CPA / Enrolled Agent

Jackson Hewitt Tax Service Inc.; La Junta (CO); Sur place; USD 34 000 - 55 000; Plein temps

Avantages offerts par ce poste

Hourly pay + competitive bonus program

Flexible Schedule Options

Health & wellness benefits

401K and other perks

Corporate discount program

Free tax preparation training and PTIN

Free continuing tax education

Enrolled Agent materials and testing

Résumé du poste

Jackson Hewitt Tax Service Inc. is seeking a detail-oriented Data Analyst to join the tax and finance team. You will collect, organize, and analyze tax data to support preparation, compliance, reporting, and decision-making, while overseeing data for other tax professionals.

The role emphasizes accuracy, regulatory awareness, and collaboration with tax professionals to ensure local, state, and federal compliance. This position may offer flexible scheduling options and advancement opportunities.

Qualifications

• IRS PTIN required.
• Background check required.
• Proficiency with Microsoft tools; willingness to learn SQL.
• Excellent attention to detail and organizational skills.
• Strong communication and collaboration abilities.
• Ability to work under tight deadlines and manage multiple tasks.
• Willingness to serve people.

Responsabilités

• Data collection and compilation from client forms, internal systems, and reports.
• Perform data analysis to identify trends, anomalies, and tax implications.
• Assist with tax compliance and oversee data provision for tax returns.
• Conduct regular audits and maintain data quality controls; support audit engagements.
• Generate reports summarizing tax data for internal stakeholders.
• Identify and implement process improvements in tax data management.

Connaissances

Data analysis

Attention to detail

Communication skills

Teamwork

Problem solving

Formation

Bachelor's degree in Accounting, Finance, or related field

Outils

Excel

SQL

ERP systems

Description du poste

Benefits

• Opportunity for advancement
• Training & development
• Wellness resources
• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Employee discounts
• Flexible schedule

Job Summary

We are seeking a detail-oriented and analytical CPA or Enrolled Agent to join our dynamic tax and finance team. The successful candidate will play a crucial role in ensuring the accuracy and integrity of our tax-related data. The Data Analyst will be responsible for collecting, organizing, and analyzing tax and financial data to support tax preparation and compliance, reporting, and strategic decision-making as well as oversee the production and tax preparation of other tax professionals.

Key Responsibilities

1. Data Collection and Compilation:
   • Gather and compile relevant financial data from various sources, including client forms, internal systems, financial statements, and third-party reports.
   • Ensure the completeness and accuracy of tax-related information.
2. Data Analysis and Interpretation:
   • Conduct thorough analysis of financial data to identify trends, anomalies, and potential tax implications.
3. Tax Compliance:
   • Develop tax strategies for clients to optimize financial outcomes
   • Ensure compliance with regulatory requirements
   • Assist and provide oversight in the preparation of tax returns by providing accurate and well-organized data
   • Collaborate with tax professionals to ensure compliance with local, state, and federal tax laws.
4. Quality Assurance:
   • Perform regular audits and reviews of tax data to maintain data accuracy and integrity.
   • Implement and maintain data quality controls to minimize errors and discrepancies.
   • Conduct audit and assurance engagements
   • Identify areas of improvement for internal controls and financial processes
5. Reporting:
   • Generate comprehensive reports summarizing tax-related data analysis for internal stakeholders.
   • Communicate findings and insights in a clear and understandable manner.
6. Process Improvement:
   • Identify opportunities for process improvement in tax data management and implement efficient solutions.
   • Stay informed about changes in tax regulations and adjust data processes accordingly.

Qualifications

• Obtain IRS PTIN
• Pass Background checkProven experience in data analysis, preferably in a tax or finance-related role.
• Proficiency in Microsoft tools and learning new software (e.g., Excel, 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

Preferred Qualifications

• Professional certification such as CPA or CMA.
• Familiarity with tax software and ERP systems.
• Bachelor's degree in Accounting, Finance, or a related field.

Full time or option to choose seasonally through April with part time off season meetings and strategy

Perks

• Hourly pay + competitive bonus program
• Flexible Schedule Options
• Heath & wellness benefits
• 401K and other perks
• Corporate discount program
• Free tax preparation training and PTIN registration
• Free continuing tax education
• Enrolled Agent materials and testing reimbursement