Senior Tax Reviewer – Flexible, Low Hours During Tax Seasons

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

📋 Description

• Evaluate tax returns prepared by the team.

• Authorize tax returns using the reviewer’s own PTIN and make critical decisions.

• Prepare certain tax returns, particularly during the initial phases.

• Manage US federal and state returns for small businesses and individuals, particularly for Schedule C and S corporation clients.

• Utilize Drake for the 2026 tax year, subject to potential future modifications.

• Articulate tax returns and positions to clients in straightforward language.

• Offer tax planning and advisory services as necessary.

• Optionally collaborate with leaders to create processes and policies for the new tax practice.

• Optionally assist in screening and training an overseas tax-preparation team.

• Optionally participate in prospective-client calls as the tax specialist.

• Coordinate with bookkeeping teams as required.

• Report directly to the CEO.

• Collaborate initially with another signer and future tax preparers as the team grows.

⛳️ Requirements

• Active, unrestricted CPA or EA; US CPA licenses only.

• Current state license is advantageous but not mandatory.

• Minimum of 5+ years in US tax; 10+ years strongly preferred.

• Proven experience reviewing and signing returns for clients (strictly required).

• Willingness to adapt and learn new technologies and systems.

• Exceptional communication and relationship-building skills.

• Patience to clarify complex tax concepts to clients without an accounting background.

• Fully fluent in English.

• Partner-level experience in a tax firm is a plus.

• Familiarity with Drake is beneficial.

• Knowledge of QuickBooks Online is advantageous.

• Comfort with AI tools is a plus.

• Must be at ease working in a new tax practice without a comprehensive predefined structure.

🏝️ Benefits

• Flexible hours capped at a selected weekly limit (e.g. 30, 35, 40, or 45 hours).

• Option to work either part-time or full-time.

• Flexible schedule with the ability to create your own timetable.

• Fully remote; work from any location.

• Growth opportunities, including potential leadership positions.

• Annual bonus based on performance.

• PTO for employees working 20+ hours/week.

• QSEHRA (monthly healthcare reimbursement).

• SIMPLE IRA with 3% employer match (once eligible).

• Company-provided computer and equipment.

• CPE and license-renewal support.

• Complimentary Headspace subscription.

• Significant schedule flexibility.

• Opportunity to engage in the development of processes, policies, and the new tax practice.

• Opportunity to assist in screening and training an overseas tax-preparation team.

• Optional management roles and oversight of monthly bookkeeping services.