Enrolled Agent Job at CPS Insurance Services, Phoenix, AZ

U1hLM0xwOGRNbVpmS3VGTGpYNVdodCszOVE9PQ==
  • CPS Insurance Services
  • Phoenix, AZ

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

Fort Collins Kia

Sales Specialist Job at Fort Collins Kia

Sales SpecialistFort Collins, COFort Collins Kia needs your help! Automotive...  ...car salesman, salesperson, real estate, pharmaceuticals, restaurant, servers, bartenders, client...  ..., hospitality, hotel, retail, entry level, telemarketing, e-commerce, internet... 

Gartner, Inc.

Managing Partner, IT Strategy Consulting, State and Local Government Job at Gartner, Inc.

 ...industry-leading IT Research. From CIOs, to leaders in business and government, we help Gartner clients across enterprises translate insights...  ...or analyst preferred Experience working with state and local government clients Experience working with multiple IT solutions... 

Bunker Hill Community College

Adjunct Faculty: Social Work-Behavioral Sciences Department - Bunker Hill Community College | Bunker Hill Community College Job at Bunker Hill Community College

 ...Posted On: Fri Jul 12 2024 Job Description: Teach Social Work courses in the Behavioral Sciences Department under the...  ...communities). Proven ability to work with a diverse faculty, staff and student population. Community college teaching experience preferred.... 

Malone Healthcare

Radiation Therapist Job at Malone Healthcare

Job ID: 623597At Malone Healthcare, our greatest passion lies in facilitating meaningful connections between healthcare professionals and healthcare facilities, leading to remarkable achievements. Presently, we are actively recruiting nationwide for a range of positions...

MyKelly

Customer Care Specialist Wanted Job at MyKelly

 ...periodically work overtimeHybrid schedule after training is completed. Monday - Friday 7am-8am start time Irvine, Ca. $20 an hour Temp - to - Hire For more information please call me, Adriana, at (***) ***-**** or email me at ****@*****.***9460585