Senior Tax Reviewer

This is a fully remote position, open to applicants in Illinois, +1 more state.

📋 Description

• Conduct thorough reviews of Forms 1120-S, 1065, and 1040 with Schedules C and E that have been prepared in Drake by both domestic and offshore preparers prior to client delivery.

• Handle the preparation of intricate returns as required, particularly for multi-entity S-corporation and partnership groups.

• Verify shareholder and partner basis, assess reasonable compensation, analyze K-1 flow-throughs, manage depreciation and cost segregation, adhere to passive activity rules, and ensure compliance with state filings.

• Lead discussions with clients regarding return reviews, clarifying results, outstanding items, and potential planning opportunities.

• Address IRS and state notices and provide support for correspondence audits.

• Provide preparers with detailed written feedback to facilitate their improvement.

• Identify planning opportunities related to entity structure, retirement plans, and accountable plans, and communicate these to firm leadership.

• Enhance review checklists and workflows in TaxDome both during and after the tax season.

⛳️ Requirements

• Active Enrolled Agent or CPA credential, or CPA candidate with significant review experience.

• A minimum of 4 years of experience in preparing business returns, including at least 2 seasons focused on reviewing 1120-S and 1065 returns.

• Solid understanding of S-corporation and partnership basis, reasonable compensation, and Schedule E rental activities.

• Comfortable communicating with clients via phone and video, including the ability to explain returns or notices effectively.

• Able to work remotely and independently, with availability during US Central Time business hours.

• Residing in Wisconsin or Illinois.

• Experience with medical practice or restaurant clients.

• Proficiency in handling multistate returns, particularly for Wisconsin and Illinois.

• Familiarity with Drake Tax and TaxDome; experience with other professional tax software is also appreciated.

🏝️ Benefits

• Performance bonus during busy season.

• 401(k) plan with a 100% employer match on contributions up to 4% of pay (safe harbor plan), eligible after 6 months of employment.

• Health reimbursement (QSEHRA): $400/month towards individual health and dental premiums and out-of-pocket medical costs, tax-free, after 90 days.

• Full-time, W-2 employment.

• Completely remote position; follows standard Central Time business hours, with extended hours during tax season.

• A remote role that avoids Big 4 hours, offers direct access to firm leadership, and supports a growing client base centered on planning work.