CPA / Enrolled Agent

Jackson Hewitt•Roanoke, TX

13d

About The Position

We are seeking a detail-oriented and analytical CPA or Enrolled Agent to join our tax and finance team. The role is responsible for collecting, organizing, and analyzing tax and financial data to support tax preparation and compliance, reporting, and strategic decision-making. The successful candidate will also oversee the production and tax preparation work of other tax professionals. This position includes gathering financial information from client forms, internal systems, financial statements, and third-party reports; analyzing that information for trends, anomalies, and tax implications; developing client tax strategies; and helping ensure compliance with local, state, and federal tax laws. The role also performs quality reviews and audit and assurance engagements, prepares reports for internal stakeholders, and identifies opportunities to improve data management, controls, and financial processes. The role offers full-time work or the option to work seasonally through April, with part-time work during the off-season for meetings and strategy. Compensation is $25–$35 per hour, plus a competitive bonus program.

Requirements

Obtain an IRS PTIN.
Pass a background check.
Proven experience in data analysis, preferably in a tax- or finance-related role.
Proficiency with Microsoft tools and ability to learn new software, such as Excel and 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.

Nice To Haves

Professional certification such as CPA or CMA.
Familiarity with tax software and ERP systems.
Bachelor's degree in Accounting, Finance, or a related field.

Responsibilities

Gather and compile financial data from client forms, internal systems, financial statements, and third-party reports.
Ensure tax-related information is complete and accurate.
Analyze financial data to identify trends, anomalies, and potential tax implications.
Develop tax strategies for clients to optimize financial outcomes.
Help ensure compliance with regulatory requirements and local, state, and federal tax laws.
Assist with and provide oversight in the preparation of tax returns by supplying accurate, well-organized data.
Perform regular audits and reviews of tax data to maintain accuracy and integrity.
Implement and maintain data quality controls to minimize errors and discrepancies.
Conduct audit and assurance engagements.
Identify improvements for internal controls and financial processes.
Generate reports summarizing tax-related data analysis and communicate findings clearly to internal stakeholders.
Identify and implement process improvements in tax data management.
Stay informed about tax regulation changes and adjust data processes accordingly.
Oversee the production and tax preparation work of other tax professionals.