CPA / Enrolled Agent

Jackson Hewitt; Los Lunas (NM); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Hourly pay + bonus program

Flexible Schedule Options

Wellness benefits

401K and matching

Corporate discount program

Free tax prep training and PTIN

Free continuing tax education

Job summary

Jackson Hewitt is seeking a detail-oriented Data Analyst to join our tax and finance team. You will collect, organize, and analyze tax and financial data to support tax preparation, compliance, reporting, and strategic decision-making, while overseeing data quality across teams.

The role emphasizes accuracy, collaboration with tax professionals, and ongoing process improvements to enhance data integrity and efficiency. Full-time position with flexibility for seasonal scheduling.

Qualifications

• Proven experience in data analysis, preferably in a tax or finance-related role.
• Proficiency in Microsoft tools and learning new software (Excel, SQL).
• Excellent attention to detail and organizational skills.
• Strong communication and collaboration skills.
• Ability to work under tight deadlines and manage multiple tasks.
• Willingness to serve people.

Responsibilities

• Data collection and compilation from client forms, internal systems, financial statements, and reports.
• Data analysis and interpretation to identify trends, anomalies, and implications.
• Assist and oversee tax return preparation with accurate and well-organized data.
• Quality assurance via audits and data quality controls to minimize errors.
• Generate comprehensive reports for internal stakeholders and communicate findings.
• Identify opportunities for process improvements in tax data management.

Skills

Data analysis

Attention to detail

Communication

Deadline management

Team collaboration

Willingness to serve people

Education

Bachelor's degree in Accounting or Finance

CPA or CMA preferred

Tools

Excel

SQL

ERP systems

Tax software

Job description

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