CPA / Enrolled Agent

Jackson Hewitt Tax Service Inc.; Santa Fe (NM); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Flexible schedule

Training & development

Wellness resources

Company parties

Employee discounts

Free tax preparation training and PTIN

Free continuing tax education

Enrolled Agent materials and testing 1

Job summary

Jackson Hewitt Tax Service Inc. seeks a detail-oriented CPA or Enrolled Agent to join our tax and finance team in Santa Fe, NM. The Data Analyst will collect and analyze tax data, ensure accuracy, and support tax preparation while overseeing other professionals.

The role emphasizes data quality, regulatory compliance, and collaboration with tax professionals to optimize outcomes and reporting. A PTIN and background check are required, with strong Excel/SQL skills and a focus on process

Qualifications

• IRS PTIN required to work on tax data.
• Background check is required.
• Proven experience in data analysis in tax or finance.
• Proficiency with Microsoft tools and ability to learn new software.
• Excellent attention to detail and organizational skills.
• Strong communication and collaboration abilities.

Responsibilities

• Collect, organize, and analyze tax and financial data for preparation and compliance.
• Oversight of data quality and accuracy across tax processes.
• Support tax professionals with preparation of returns and regulatory compliance.
• Generate reports and present findings to internal stakeholders.
• Identify process improvements in tax data management.
• Monitor changes in tax regulations and adjust processes accordingly.

Skills

Data analysis

Attention to detail

Communication

Collaboration

Time management

Willingness to serve people

Education

Bachelor's degree in Accounting or Finance

CPA or CMA preferred

Tools

Excel

SQL

Microsoft Office

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