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Tax Preparer - Enrolled Agents or CPA (Remote Work)

Company: EPL Financial Services
Location: Mesa
Posted on: November 26, 2022

Job Description:

EPL Tax Group is a fully integrated Financial Services firm based in Mesa AZ, who are always looking to better ourselves and our job practices to provide ease of access and and overall peace of mind to our clients in an otherwise complex and stressful industry.
We are looking for an Enrolled Agent or CPA, with licenses in good standing, employed as an Independent Contractor, who is eager and willing to learn our systems and utilize our CRM and Tax Software to expedite and easily facilitate tax preparation in a timely and orderly manner.
Responsibilities

  • Preparation of tax returns utilizing clients supporting documentation and previous years tax returns to complete said returns
  • Administrative Duties are already handled, we only need you to serve as a liaison between clients and communications managers on our team, being able to assist in answering clients questions/concerns.Qualifications
    • Licensed as an Enrolled Agent (EA) or Certified Public Accountant (CPA), with licenses in good standing
    • Knowledge of the latest and best tax benefits for clients
    • Experience handling both basic and advanced levels of tax service, Business and Personal tax returns, and has in-depth knowledge of the tax code, state tax laws, and federal tax laws
    • Knowledge or Ability & Desire to learn our processes and familiarize with our CRM/task management software (ClickUp) and Tax Software (ProConnect)
    • Competent computer setup and computer literacy skills (running Windows 10 or better, high speed internet access)
    • Personable and a good sense of humor is always welcome around us

Keywords: EPL Financial Services, Mesa , Tax Preparer - Enrolled Agents or CPA (Remote Work), Accounting, Auditing , Mesa, Arizona

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