1,024 Enrolled Agent jobs in the United States
Cpa - Enrolled Agent
Posted 8 days ago
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Job Description
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Dahl Law Group is a boutique law firm providing elite-level Tax Strategy, Asset Protection, Business Law, and Estate Planning services to business owners and real estate investors. Clients are smart, growth-minded, and rely on us not just to stay compliant, but to lead them to proactive, tax-saving solutions that build long-term wealth.
Were now expanding our Tax Preparation & Filing services and looking for a licensed CPA or Enrolled Agent to join our team and help build out this new offering from the ground up.
What Makes This Role Unique
- No brutal tax seasons. We take on a limited number of clients and meet with them throughout the year. No 200-return hamster wheel here.
- Youll co-create the tax practice. Youll collaborate on choosing the software stack, build workflows, and grow the team with us.
- Equity opportunity. For the right operational-minded candidate, this could include earning ownership in the tax preparation, filing, and strategy business operation.
- Appealing for a CPA or EA with a small book of business whos tired of going it alone, and is ready to plug into something bigger.
- Long-term vision. There is much more to share about where this enterprise is headed for the right candidate with the mindset and drive to grow with us.
- Learn from a Tax Attorney with an LLM and CTC designation. We dont just prepare returns we implement real tax strategies (like cost segregation, entity stacking, and 280A planning) that others only talk about.
- Private office & flexible schedule. Youll work hybrid/in-person in our Sacramento office, with autonomy and admin support.
$90,000 $20,000 base salary + bonus + long-term equity opportunity
Responsibilities
- Preparing & reviewing ~2030 returns for high-level clients
- Participating in quarterly Tax Strategy meetings with the Principal Attorney and clients (not just April rush)
- Conducting tax law research with review and approval from Principal Attorney when needed
- Helping choose and implement tax prep software
- Collaborating to build internal AI and automation workflows
- Laying the groundwork for a team you may eventually lead
- Admin support provided by the firm
- Opportunity to hire paraprofessional help as department grows
- Marketing is already handled we have a consistent, overwhelming demand for services so no business development is required
- A licensed CPA or EA in good standing (no disciplinary history)
- A client educator you enjoy explaining tax returns and strategies in plain English
- Venture creator who is hungry excited to build something operationally, not just punch a clock
- A systems thinker you like efficiency and want to help create workflows that scale
- Comfortable with 1040, 1120, 1120S, and 1065 returns for clients with 250K 5M in revenue (added plus if you're familiar with 1041 returns for probate/trust administration cases)
- Tech-forward - youre excited by the use of AI tools (we already use AI for tax research and plan to expand into AI-driven tax prep workflows)
Why join us?
Our culture is built on the pillars of collaboration, respect, and continual growth. Join us at Dahl Law Group and become part of something bigger a community dedicated to excellence, growth, and making a positive impact on clients' lives and the community. Together, we'll shape the future of advisory practice and redefine what it means to be a trusted advisor in today's ever-evolving business landscape.
Benefits We Offer
- Work-life balance
- Health, vision, and dental insurance
- 401(k) company matching
- 13 paid holidays
- Sick leave
- Vacation pay
- Seniority level Entry level
- Employment type Full-time
- Job function Accounting/Auditing and Finance
- Industries Technology, Information and Internet
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#J-18808-LjbffrCPA / Enrolled Agent
Posted 22 days ago
Job Viewed
Job Description
- 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 (ok is 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. The candidate 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. Experience in the following forms a must: 1120, 1120S, 1065, preferably with some experience in 1041 and 990 also.
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.
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
CPA / Enrolled Agent
Posted 23 days ago
Job Viewed
Job Description
- 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.
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
CPA / Enrolled Agent
Posted 23 days ago
Job Viewed
Job Description
- 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.
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
CPA / Enrolled Agent
Posted 23 days ago
Job Viewed
Job Description
- 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.
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
CPA / Enrolled Agent
Posted 23 days ago
Job Viewed
Job Description
- 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.
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
CPA / Enrolled Agent
Posted 23 days ago
Job Viewed
Job Description
- 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.
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
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CPA / Enrolled Agent
Posted 23 days ago
Job Viewed
Job Description
- 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.
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
CPA / Enrolled Agent
Posted 23 days ago
Job Viewed
Job Description
- 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.
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
CPA / Enrolled Agent
Posted 23 days ago
Job Viewed
Job Description
- 401(k)
- 401(k) matching
- Company parties
- Employee discounts
- Flexible schedule
- Opportunity for advancement
- Training & development
- Wellness resources
- Bonus based on performance
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.
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