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.
• 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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