What are the responsibilities and job description for the CPA / Enrolled Agent position at Karen S. Freeman, CPA?
The CPA / Enrolled Agent completes data entry and/or review of personal and business tax returns and related financial/tax data, while recommending additional tax planning strategies for such clients.
Job Duties:
- Individual 1040 Federal / State Tax Preparation
- Business 1065, 1120S, 1120C, Federal / State Tax Preparation
- Payroll Tax: Quarterly 941, 940, and TWC Preparation
- Payroll Form: W-2, 1099, 1096 Preparation
- Franchise Tax Preparation
- QuickBooks Data Entry & Review
- Year End Tax Planning: Retirement Plans, Year-End Purchases, Bonus Strategies, etc.
- IRS Notice Correspondence and Follow Up.
Preferred Skills:
- QuickBooks Desktop & Online
- Microsoft Office Suite: Excel, Word, PowerPoint, Outlook
- Tax Software: ProSeries (Preferred), La Certe, UltraTax, or Drake
- Adobe Acrobat Suite
- AICPA, FASB, and PCAOB Guideline and Literature Understanding
- Professional & educational Background in Accounting
- CPA or Enrolled Agent Licensing
Job Benefits:
- Competitive Salary (Terms Discussed During Interview)
- Simple IRA Retirement Plan Participation (3 Year Eligibility Period)
- Paid Holidays (10 each Year)
- Flex Time / Straight Time Hourly Pay Work Schedule
- Work From Home Days / Week (Partial In-Office / Partial Work from Home)
- Performance Bonuses
- Paid Time Off / Vacation
- Corporate Discounts: Hotels, Resorts, Flights, Cars, Trips, Meals and Entertainment through Working Advantage
Additional Notes:
- Fingerprint Background Check and References Check Required for Hiring (per Finra)
- Minimum 2 Years of Related Work Experience
- Mandatory Overtime During Tax Season - Saturdays from February 1st through April 15th (approx. 44 additional hours)
- Wage is $60,000 - $85,000 bonus (negotiable / based on experience)
Job Type: Full-time
Pay: $65,000.00 - $85,000.00 per year
Benefits:
- Cell phone reimbursement
- Dental insurance
- Disability insurance
- Employee discount
- Flexible schedule
- Gym membership
- Health insurance
- Internet reimbursement
- License reimbursement
- Life insurance
- Mileage reimbursement
- On-the-job training
- Paid sick time
- Paid time off
- Pet insurance
- Professional development assistance
- Retirement plan
- Vision insurance
- Work from home
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- Tax experience: 3 years (Required)
Work Location: In person
Salary : $65,000 - $85,000