CPA / Enrolled Agent

Jackson Hewitt - 2861•Highland Village, TX

7d•$25 - $35

About The Position

We are seeking a detail-oriented and analytical CPA or Enrolled Agent to join our 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 involves gathering financial information from client forms, internal systems, financial statements, and third-party reports; analyzing data for trends, anomalies, and tax implications; supporting tax compliance and return preparation; conducting quality reviews and audit and assurance engagements; generating reports; and improving tax data processes. The role also requires staying informed about tax regulation changes and adjusting data processes accordingly. 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. Compensation is hourly with a competitive bonus program. The posting also describes flexible scheduling, wellness benefits, retirement benefits, training, continuing education, and reimbursement for Enrolled Agent materials and testing.

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.
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 for internal stakeholders.
Communicate findings and insights clearly.
Identify and implement process improvements in tax data management.
Stay informed about changes in tax regulations and adjust data processes accordingly.