CPA / Enrolled Agent

Jackson Hewitt•Santa Fe, NM

About The Position

We are seeking a detail-oriented, 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 and compliance, reporting, and strategic decision-making. It also 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 client tax strategies and regulatory compliance; and reviewing tax data and returns for accuracy. The role also generates reports, communicates findings, improves tax data processes, and keeps processes current with changes in tax regulations. The posting describes full-time work or the option to work seasonally through April, with part-time off-season meetings and strategy. Compensation is $25.00–$35.00 per hour, with a competitive bonus program. Scheduling is flexible.

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.
Help ensure compliance with regulatory requirements and local, state, and federal tax laws.
Assist with and oversee the preparation of tax returns by providing accurate, 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 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.