CPA Enrolled Agent

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 :

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.

Data Analysis and Interpretation :

Conduct thorough analysis of financial data to identify trends, anomalies, and potential tax implications.

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.

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

Reporting :

Generate comprehensive reports summarizing tax-related data analysis for internal stakeholders.

Communicate findings and insights in a clear and understandable manner.

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 check

Minimum of 2 years professional experience preparing individual income tax returns in a tax office setting.

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.

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

PTIN Certification : Yes

By submitting this form, I hereby acknowledge that most Jackson Hewitt locations are operated by independent franchisees and not Jackson Hewitt or its affiliates. I further acknowledge that franchisees are independent employers and separate companies and employers from Jackson Hewitt Inc., and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. Jackson Hewitt Inc. will have no obligation or right to control any franchise employment issue relating to employees of a Jackson Hewitt franchisee. By applying for a job at a franchise-operated location, I understand that the information I provide will be forwarded to the franchisee in order for that organization to reach out to me and process and evaluate my application. I acknowledge that Jackson Hewitt will not receive a copy of my employment application and will have no involvement in any employment decisions regarding me, including whether I receive an interview or whether I am hired to work for the franchisee. I understand that I need to contact the relevant franchisee for information about its privacy practices. Any communications opt-out that I submit in any franchisee’s job application process is specific to that franchisee and will not be communicated to any other entity.