CPA / Enrolled Agent

Jackson Hewitt - 2861•Santa Fe, NM

3d•$25 - $35

About The Position

We are seeking a detail-oriented and analytical CPA or Enrolled Agent to join the tax and finance team. The role supports the accuracy and integrity of tax-related data by collecting, organizing, and analyzing tax and financial information for tax preparation, compliance, reporting, and strategic decision-making. The position also oversees the production and tax preparation work of other tax professionals. The successful candidate gathers information from client forms, internal systems, financial statements, and third-party reports; analyzes data for trends, anomalies, and potential tax implications; supports tax compliance and return preparation; conducts audits and assurance engagements; and produces reports for internal stakeholders. The role also involves improving data-management processes and keeping them aligned with tax-regulation changes. The position is full-time, with an option to work seasonally through April and attend part-time meetings and strategy sessions during the off-season. Flexible schedule options are available.

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.
Ensure compliance with regulatory requirements and collaborate with tax professionals on local, state, and federal tax-law compliance.
Assist with and oversee the preparation of tax returns by providing 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 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 changes in tax regulations and adjust data processes accordingly.
Oversee the production and tax preparation work of other tax professionals.