CPA / Enrolled Agent

Jackson Hewitt•Trinidad, CO

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 ensuring the accuracy and integrity of tax-related data. It involves collecting, organizing, and analyzing tax and financial information to support tax preparation and compliance, reporting, and strategic decision-making, as well as overseeing the production and tax preparation work of other tax professionals. The position may be full-time, or candidates may choose a seasonal arrangement through April with part-time meetings and strategy work during the off-season. Compensation is $25.00–$35.00 per hour, plus a competitive bonus program.

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, ensuring completeness and accuracy.
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 tax return preparation by providing accurate, well-organized data and collaborating with tax professionals.
Perform 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 process improvements in tax data management.
Stay informed about changes in tax regulations and adjust data processes accordingly.