CPA / Enrolled Agent

Jackson Hewitt - 2861•Roanoke, TX

7d•$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 focuses on collecting, organizing, and analyzing tax and financial data to support tax preparation, compliance, reporting, and strategic decision-making. The position also oversees the production and tax preparation work of other tax professionals. The role includes gathering financial information from client forms, internal systems, financial statements, and third-party reports; assessing data for accuracy and tax implications; supporting tax compliance and return preparation; conducting audits and assurance engagements; generating reports; and improving tax data processes. The position may be full-time or seasonal through April, with part-time meetings and strategy work during the off-season.

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 local, state, and federal tax laws.
Assist with and oversee tax return preparation by providing accurate, well-organized data.
Collaborate with tax professionals on tax compliance.
Audit and review 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.