CPA/Enrolled Agent
Listed on 2025-12-01
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Finance & Banking
Accounting & Finance, Tax Accountant, Financial Analyst, Financial Reporting
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 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:
- 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 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.
- 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.
- Generate comprehensive reports summarizing tax-related data analysis for internal stakeholders.
- Communicate findings and insights in a clear and understandable manner.
- 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 check.
- Proven 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.
If you are a highly motivated individual with a passion for data analysis, we encourage you to apply for this rewarding position. Join our team and contribute to the success of our finance department.
Work Schedule:
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.
- Health & 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.
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