US Tax Reviewer

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

📋 Description

• Serve as the final checkpoint prior to submission.

• Assess completed returns for 1040, 1120, 1120-S, and 1065 — both federal and multi-state.

• Verify K-1s, capital accounts, basis, at-risk amounts, §199A classification, and reasonable compensation where applicable.

• Reconcile book-to-tax adjustments, depreciation schedules, and carryforwards (NOL, capital loss, AMT, PALs).

• Validate apportionment, nexus, composite/PTE elections, and specific state-related nuances.

• Ensure e-filing readiness: forms, signatures, acknowledgments, and extensions.

• Identify discrepancies, errors, or ambiguous treatments in prepared returns.

• Compose clear, actionable review notes that preparers can address without needing further clarification.

• Collaborate with preparers until resolutions are reached; verify corrections prior to final approval.

• Escalate technical inquiries to U.S.-based colleagues when necessary.

• Address client inquiries regarding specific line items, calculations, or filings on the prepared return.

• Clearly articulate results without providing advisory or planning suggestions.

• Redirect advisory inquiries to the appropriate individuals.

• Maintain audit-ready workpapers and documentation trails.

⛳️ Requirements

• Extensive experience in reviewing and/or preparing U.S. tax returns for 1040, 1120, 1120-S, and 1065.

• In-depth knowledge of state tax filings across various jurisdictions.

• High level of accuracy and professional judgment; comfortable taking final responsibility for filed returns.

• Strong communication skills for both client-facing (return-specific) and internal communications.

• Experience with Drake tax software is preferred.

• Proficient in written and spoken English; possesses a client-facing demeanor.

• Comfortable working during U.S. business hours (night shift, based in the Philippines).

• Preferred (nice to have):

• CPA designation is strongly preferred.

• Experience with R&D tax credits (Form 6765).

• Familiarity with NYC local tax filings.

• Previous experience in a review or supervisory tax role.

🏝️ Benefits

• Competitive career-level USD compensation based on experience and role scope (senior-level positioning for this position).

• Permanent remote work — executed effectively.

• Complete company equipment provided (laptop, monitor, accessories).

• 15 days of annual PTO plus local holidays off.

• Guaranteed annual salary increases.

• Referral bonuses up to $1,000.

• Monthly flexible stipend (CAS Flex Perks).

• Structured onboarding and ongoing support.

• A culture that genuinely engages.