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 (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:

1.

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.
2.

Data Analysis and Interpretation:
+ Conduct thorough analysis of financial data to identify trends, anomalies, and potential tax implications.
3.

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.
4.

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
5.

Reporting:
+ Generate comprehensive reports summarizing tax-related data analysis for internal stakeholders.
+ Communicate findings and insights in a clear and understandable manner.
6.

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 task...