CPA / Enrolled Agent

Jackson Hewitt Tax Service Inc.; Los Lunas (NM); On-site; USD 34,000 - 55,000; Full time

Benefits offered by this job

Hourly pay + competitive bonus program

Flexible Schedule Options

Heath & wellness benefits

401K and other perks

Corporate discount program

Free tax preparation training and PTIN

Free continuing tax education

Enrolled Agent materials and testing 1

Job summary

Jackson Hewitt Tax Service Inc. is seeking a detail-oriented CPA or Enrolled Agent to join our tax and finance team as a Data Analyst.

You will collect, organize, and analyze tax and financial data to support tax preparation, compliance, and strategic decision-making, while overseeing the production of data for other tax professionals. The role emphasizes data quality, process improvement, and collaboration with tax experts across the organization.

Qualifications

• Experience in data analysis, preferably in tax or finance.
• Proficiency in Excel and SQL.
• IRS PTIN required for role.
• Strong attention to detail and organizational skills.
• Excellent communication and collaboration abilities.

Responsibilities

• Data Collection and Compilation: Gather and compile financial data from client forms, internal systems, and reports.
• Data Analysis and Interpretation: Analyze financial data to identify trends and potential tax implications.
• Tax Compliance: Assist in tax return preparation and ensure data supports compliance.
• Quality Assurance: Conduct data audits and maintain data quality controls.
• Reporting: Produce reports summarizing tax data analysis for stakeholders.
• Process Improvement: Identify opportunities to improve tax data management processes.

Skills

Data analysis

Attention to detail

Communication

Collaboration

Time management

Willingness to serve people

Education

Bachelor's degree in Accounting/Finance

CPA or CMA (preferred)

Tools

Excel

SQL

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