CPA / Enrolled Agent

Jackson Hewitt•Belen, NM

About The Position

Jackson Hewitt is seeking a detail-oriented and analytical CPA or Enrolled Agent to join its tax and finance team. The role supports the accuracy and integrity of tax-related data by collecting, organizing, and analyzing financial information for tax preparation, compliance, reporting, and strategic decision-making. The position also provides oversight of tax preparation work performed by other tax professionals. The role includes gathering financial information from client forms, internal systems, financial statements, and third-party reports; identifying trends, anomalies, and potential tax implications; developing tax strategies; supporting compliance with applicable tax requirements; and assisting with the preparation and review of tax returns. The employee will also perform audits and assurance engagements, maintain data quality controls, communicate analysis to internal stakeholders, and improve tax data processes as regulations change. The posting describes a full-time option or an option to work seasonally through April, with part-time meetings and strategy work during the off-season. Hourly compensation is $25.00–$35.00, with a competitive bonus program. Flexible scheduling is available.

Requirements

Obtain an IRS PTIN.
Pass a background check.
Demonstrated 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.
Assist with and oversee the preparation of tax returns by providing accurate, well-organized data.
Collaborate with tax professionals to support compliance with local, state, and federal tax laws.
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 changes in tax regulations and adjust data processes accordingly.