Job Detail

Enrolled Agent

Enrolled Agent

Asset Preservation Tax & Retirement Services

Surprise, AZ

Job ID : 374f2f7156306c306b77567a2b394b3645413d3d

Job Description :

IMMEDIATE OPENING for an Experienced Enrolled Agent or CPA

You will be working in a fast growing Wealth Management firm, preparing individual and corporate tax returns and forecasting tax scenarios. If you are looking to be part of a fast-paced fun company with a lot of room for growth, we may be the place for you!

Candidate must have a minimum of 5 years experience in preparing Federal and state individual, estate, some business and partnership returns.

You must be knowledgeable in the latest legislation and regulations, be detail-oriented, comfortable with analyzing tax data, interviewing clients, auditing tax forms for completeness and accuracy and ensuring the highest standards of confidentiality and customer service.

Looking to fill a full time, year round and a seasonal (January to May 2022), permanent position with options for year round employment.

This is an in-person job. Working remote is not an option.

Responsibilities

  • Prepare individual, corporate and trust tax returns.
  • Interviewing clients
  • Friendly and pleasant demeanor
  • Liaise with Tax Accountants to track tax payments and returns
  • Establish accounting policies and procedures
  • Stay informed on industry developments and changes in regulations

Skills

  • Proven work experience as an Enrolled Agent or Certified Public Accountant
  • Thorough knowledge of accounting and financial procedures
  • Experience with Tax software, like Thomson Reuters Ultratax
  • Advanced MS Excel knowledge (familiarity with formulas, VLOOKUPs and pivot tables)
  • Excellent analytical skills with an attention to detail
  • Integrity, with an ability to handle confidential information
  • BS degree in Accounting or Finance and a CPA certification

Job Types: Full-time, Part-time

Pay: $1,200.00 - $2,000.00 per week

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus pay

Ability to commute/relocate:

  • Surprise, AZ 85378: Reliably commute or planning to relocate before starting work (Required)

Education:

  • Bachelor's (Required)

Experience:

  • Tax Experience: 5 years (Required)

License/Certification:

  • Enrolled Agent or CPA (Required)

Work Location: One location

Company Details :

Name : Asset Preservation Tax & Retirement Services

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Details

: Surprise, AZ

: 30 - 50 USD HOURLY

: Today

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