Enrolled Agent Job at Strategic Wealth Planning, Richardson, TX

N2o3U0VRemhNUGtnNkJsMnhuOEswc0hwZmc9PQ==
  • Strategic Wealth Planning
  • Richardson, TX

Job Description

Job Description

Job Description

We are looking for an Enrolled Agent to join our team! You will be responsible for preparing and analyzing financial records for our company.

Responsibilities:

  • Prepare and file taxes for firm clients
  • Prepare and examine accounting records, financial statements, taxes, and other financial reports
  • Develop and analyze reporting for business operations and budgets
  • Perform audits, ensuring adherence to standard requirements
  • Create new processes to improve financial efficiency
  • Report analysis and findings to management team

Qualifications:

  • Three years experience preparing and filing income tax returns.
  • Knowledge of GAAP
  • Experience with current computer accounting programs and reporting tools
  • Detail and deadline-oriented
  • Strong analytical and problem solving skills
  • Work with firm team of staff accountants as well as client CPAs
Company Description

Our boutique financial services firm located in Richardson, Texas offers a unique opportunity to work in the areas of financial planning and investing.

Company Description

Our boutique financial services firm located in Richardson, Texas offers a unique opportunity to work in the areas of financial planning and investing.

Job Tags

Similar Jobs

Lincoln Electric

Tester Job at Lincoln Electric

Location: Carthage Employment Status: Hourly Full-Time Internal Candidate Eligibility Criteria:1. Is a Lincoln Electric employee with at least 1 year of service2. Is NOT on an active Performance Improvement Plan (PIP) Short Description...

Clean Harbors

Vehicle Maintenance Mechanic $5k Sign on Bonus Job at Clean Harbors

 ...career Access to company paid OEM certifications and trainings! Generous paid time off! Company paid training! Tuition reimbursement! Company provided uniforms and PPE! State of the art facilities, technology, and tooling Speak with a... 

VivSoft Technologies

UI/UX Designer (Top Secret/SCI) Job at VivSoft Technologies

 ...environment. VivSoft is a diverse team of strategists, engineers, designers, and creators experienced in building high performance...  ...for DoD, Healthcare and Civilian Agencies Job Summary: The UI/UX Designer will be responsible for creating intuitive and engaging... 

SIMOS

Cargo Customer Service Agent Job at SIMOS

DescriptionSM Cargo offers a variety of employment opportunities in the fast-paced air cargo industry. From acceptance to build-up...  ...or mishandlingsCommunicate with internal and external clients, shipping agents, and freight carriersManage hazardous cargo... 

Royal Bank of Canada

Internal Audit Analyst Job at Royal Bank of Canada

 ...Summary Job Description What is the Opportunity? As an Analyst within the U.S. Internal Audit department, support audit...  ...Corporate Treasury, Risk Management, Compliance and Financial Crimes Compliance. Work in a team-based environment as part of one...