CPA / Enrolled Agent
About The Position
We are seeking a detail-oriented and analytical CPA or Enrolled Agent to join the tax and finance team. The role collects, organizes, and analyzes tax and financial data to support tax preparation, compliance, reporting, and strategic decision-making, and oversees the production and tax preparation work of other tax professionals. The position also develops tax strategies for clients, supports compliance with local, state, and federal tax laws, conducts quality reviews and audit and assurance engagements, prepares reports for internal stakeholders, and improves tax data processes. The posting offers full-time work or the option to work seasonally 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 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 compliance.
- Assist with and oversee tax-return preparation by providing accurate, 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 clearly to internal stakeholders.
- Identify and implement improvements to tax data management processes.
- Stay informed about tax regulation changes and adjust data processes accordingly.
- Oversee the production and tax preparation work of other tax professionals.
Benefits
- Opportunity for advancement.
- Training and development.
- Wellness resources and health and wellness benefits.
- 401(k) and 401(k) matching.
- Performance-based bonus program.
- Company parties.
- Employee discounts and corporate discount program.
- Flexible schedule options.
- Free tax preparation training and PTIN registration.
- Free continuing tax education.
- Enrolled Agent materials and testing reimbursement.
- Hourly pay.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
