CPA / Enrolled Agent

Jackson Hewitt•Alamosa, CO

13d

About The Position

We are seeking a detail-oriented and analytical CPA or Enrolled Agent to join the tax and finance team. The role involves collecting, organizing, and analyzing tax and financial data to support tax preparation and compliance, reporting, and strategic decision-making, as well as overseeing the production and tax preparation work of other tax professionals. The position also develops tax strategies for clients, supports compliance with regulatory requirements, conducts audits and assurance engagements, and identifies improvements to internal controls, financial processes, and tax data management. The schedule may be full-time or seasonal through April, with part-time off-season meetings and strategy work.

Requirements

Obtain an IRS PTIN.
Pass a background check.
Proven experience in data analysis, preferably in a tax- or finance-related role.
Proficiency in 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.
Assist with and oversee tax return preparation by providing accurate, organized data.
Collaborate with tax professionals to ensure compliance with local, state, and federal tax laws.
Perform 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 to internal controls and financial processes.
Generate reports summarizing tax-related data analysis and communicate findings 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 of other tax professionals.