Enrolled Agent
4 weeks ago
About the job Enrolled Agent
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.
-
Enrolled Agent
4 weeks ago
Phoenix, United States CPS Insurance Services Full timeJob DescriptionJob DescriptionWe 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...
-
Enrolled Agent
2 days ago
Phoenix, United States CPS Insurance Services Full timeWe 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 whos been maintaining the systems within the department for over 2 years. This role requires a deep understanding of tax regulations and EServices. Key...
-
Enrollment Coordinator, Remote AZ
4 weeks ago
Phoenix, United States NTT DATA Full timeLocation: Remote-AZ (Must be located in the state of Arizona) Monday-Friday 8-hour shifts (Flexible) Pay Rate: 27.25 per hour. Start Date: 8/26/2024 This is a CONTRACT Role only: Not a Direct Hire.NTT DATA Corporation is a top 10 global services company and part of the NTT Group, a Fortune 29 telecommunications and services company based in Japan. We...
-
Open Enrollment Specialist
1 month ago
Phoenix, United States USHAEALTH Full timeOpen Enrollment Specialist Youll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable benefits and business services. Our clients are looking for viable alternatives to their current benefit programs and as a result of current economic conditions, the demand for our products and...
-
Licensed Insurance Agent Producer
18 hours ago
Phoenix, Arizona, United States Advocate Health LLC. Full timeAbout Advocate Health LLC.Advocate Health LLC. is a leading health and wellbeing advisory company that provides innovative solutions for local agents to serve as trusted advisors within their community.We focus on preventative and value-added member services that promote a member's overall health and wellbeing, rather than just looking for the lowest premium...
-
Licensed Insurance Agent Producer
2 days ago
Phoenix, United States Advocate Health LLC. Full timeAdvocate Health LLC. is looking for money motivated LICENSED agents to help members in the nations fastest growing senior segment with Medicare products! Make your own hours! Reach your income goals and build your book of business!Exciting incentive structure with commission and residuals. We Contract you with major local carriers like United Healtchcare...
-
Insurance Sales Representative
4 weeks ago
Phoenix, United States Insight Global Full timePosition: Insurance Sales AgentLocation: Phoenix, AZ (85085)Duration: Contract (Until the end of 2024)Salary range: $25/hour ($37.50 OT pay)Must Haves:2+ years of experience being licensed to sell Life and Health insurance in location of residencyExperience going through open enrollment periodExperience working in a call center environmentDeep understanding...
-
Tech Account Manager
3 weeks ago
Phoenix, United States Black, Gould & Associates Full timeCompany DescriptionBlack, Gould & Associates, Inc. is a full-service general agency in Arizona, operating since 1980 and serving over 2,500 agents/agencies. With a focus on providing comprehensive back office services, we support agents and brokers in individual, small group, and large employer group markets. Role DescriptionThis is a full-time on-site role...
-
Benefit Technology Support Specialist
2 weeks ago
Phoenix, Arizona, United States Black, Gould & Associates Full timeCompany OverviewBlack, Gould & Associates, Inc. has been a prominent full-service general agency in Arizona since 1980, providing exceptional support to over 2,500 agents and agencies. Our mission is to deliver comprehensive back-office solutions that empower agents and brokers across individual, small group, and large employer group markets. Our dedicated...
-
Unlock Your Potential as a Real Estate Agent
4 days ago
Phoenix, Arizona, United States Griffin Agency Full timeAbout Griffin AgencyWe are a leading insurance technology and distribution platform that is revolutionizing the industry. Our innovative approach has enabled us to develop a paperless, data-driven underwriting process that allows us to issue policies in under one minute. As one of the top distributors of digital life insurance policies in the world, we have...
-
Tax Preparation Supervisor
7 days ago
Phoenix, Arizona, United States CPS Insurance Services, Inc Full timePosition Overview: As a key member of CPS Insurance Services, Inc, the Enrolled Agent will oversee the tax preparation division, ensuring the delivery of exceptional tax services. This role is crucial as it follows the successful establishment of the department by a previous CPA. You will be supported by a dedicated assistant who has maintained the...
-
Tax Preparation Supervisor
2 weeks ago
Phoenix, Arizona, United States CPS Insurance Services, Inc Full timePosition Overview:We are looking for a knowledgeable and proficient Enrolled Agent to oversee our tax preparation division at CPS Insurance Services, Inc. This role involves taking charge of a well-established department previously managed by a CPA. You will be supported by an assistant who has been integral to the department's operations for over two years....
-
Tax Preparation Manager
2 weeks ago
Phoenix, Arizona, United States CPS Insurance Services, Inc Full timePosition Overview:CPS Insurance Services, Inc. is looking for a proficient and knowledgeable Enrolled Agent to oversee our tax preparation division. This role is essential as you will be taking over from a CPA who has established the department successfully. You will be supported by an assistant who has been integral to maintaining the operational systems...
-
Medicare Sales Representative
2 days ago
Phoenix, Arizona, United States Medicare Savvy Full timeJob OverviewWe are seeking a highly motivated and results-driven Medicare Sales Agent to join our dynamic team at Medicare Savvy. This role is perfect for individuals who excel at sales and are looking to boost their career with substantial earning potential, including a base rate plus commission. This is a year-round position that involves fielding inbound...
-
Inbound Customer Service Representative
4 weeks ago
Phoenix, United States Cognizant Full timeInbound Customer Service Representative (remote) This is a remote position open to any qualified applicant in the United States Overview: Our Cognizant leadership team, working with our client, is currently seeking individuals to perform the following duties and work as part of our established Inbound Customer Service team. The full-time position is...
-
Inbound Customer Service Representative
3 weeks ago
Phoenix, United States Cognizant Full timeCognizant (Nasdaq – 100:CTSH) is one of the world’s leading professional services companies, transforming clients’ business, operating and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build and run more innovative and efficient businesses. Headquartered in the U.S., Cognizant is ranked...
-
Senior Tax Accountant
2 days ago
Phoenix, United States James David Staffing Full timeWe are looking for a Tax professional that is ready to join a fastgrowing company. This company offers growth potential both in skills and in promotional opportunity. They are flexible and full of great people to work with where culture is key. This is an environment where you and your work are truly valued and balance is important while turnover is not the...
-
Sales Development Program
3 days ago
Phoenix, United States UnitedHealthcare Full time**$2,000 sign on bonus for external candidates plus an additional $1,000 if candidates have their licensure at time of offer. Guaranteed base pay + monthly sales incentive earning potential.** **Training fully onsite with a hybrid schedule after the completion of training!** At UnitedHealthcare, we’re simplifying the health care experience, creating...
-
Tax Specialist
5 days ago
Phoenix, Arizona, United States Jobot Full timeAbout the RoleWe are seeking a seasoned Tax Accountant to join our team at Jobot. As a Tax Accountant, you will be responsible for providing strategic tax planning and preparation services to our high net worth clients.Key ResponsibilitiesPreparing and reviewing complex tax returns for high net worth individuals, trusts, and estates.Providing comprehensive...
-
Licensing Customer Service Agent
7 days ago
Phoenix, Arizona, United States Arizona Official Website of State of Arizona Full timeJob Overview: The Arizona Department of Agriculture is seeking two dedicated individuals to become part of our licensing division as Customer Service Representatives II. These roles are essential in facilitating customer interactions related to various licensing and permit programs governed by the Department. The selected candidates will be required to...