CPA / Enrolled Agent at Jackson Hewitt - 3567

Rio Rancho, New Mexico, United States -

Full Time

Start Date

Immediate

Expiry Date

03 Apr, 26

Salary

0.0

Posted On

03 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Data Analysis, Tax Compliance, Financial Data, Attention To Detail, Organizational Skills, Communication Skills, Collaboration Skills, Process Improvement, Quality Assurance, Tax Strategies, Regulatory Compliance, Audit Engagements, Microsoft Tools, Tax Software, ERP Systems, Client Interaction

Industry

Financial Services

Description

Benefits: 401(k) 401(k) matching Bonus based on performance Company parties Employee discounts Flexible schedule Opportunity for advancement Training & development Wellness resources Job Summary: We are seeking a detail-oriented and analytical CPA or Enrolled Agent to join our dynamic tax and finance team. The successful candidate will play a crucial role in ensuring the accuracy and integrity of our tax-related data. The Data Analyst will be responsible for collecting, organizing, and analyzing tax and financial data to support tax preparation and compliance, reporting, and strategic decision-making as well as oversee the production and tax preparation of other tax professionals. Key Responsibilities: Data Collection and Compilation: Gather and compile relevant financial data from various sources, including client forms, internal systems, financial statements, and third-party reports. Ensure the completeness and accuracy of tax-related information. Data Analysis and Interpretation: Conduct thorough analysis of financial data to identify trends, anomalies, and potential tax implications. Tax Compliance: Develop tax strategies for clients to optimize financial outcomes Ensure compliance with regulatory requirements Assist and provide oversight in the preparation of tax returns by providing accurate and well-organized data Collaborate with tax professionals to ensure compliance with local, state, and federal tax laws. Quality Assurance: Perform regular audits and reviews of tax data to maintain data accuracy and integrity. Implement and maintain data quality controls to minimize errors and discrepancies. Conduct audit and assurance engagements Identify areas of improvement for internal controls and financial processes Reporting: Generate comprehensive reports summarizing tax-related data analysis for internal stakeholders. Communicate findings and insights in a clear and understandable manner. Process Improvement: Identify opportunities for process improvement in tax data management and implement efficient solutions. Stay informed about changes in tax regulations and adjust data processes accordingly. Qualifications: Obtain IRS PTIN Pass Background check Proven experience in data analysis, preferably in a tax or finance-related role. Proficiency in Microsoft tools and learning new software (e.g., Excel, SQL). Excellent attention to detail and organizational skills. Strong communication and collaboration skills. Ability to work under tight deadlines and manage multiple tasks simultaneously. Willingness to serve people Preferred Qualifications: Professional certification such as CPA or CMA. Familiarity with tax software and ERP systems. Bachelor's degree in Accounting, Finance, or a related field. If you are a highly motivated individual with a passion for data analysis, we encourage you to apply for this rewarding position. Join our team and contribute to the success of our finance department. Full time or option to choose seasonally through April with part time off season meetings and strategy Perks: Hourly pay + competitive bonus program Flexible Schedule Options Heath & wellness benefits 401K and other perks Corporate discount program Free tax preparation training and PTIN registration Free continuing tax education Enrolled Agent materials and testing reimbursement

Responsibilities

The successful candidate will be responsible for collecting, organizing, and analyzing tax and financial data to support tax preparation and compliance. They will also oversee the production and tax preparation of other tax professionals.