Tax Leader

4 weeks ago


Phoenix, Arizona, United States CPS Insurance Services Full time
Lead Tax Preparation Team

We are seeking a highly skilled and experienced Enrolled Agent to lead our tax preparation department. This role requires a deep understanding of tax regulations and EServices.

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.
Remote Work:

No


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