CPA / Enrolled Agent

About the role

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.

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

Benefits

• Responsive recruiter
• Opportunity for advancement
• Training & development
• Wellness resources
• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Employee discounts
• Flexible schedule
• Hourly pay + competitive bonus program
• Health & wellness benefits
• Corporate discount program
• Free tax preparation training and PTIN registration
• Free continuing tax education
• Enrolled Agent materials and testing reimbursement

Pay

$25.00 – $35.00 per hour

Schedule

Full time or option to choose seasonally through April with part-time off-season meetings and strategy

About the company

Jackson Hewitt is an innovator with nearly 6,000 locations, and we're on a mission to change the face of the tax industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more. With nearly 6,000 locations to choose from, there's likely a Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various rewards too.