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

OneSource Staffing Solutions

Bank Tellers Job at OneSource Staffing Solutions

 ...Job Description Job Description Have you always wanted to work in a Bank and work with money? Do you have previous cash handling experience? OneSourceStaffing can put you in a role directly with a Company! It is simple to apply and we do all the work! Apply today... 

Medical City Dallas

Registered Nurse MedSurg Ortho Job at Medical City Dallas

 ...is committed to investing in the latest technology enabling nurses to work more efficiently. Are you passionate about delivering patient...  ...total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include:... 

HallKeen Assisted Living Communities LLC

AL Caregiver Evenings Offering $2,500. Sign On Bonus! Job at HallKeen Assisted Living Communities LLC

 ...Job Title: Caregiver for Assisted Living Community LNA Not Required $2,500. Sign On Bonus! Location: Forestview Manor Assisted Living 153 Parade Road, Meredith, NH 03253 Hours: Full Time Evenings Job Description: $2,500. Sign On Bonus! Full Time Evening... 

Integrated Practice Management LLC

SCHOOL BASED INTERVENTION MEDIATOR Job at Integrated Practice Management LLC

 ...Job Description Job Description Description: As a School-Based Intervention Mediator, you will play a vital role in fostering a safe and supportive learning environment by addressing conflicts and promoting restorative justice practices within the school community... 

Willcare

Registered Nurse PRN Hours Job at Willcare

 ...We are hiring a Registered Nurse to work 1:1 with our patients and aides in client homes in the Olean, NY area. We have a variety of hours available and offer benefits, flexible schedules, and weekly pay. $1000 loyalty bonus and referral bonus available!Pay: $35-...