Senior Tax Reviewer

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct comprehensive technical evaluations of federal and state tax returns for individuals, corporations, partnerships, trusts, estates, and nonprofits before manager-level approval.

• Utilize analytical skills to differentiate between significant issues and minor discrepancies, ensuring a thorough yet efficient review process.

• Confirm that QuickBooks Online data aligns with Schedule L for clients who manage their own bookkeeping.

• Address client inquiries regarding return specifics and technical tax issues.

• Recognize recurring error trends and deliver direct feedback and training to tax personnel to enhance first-pass accuracy standards.

• Remain updated on changes in federal and state tax legislation.

⛳️ Requirements

• Active CPA license or Enrolled Agent (EA) certification (Required).

• Over 8 years of experience in tax preparation, including a minimum of 2 years in a dedicated review role.

• Proven ability to review various entity types: individuals, corporations, partnerships, trusts, estates, and nonprofits.

• Expert knowledge of CCH Axcess and QuickBooks Online.

• Strong grasp of bookkeeping and financial statements, particularly in Schedule L reconciliation.

• Excellent, professional communication skills — direct interaction with clients on technical matters is essential.

🏝️ Benefits

• Competitive salary.

• Health, dental, vision, 401(k), and life insurance coverage.

• Remote-first and flexible work environment.

• Clear opportunities for career advancement within a rapidly growing firm.

• Access to a modern tech stack and an automation-oriented approach.

• A supportive, collaborative team equipped with strong systems and documentation.