Enrolled Agent Job at CPS Insurance Services, Phoenix, AZ

THJTMENoa0ZPRjh2cjQ4eXhHemxMSFpnaEE9PQ==
  • CPS Insurance Services
  • Phoenix, AZ

Job Description

Job Description

Job Description

We are seeking a highly skilled and experienced Enrolled Agent to lead our tax preparation department. You will be replacing a CPA who has already built the department. You will have an assistant who's been maintaining the systems within the department for over 2 years. This role requires a deep understanding of tax regulations and E-Services.

Key Responsibilities:

Lead and manage the tax preparation team to ensure high-quality tax services.

Review and prepare individual and business tax returns.

Provide tax planning and advisory services to clients to optimize their financial situations.

State and Federal Audits

Ensure compliance with all federal, state, and local tax regulations.

Collaborate with other departments to streamline processes and enhance client satisfaction.

Handle and resolve client inquiries and tax-related issues with professionalism and efficiency.

Maintain records and data within CRM

Meet with department heads regularly to ensure alignment

Qualifications:

Active Enrolled Agent status with extensive experience in tax preparation.

Active PTIN

Proven leadership skills and experience managing a tax team.

Strong understanding of tax code and ability to interpret complex tax situations.

Excellent analytical, organizational, and communication skills.

Proficiency in tax software and Microsoft Office Suite.

Bilingual/Fluent Spanish (REQUIRED)

No phone calls or third parties. Candidates must be United States citizens or legal permanent residents. Proof of legal residence and work authorization in the United States is required.

Job Tags

Permanent employment, Local area,

Similar Jobs

Efficus, Inc.

Weld & Forming Process Engineer Job at Efficus, Inc.

Join us for this great opportunity! Apply now! Title: Weld & Forming Process Engineer Location: Ripon, WI 54971 Type : Permanent Position Summary: As a Weld and Forming Process Engineer , you will be responsible for engineering matters related to... 

Pacific Rail Services

Train Conductor Job at Pacific Rail Services

 ...PRS Auto is hiring immediately for a Railroad Conductor with NO EXPERIENCE REQUIRED to join our team working at the Norfolk Southern Walkertown, NC Terminal! This will be on the job training as we'll teach you everything you need to know in order to be successful on the... 

WHSmith North America

Customer Service Associate Electronics Job at WHSmith North America

 ...Service Associate Electronics Location Salt Lake City, UT (Salt Lake City International Airport area) : Calling all electronics fanatics and audiophiles in the retail world ! Want to be part of a FANTASTIC , fast paced team? Do you love talking all about brands like... 

Heritage-Crystal Clean, LLC

Branch Automotive Sales Manager Job at Heritage-Crystal Clean, LLC

 ...Purpose: The Branch Automotive Sales Manager (BSM) will be responsible for applying sales strategies in an effort to grow HCCs business at new and existing customer sites with an emphasis on the automotive sector. The BASM will work to sell HCCs Waste Oil Program... 

Veterinary Referral Center of Central Oregon Inc

Fundraising Coordinator Job at Veterinary Referral Center of Central Oregon Inc

 ...Certified (-company/7041336). Come see the difference for yourself and be a part of our team. Requirements: Job Summary: The Fundraising Coordinator for the hospitals 501(c)(3) charitable fund will lead efforts to grow the donor base, securing major gifts and...