Enrolled Agent Job at Strategic Wealth Planning, Richardson, TX

WG5EVXlXejdNUmJVTnlJTnlKbXhGQitqNWc9PQ==
  • 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

Evermore Resort

Resort Recruiter Job at Evermore Resort

 ...Maintain applicant tracking systems, hiring bonus and generate recruitment reports as needed. Represent the resort at job fairs,...  ...surges and collaborate on creative strategies to attract top hospitality talent. Must be able to multi-task, able to prioritize in... 

Victoria Logistics Carrier LLC

Reefer Truck Owner-Operator Job at Victoria Logistics Carrier LLC

Hello!Join our team at VICTORIA LOGISTICS CARRIER as an owner-operator of Reefer Cargo Vans and Box trucks. We operate under independent contractor agreements, offering competitive rates and room for negotiation with our experienced dispatchers.Competitive Rates: Sprinter... 

The Hilldrup Companies

Driver (CDL & Non-CDL) Job at The Hilldrup Companies

 ...from $20-$27 per hour depending on license and experience. Non-CDL: $20.00 - $22.00 Class A: $25.00 - $27.00 About Us: Hilldrup...  ...services company, period. Hilldrup Driver Experience: Driving for Hilldrup means you are a part of a team that strives for excellence... 

Veterans Sourcing Group

Graphic Web Designer Job at Veterans Sourcing Group

 ...Job Description Job Description Title : Graphic/Web Designer Work location: remote Work schedule: Mon-Fri normal business hours Duration : Contract only for about 6 weeks. Will be extended based on business needs. Pay Rate: $39- $50 No visa restrictions... 

Mindpath Health

Outpatient Psychiatrist - Geriatric Adult Job at Mindpath Health

 ...Compensation with ability to earn Unlimited Incentives paid in Real Time~ Hybrid Schedule affording a Flexible Mix of In-person and Telemedicine Appointments ~100% Outpatient Work/Life Balance Model Monday-Friday with No Nights, No Weekends ~ Flexible Full-time...