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 focuses on collecting, organizing, and analyzing tax and financial data to support tax preparation, compliance, reporting, and strategic decision-making. It 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; evaluating data for trends, anomalies, and tax implications; supporting tax strategy and compliance; and reviewing tax data and returns for accuracy. The position also produces reports, communicates findings, improves data-management processes, and stays current with changes in tax regulations. The position is described as full time, with an option to work seasonally through April and attend part-time meetings and strategy sessions during the off-season. Flexible scheduling is offered. Compensation includes hourly pay and a competitive bonus program. The posting also mentions training, wellness benefits, retirement benefits, discounts, continuing tax 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.
- 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 for internal stakeholders.
- Communicate findings and insights clearly.
- Identify and implement process improvements in tax data management.
- 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 and corporate discounts.
- Flexible schedule options.
- Free tax preparation training and PTIN registration.
- Free continuing tax education.
- Reimbursement for Enrolled Agent materials and testing.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
