CPA/Enrolled Agent
Listed on 2025-12-08
-
Finance & Banking
Tax Accountant, Accounting & Finance
Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Employee discounts
- Flexible schedule
- Opportunity for advancement
- Training & development
- Wellness resources
Job Summary:
We are seeking a detail-oriented and analytical CPA or Enrolled Agent (including lapsed or semi-retired) 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. Responsibilities include collecting, organizing, and analyzing tax and financial data to support tax preparation, compliance, reporting, and strategic decision-making, as well as overseeing the production and tax preparation of other tax professionals.
Experience with forms 1120, 1120S, 1065, and preferably some experience with 1041 and 990 is required.
Key Responsibilities:
- 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.
- Conduct thorough analysis of financial data to identify trends, anomalies, and potential tax implications.
- Develop tax strategies to optimize financial outcomes for clients.
- Ensure compliance with regulatory requirements.
- Assist in the preparation of tax returns by providing accurate and organized data.
- Collaborate with tax professionals to ensure adherence to local, state, and federal tax laws.
- Perform regular audits and reviews of tax data to maintain accuracy and integrity.
- Implement data quality controls to minimize errors.
- Conduct audit and assurance engagements.
- Identify areas for improvement in internal controls and financial processes.
- Generate reports summarizing tax data analysis for internal stakeholders.
- Communicate findings clearly and effectively.
- Identify opportunities to enhance tax data management processes.
- Stay informed about tax regulation changes and update procedures accordingly.
Qualifications:
- Obtain IRS PTIN.
- Pass background check.
- Proven experience in data analysis, preferably in tax or finance roles.
- Proficiency in Microsoft Office and learning new software (e.g., Excel, SQL).
- Excellent attention to detail and organizational skills.
- Strong communication and collaboration abilities.
- Ability to meet tight deadlines and manage multiple tasks.
- Willingness to serve clients.
Preferred Qualifications:
- CPA or CMA certification preferred.
- Experience with tax software and ERP systems.
- Bachelor's degree in Accounting, Finance, or related field.
If you are motivated and passionate about data analysis, we encourage you to apply. Join our team and contribute to our finance department's success.
This position can be full-time or seasonal through April, with part-time off-season meetings and strategy sessions.
Perks:
- Hourly pay plus a competitive bonus program
- Flexible scheduling options
- Health & wellness benefits
- 401K and additional perks
- Corporate discount program
- Free tax preparation training and PTIN registration
- Free continuing tax education
- Reimbursement for Enrolled Agent materials and testing
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).