Tax Reviewer

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

📋 Description

• Conduct reviews of federal and state tax returns for individuals, corporations, partnerships, trusts, estates, and nonprofits prior to final approval.

• Evaluate returns prepared by both the team and AI systems.

• Leverage AI tools, Claude skills, and Uplinq's platform to enhance review efficiency and reduce administrative workload.

• Confirm that QuickBooks Online data aligns with Schedule L for clients maintaining internal accounts.

• Identify recurring errors and provide clear, constructive feedback to preparers.

• Recommend process enhancements and actively participate in their implementation.

• Address client inquiries with clarity and ensure follow-through until resolution.

⛳️ Requirements

• Applicants must be individuals residing in the US only.

• Experience in tax review and a solid background in tax preparation are essential.

• Regular, hands-on engagement with AI in the workplace, along with a desire to expand its use.

• Proficient Excel skills are required.

• A keen eye for detail is necessary.

• Must demonstrate coachability and initiative, including seeking feedback and voicing suggestions for improvement.

• A friendly, professional demeanor when communicating with clients and strong follow-through are essential.

• Experience with multi-state and multi-entity reviews is preferred.

• A valid PTIN is required (or the ability to obtain one before starting).

• CPA or EA certification is preferred.

• Hiring is limited to select states.

• Candidates from Phoenix and Scottsdale are particularly encouraged to apply.

🏝️ Benefits

• Opportunity for fully remote work.

• Daily interaction with AI and automation, collaborating with a team that develops new tools as needed.

• Comprehensive benefits including health, dental, vision, 401(k), and life insurance.

• Opportunity for professional growth as the company expands.