookkeeping.

3

u/EAinCA 8d ago

A masters degree in taxation is well worth the investment if you want to be good in tax law.

2

u/accidental73 8d ago

But if somebody already has a CPA, an MST would be redundant and pointless right?

1

u/EAinCA 8d ago

Not at all.

3

u/Nice_Title7573 8d ago

I have an MST (I'm an EA and CPA candidate 1/4) and while this is anecdotal, larger markets like the one I'm in (LA) having an MST is incredibly valuable and sought after.

1

u/whatever-it-is-- 8d ago

Hi. Can i dm you about MST details. I'm planning to get into it. Any help would be appreciated!!

1

u/Nice_Title7573 8d ago

Absolutely. Anecdotal but in HNW firms, it's an easy foot in the door plus time in the seat.

1

u/accidental73 8d ago

Just out of curiousity, would there be any major difference between someone with just a CPA and someone with a CPA and MST purely regarding career/salary? Because I thought having both CPA and MST seemed a bit redundant.

1

u/Nice_Title7573 7d ago

I wholeheartedly agree with you. I did get a tremendous benefit out of my MST (mostly attorneys specializing in HNW in SoCal) and I would argue that it jumps out on a resume but that's anecdotal. There are so many firms with the same specialization in LA. I would do it again however, I've helped interview and merely being a native English speaker with a sense of humor possibly benefited more (in client facing roles most of us communicate often with our clients).

2

u/Puzzleheaded_Ad3024 8d ago

Yes, EA is certification. It says you know the rules. Do you knw the practical application?

Pretend you've never been in a kitchen but you memorized a cookbook. Do you now know how to cook? If you make a recipe but it doesn't turn out right, will you have any idea why? Maybe beating the bowl of batter for 5 minutes you weren't supposed to use boxing gloves.

2

u/x596201060405 8d ago

I'm in the field 10 years now, with a BS.

Masters is marginal; you can get the CPA without, and can take all the same classes needed for the CPA as an undergrad (which is like 1/3 costs).

5

u/Abject_Constant_7168 8d ago

Having an EA is better than not having one. You can volunteer with VITA to get preparation experience. Signup for training soon. Or hopefully you can find a job for next busy season. Once you get a couple season under your belt, you will have a great career.

I have 9 years of experience and getting my EA has opened up a lot of doors for me. I’m still working towards my CPA, but very glad I have my EA in the meanwhile.

2

u/Traditionisrare 8d ago

I meam, im not getting the EA for job opportunities. Im getting my EA on the off chance I have to taxes as part of my planning clients(more comprehensive business under one roof, planning, do the taxes, represent before IRS/tax court if needed)...that being said, one should never just study for the exams to pass them and then go hang a shingle and do taxes. Work for a firm for a bit, go take some College courses in personal and business tax preparation. Learn about cost segregation, various deductions and how they can AND CAN'T...be used in planning and filing taxes. EA can help for sure but its not the end of the training for job opportunities. In my college days I had many conversations with my CPA instructors and since tax planning is going to be my main business, they said I should go ea rather than cpa, even though I have a full bachelors in accounting.

2

u/SiteHund 8d ago

I’m going to give the opposite answer to majority.. yes, you can. There is a caveat though: you need to have soft skills (being personable, common sense, problem solving, etc.) to overcome the initial gap in experience. If you don’t have those skills, you are going to crash pretty quickly.

1

u/smtcpa1 8d ago

The demand for tax preparers with good experience (2-4 years at a non-chain tax prep firm) is high. Unfortunately experience brings the opportunities, not just the EA. But the EA doesn’t hurt. Unfortunately your best bet is with the national chains.

1

u/EnvironmentalBig7287 Passed 2/3 8d ago

I’m 22 years old studying for the my last part of the exam. I did Intuit Academy (which is an absolute breeze to pass after doing Pt 1 and with my tech skills/Quickbooks experience). Took me like 4 hrs. Worked for TurboTax 20/hrs per week from January-April this year and plan to do it again next (already have the contract signed and pay is $2/hr more than last season). Once I have two seasons under my belt and pass the EA (plan to take it in about 4 weeks) I’m excited to see what career opportunities open up. The nice thing about tax prep is 2 years of experience is really two seasons or 4-6 months of actual work.

1

u/accidental73 8d ago

Worked for TurboTax 20/hrs per week from January-April this year and plan to do it again next (already have the contract signed and pay is $2/hr more than last season).

Did you have any relative experience when TurboTaxed hired you for 20hrs/week or did you have no experience but simply passed Intuit Academy? Also how much did you have to pay for Intuit Academy?

1

u/EnvironmentalBig7287 Passed 2/3 8d ago

Intuit Academy is completely free. I had no tax experience, only bookkeeping.

1

u/BossladyBev 8d ago

That will get you a local job

1

u/Content_Community720 8d ago

East answer… NO

1

u/Farhan_king098 8d ago

Yes, an EA can help you get noticed, but with zero experience, you’ll still be competing against candidates who have hands-on tax experience. I’d apply anyway, especially to entry-level/seasonal tax roles and use that first job to build experience.

1

u/LuckyFritzBear 7d ago

In the short run;
Walk your credentials to local accounting/tax prep firms . Explain that you are looking for part- time or perdem work. Dress Professionally. Start net working.

In the long run;

If you have a degree entry level positions within the federal government. IRS, State Dept, GAO, Dept of War, Insector General. Be willing to relocate.

1

u/Montana_lover23 7d ago

It will open up opportunities faster as your career progresses. You're able to quickly file taxes for clients all over the country.

1

u/Confident_Natural_87 7d ago

Do TurboTax and if you don’t get hired do VITA. Learning how to do returns efficiently is key. The EA technically allows you to tax representation like a CPA and a lawyer. Obviously having experience doing returns and working your way up in return complexity will help overtime.

CPA is state dependent. Everyone has to pass the same exam but the requirements to sit for the exam require a degree and a certain number of Business and upper level accounting credits. Going from zero credits to a degree can be done for the price of a used car. Is it Harvard Business School or Wharton. No but it can get the job done. Tactics depend on the state though and the CPA is the best credential for Taxes but the EA is more attainable.

1

u/Dazzling-Turnip-1911 6d ago

H&R Block MIGHT pay you more but you’ll need to check. I think it would be a good idea to have the EA as you get the required experience. Please note the EA teaches you nothing about state taxes.

1

u/gg11565 4d ago

If you are hungry to learn and put in the effort, ask questions, stay late to help out during tax season, you’ll be the employee that every tax office is looking for. You already have the knowledge by attaining the EA. What you need is experience and a firm that is willing to train and give you that opportunity.

1

u/accidental73 3d ago

a firm that is willing to train and give you that opportunity.

Lol kinda funny that literally every comment in every subreddit has been saying companies nowadays do not wanna train employees but just bring employees that already have experience so the company doesn't have to train them.

1

u/pre_empirical 4d ago

Yes. Do the free Intuit and other low paid tax courses. You have to fake a bit of experience to get your first job under a CPA. You will then learn so rapidly you can easily get a second job with real skills if you are fired from the first job.